1. Polymetis LLC
July 2009

2. Polymetis LLC
Polymetis (Πολυμετις) was a standard Homeric epithet
associated with Odysseus both in The Illiad and in
The Odyssey. It is derived from the combination of
poly (many) and metis (skill, wit, cunning, or plan). As
such, polymetis carries a variety of connotations,
including resourceful, multi-talented, and well-rounded.
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3. Polymetis LLC
What We Are
An independent boutique providing due diligence, research, and advisory
services, focusing on alternative investments
A new organization offering fresh perspectives based on decades of expertise
and experience
A flexible and responsive ally for institutions and entities looking to begin,
maintain, or improve an alternative investment program
An unbiased voice advancing critical analyses and discerning commentary about
the alternative investment landscape
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4. Polymetis LLC
What We Offer
Comprehensive and highly-readable due diligence reports on alternative
investment managers that cover all relevant qualitative aspects and quantitative
metrics
Ongoing monitoring of managers and portfolios on a monthly and quarterly basis
that provide insight into how managers have performed, how they are positioned,
what they are thinking, and what they intend to do
Provocative and thoughtful research on, and insight into, various aspects of the
alternative investment marketplace
Customizable advisory, research, and consulting services for investors in
alternative investments
Outsourced CIO/PM services for institutions that do not have the necessary
expertise or resources to start or to maintain an alternative investment program
Confidential discussion materials. Do not copy or distribute. 4

5. Polymetis LLC
What We Believe
The value of using alternative investments properly has increased in this new
global environment of political, economic, and financial uncertainty
The risks of using alternative investments inappropriately have increased in a new
global environment
A successful alternative investment program requires a meaningful commitment of
time and expertise, the allocation of appropriate resources, and substantial
experience
Alternative investments are appropriate only in the context of a long-term
investment program with reasonable goals and defined objectives
A number of commonly-held assumptions and beliefs about investing in
alternatives have been proven wrong
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6. Polymetis LLC
Who We Are
Thomas Kuntz, CFA brings more than 22 years of experience in alternative investment management to his
role as Chief Executive Officer of Polymetis LLC. He has successfully undertaken senior investment roles
across a variety of institutions, managing portfolios of hedge funds, building investment platforms, evaluating
managers, and trading securities. Mr. Kuntz received a B.A. in history from Williams College and an
M.B.A. in finance from New York University’s Stern School of Business, where he was a Stern
Scholar. He has held a CFA charter since 1996.
Fund of Funds
Chief Investment Officer ACAM Advisors 2000-2002
Director of Research Insana Capital Mgmt. 2007-2008
Archstone Partners 2003-2004
Optima Fund Mgmt 1999-2000
Family Office
Senior Investment Officer Hascoe Associates 1997-1999
Pension Consultant
Managing Director Wilshire Associates 2004-2005
Hedge Fund
Trader and Vice President Mount Lucas Mgmt. 1986-1993
Investment Bank
Vice President Prudential Securities Inc. 1994-1997
Investment Strategist Chase Manhattan 1993-1994
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7. Polymetis LLC
Who We Are
Elizabeth Keveney, CFA has worked in the financial services industry for over 18 years,
primarily as an investment professional in alternative asset management. She has contracted
with Polymetis LLC as a Senior Consultant. Ms. Keveney is employed by Meteora
Partners, LLC, a boutique providing financial and compliance services to institutional
investors. Though separate and independent legal entities, Meteora Partners and Polymetis
enjoy a collaborative relationship in which each of its clients may seek the benefits of each
firm’s expertise. Ms. Keveney holds a B.S. in finance from Siena College where she
graduated magna cum laude. She has held the CFA charter since 2002.
Fund of Funds
Director of Research ACAM Advisors 2000-2004
Senior Investment Analyst Auda Advisor Associates 1997-2000
Hedge Fund
Vice President Mint Investment Management 1994-1997
Investment Bank
Investment Analyst Smith Barney 1991-1994
Financial Analyst Bear, Stearns & Co., Inc. 1990-1991
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8. Polymetis LLC
What We’ve Done
Evaluated over 2000 hedge funds and fund of funds
Managed portfolios of hedge funds across all strategy types
Developed comprehensive investment and risk management platforms comprising
policies, procedures, reporting systems, and quantitative methodologies for
alternative investment programs
Traded, researched, analyzed, and structured the underlying securities used by
hedge fund managers
Designed custom hedge fund portfolios tailored to meet specific needs of clients
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9. Polymetis LLC
What We Think
A successful alternative investment program requires a set of well-defined,
highly-organized, dynamic learning structures developed from expertise and
experience over time
The investment process must continually use feedback to adjust not just the
state of knowledge but the actual process of gaining that knowledge
The main focus of any manager evaluation must be on the 6 Ps: people,
philosophy, process, procedures, performance, and portfolio
Historical understanding and current perspective are useful only to the extent
they support an outlook on the future
Insight and research are useful only if they can be transferred to the client in a
timely and user-friendly fashion
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10. Polymetis LLC
Why Choose Us
Considerable experience across all strategies, sectors, and asset classes in the
alternative investment space
A well-developed and structured approach to undertaking due diligence,
research, and advisory mandates
The ability to distill large amounts of data into a highly-usable and easily-
digestible format in a timely manner
The right combination of demeanor and attributes: loyalty, curiosity, conviction,
skepticism, humility, courage, and transparency
Flexible service and pricing options
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11. Polymetis LLC
For additional information, please contact:
Thomas Kuntz, CFA
Polymetis LLC
5 Lyons Mall, #153
Basking Ridge, NJ 07920
908.350.7087
tk@polymetisllc.com
Confidential discussion materials. Do not copy or distribute. 11