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 is generally focused on attempting to isolate 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 strategies deployed by the firm 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 be unaware of an unusual market event that is known to our analysts, or a fundamental view might be best vetted through the use of quantitative tools.

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


Active Equity

A suite of benchmark-relative equity strategies that seek 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

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


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 the prices of asset classes in markets around the world.

Energy Trading

Pursues inefficiencies in the global markets for electricity, natural gas, crude oil and 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.


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


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.