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
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.