OUR 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, 

 

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RECONNAISSANCE® AROUND THE WORLD

WE HAVE DRIVEN OVER 100,000 MILES COLLECTING GEOPOLITICAL AND GLOBAL MACROECONOMIC INTELIGENCE

 
 
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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

 

®

OUR FIRM

Institutional Infrastructure...

  ...Well-defined and repeatable investment process...

          ...Rigorous risk management.

Copyright 2020 Britannica. All rights reserved. Britannica, Britannica Capital, Britannica Fund, Britannica Asset 
Management, Britannica Capital Partners and all related or confusingly similar variations of the aforementioned are our (REGISTERED) trademarks in the United States, European Union, Canada, Singapore, Australia, Japan, Korea, Hong Kong, China and other countries.