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Call Us: 8 800 2563 123

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      Alpha Centauri

      Over-subscribed

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      DTP

      Discretionary Trading Program

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      Personalized Insurance and Financial Planning Solutions

      Solaris

      Algorithmic Crypto/EFT Income & Growth Fund

      Alpha Centauri

      Over-subscribed

      Portfolio Management

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Investment Strategies

Integrated Advisory Services Tailored to Your Requirements

At Balfour Capital Group, we devote a large share of our attention to discretionary investment activities based on the identification of potentially profitable opportunities by experienced staff. These strategies rely primarily on human analysis to discover and capture pricing inefficiencies across a broad array of asset classes spanning public and private markets. Our discretionary investment groups benefit from a highly rigorous and process-driven investment approach that generally focuses on isolating idiosyncratic profit opportunities while maintaining a low correlation to broader markets and macroeconomic variables. We believe our collaborative investment approach allows us to optimally deploy the deep domain expertise of our investment teams, adapting and reacting to ever-evolving market conditions.

Several of the firm’s strategies seek to identify investment opportunities through a hybrid approach that combines aspects of our systematic and discretionary strategies. For example, an initial quantitative idea or “forecast” may overlook an unusual market event that is known to our analysts, or a fundamental view may be best vetted with quantitative tools.

We apply the same analytically rigorous approach to investing across a number of systematic, discretionary, and hybrid strategies.

Systematic

Active Equity

A suite of benchmark-relative equity strategies that seeks to generate attractive long-term excess returns through a systematic, risk-aware approach to stock selection.

Equity Arbitrage

The firm’s longest-running strategy; applies proprietary quantitative models based on perceived technical, event-driven, or fundamental inefficiencies in global equity markets.

Systematic Futures Trading

Engages in the trading of systematic forecasts generally based on technical inputs or macroeconomic data, involving instruments related to equity indices, government bonds, interest rates, currencies, and commodities.

Systematic

Asset-Backed Strategies

Invests in a broad range of asset-backed products, including agency and non-agency mortgage-backed securities and consumer assets in both cash and synthetic markets.

Discretionary Macro

Focuses on identifying discretionary investment opportunities and predicting changes in asset class prices in markets worldwide.

Energy Trading

Pursues inefficiencies in global markets for electricity, natural gas, crude oil, refined products, and other energy-related commodities.

Long/Short Equities

Operates across global markets, covering the communications/media/entertainment, consumer/retail, energy/utilities, financials, health care, industrials, real estate, and technology sectors; includes passive and activist investments.

Private Investing

Involves equity and debt investments at various stages of the corporate life cycle and across the capital structure, including less-liquid opportunities in credit and related markets in the U.S. and Europe.

Reinsurance

Concentrates on various forms of property catastrophe risk arising from natural disasters and other types of peril.

Hybrid

Equity-Linked Strategies

Concentrates on relative-value trades involving, among other things, convertible securities, equity warrants, options, swaps, and associated hedging positions.

Global Asset Class Investing

Involves a rigorous discretionary investment process that leverages the firm’s considerable alternative investment resources to pursue long-biased investments across a range of global assets.

8 800 2534 236

email@yoursite.com

27 Division St, New York, NY
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