®
®
OUR UNMATCHED RESEARCH IS OUR EDGE
"Because...
...trends and market recognition always diverge."
Investment Approach
Britannica seeks to achieve consistent capital appreciation primarily through its global macro investment strategies. Capital preservation and risk management represent the foundation of our investment process. Portfolio construction and investment allocations are guided by a process incorporating unrestrained qualitative judgment and sophisticated quantitative models. Britannica strives to act quickly and to capitalize on investment opportunities in dynamic market environments.
Investment Performance
Our investment approach focuses on generating consistent, positive, absolute returns with low volatility compared to the equity markets irrespective of the phase of the market cycle. We strive to achieve fund returns without relying on asset concentration or market direction.
Focus on First-Hand Understanding:
We seek to uncover the truth by researching globally, first-hand, on the ground; and our understanding comes from extensive field trips in near and far away geographic realms. We focus on acquiring the facts in-house as opposed to relying on mainstream research reports. Supported by an extraordinary research team, our investment manager has traveled through more than 84 countries to conduct first hand investments and macro economic research.
Portfolio Construction
Portfolio is created by selecting what we believe are the best market opportunities, consistent with our goals of capital appreciation, diversification and capital preservation. Our ability to invest in multiple asset classes and geographies, including emerging and frontier markets worldwide enables us to be nimble in adjusting our portfolio allocations as market conditions change.
Fundamental Analysis
We approach investments through meticulous fundamental analysis of the drivers of potential investment risk and return. We look at both qualitative and quantitative factors in assessing the investment opportunities and perform extensive due diligence on-the-ground and in-house.
Disciplined Investment and Risk Management Processes
We focus on hedging and actively managing the exposures of our portfolios. Our continuous monitoring of risks is based on quantitative and qualitative analysis,
OUR RESEARCH IS PERPETUAL
WE COLLECT INTELLIGENCE ON ... THE WORLD
OVERVIEW
INVESTMENT APPROACH
How we invest, our strategy, research methodology, and portfolio construction.
These are our proprietary maps and images. Duplication strictly prohibited. All rights reserved. The entirety of this website, including but not limited to our logos, text, ideas, graphics, maps, design elements and other works are copyright protected.
RECONNAISSANCE® AROUND THE WORLD
WE HAVE DRIVEN OVER 100,000 MILES COLLECTING GEOPOLITICAL AND GLOBAL MACROECONOMIC INTELIGENCE
ABOUT US
Britannica Capital Management is headquartered in New York, NY.
The Manager’s key investment professionals have been working together full-time for the last 16 years.
We have near-zero correlation to major market indices.
Britannica employs a quant global macro strategy across a number of asset classes.
Britannica Capital is privately held financial services provider and manages alternative investment strategies for qualified institutional and private clients. Britannica Capital's investment philosophy focuses on global, fundamental and catalyst-driven, long / short multi-asset class investment opportunities.
We are committed to attaining the best possible returns for our clients, using every possible resource to achieve this objective. Britannica strongly believes that a highly enthusiastic organization which is supported by employees who follow their responsibilities with great vigor, determination and persistence, will over time achieve great success in accomplishing its goals and objectives. We strive to be an industry leader in returns for our clients.
BOOTS ON THE GROUND - UNPARALLELED COMMITMENT TO DUE DILIGENCE AND RESEARCH
WE KNOW BECAUSE WE HAVE BEEN THERE
The first step to becoming a good investor is to understand how the world really works. Britannica investment professionals have driven through the entire world in order to build out Reconnaissance® in far corners of the planet. We understand how things connect. We have visited hundreds of cities and thousands of towns and villages inspecting infrastructure, commodities and geopolitics.
MULTI-DIMENSIONAL PORTFOLIO CONSTRUCTION
Currency Dimension
Long
Short
Carry and Devaluation Considerations
Credit Exposure
Sovereign; Corporate
Spreads - Long vs. Short
Spreads - HY vs. IG
Spreads - Capital Structure
​
Interest Rate Exposure
Across Geographies
Long End
Short End
Relative / arb
Commodity Exposure
Absolute
Relative
Ratios
Duration
Equity Exposure
Long
Short
Geographies
​
​
Derivatives
Carry Strategies
Gamma Strategies
Hedging
​
​
-
Low Volatility
​
-
Low correlation to major market indices
​
-
Return mostly alpha
​
-
Support debt in cap structure
​
-
Uncommon trade ideas
​
​
FIND US
BRITANNICA CAPITAL
Britannica Capital International
157 Columbus Avenue (The Yard)
Suite 510-A
New York, NY 10023
​
2 Pompernaug Office Park,
Suite 207
Southbury, CT 06488
​
US Tel: 1 (212) 203 6539
​
Email: investorrelations [at] britannicacap.com
Britannica Capital offers a variety of funds to financial institutions, pension plans, foundations, endowments, and other qualified investors. Please contact us.
®