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.