Ampersand Portfolio Solutions

Ampersand Portfolio Solutions is a specialized, innovative, and research grounded investment manager based in Princeton, NJ.


Our research and development group are responsible for the design and customization of innovative products and solutions that seek to meet the needs of leading financial institutions across the globe.  The team’s broad research capabilities, industry connectivity and product development expertise facilitate the structuring of highly-customized products that attempt to meet bespoke needs that cannot be met through standard investment vehicles. Led by Chairman and Founder, John E. Pallat III, our research and development team has been involved in the design of, but not limited to:

  • Mutual Funds
  • Structured products
  • UCITS
  • Qualified Opportunity Zone Funds
  • Unit Investment Trusts

Featured Strategies

Our services range from the construction of bespoke strategies at the individual level, to partnering with leading financial institutions that help forward-thinking asset managers build unparalleled investment portfolios. For almost 20 years we have been at the forefront of creating investment solutions that allow investors of various sizes access to diversified, tax-efficient strategies.

Overlays

The Ampersand overlay approach maintains core equity exposure while providing diversifiers, hedges, and incremental return potential.

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QoZFs

The Tax Cuts and Jobs Act created a new tax incentive program for investments in Opportunity Zones that allow individuals and other entities to preferential tax treatment.

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Specific services for institutions, family groups, trusts, charitable foundations, and pension funds are provided through the investment advisor, Equinox Institutional Asset Management, LP, the parent company of Ampersand Portfolio Solutions.

Ampersand specializes in the construction, implementation and monitoring of multi-manager
portfolios as well as the evaluation of traditional equity and fixed income strategies within an overall portfolio construction framework.

Averaging 25 years of institutional investment and structuring experience, the Ampersand team has deep research capabilities and a strong track record managing large, multi-manager portfolios across the entire spectrum of asset management.

Managed Futures

Equity long-short

Arbitrage

Sector specific

Emerging managers

Customized institutional mandates

Our Team

The Ampersand team originally came together as part of the Equinox Institutional Asset Management, LP team, which ultimately founded the mutual fund company, Equinox Funds.Our team consists of extremely talented individuals with decades of collective experience in investment management. Members of the Ampersand team have been involved in alternative investments, product structuring, and tax law since the late 1970’s and are among the most experienced in the industry.