Serra sources opportunities against the institution's mandate, each with an institutional-grade diligence file and the terms stated openly. If Serra invests too, it discloses that first. The mandate is non-discretionary: the institution keeps custody and every decision.
If Serra invests its own capital in a deal, it discloses that and the terms before you decide. Serra places no securities, and the decision stays with you.
No. Serra runs a non-discretionary mandate; you keep custody and every decision.