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®

®

OUR UNMATCHED RESEARCH IS OUR EDGE

"Because...

...trends and market recognition always diverge."

    GIVING BACK

    Our commitment to Curing Breast Cancer

    SERVICES

    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

    STRATEGY AND EDGE

    Executive overview

    PERFORMANCE

    How we have stood the test of time - with no market correlation

    INVESTMENT APPROACH

    How we invest, our strategy, research methodology, and portfolio construction.

    INVESTMENT APPROACH

    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

    Africa Reconnaissance® map

    Africa Reconnaissance® map

    Planned research route

    Ukraine electorate

    Ukraine electorate

    Investigation of the broader Russian realm

    Russia Reconnaissance®

    Russia Reconnaissance®

    Investigation into Russian resources and infrastructure.

    North Africa Oil and Gas

    North Africa Oil and Gas

    Investigation into O&G assets

    Northern Latin America

    Northern Latin America

    Geopolitics of South America

    Middle East Oil and Gas

    Middle East Oil and Gas

    Intelligence gathering on the region's true O&G capability

    European Integration

    European Integration

    Investigation into European Convergence

    East European Assets

    East European Assets

    China Resources

    China Resources

    Our work
    ABOUT US
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    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. 

    Planning Travels

    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

    CONTACT
    Brooklyn Bridge

    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

                 

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    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.

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    ®

    OUR FIRM

    Institutional Infrastructure...

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

              ...Rigorous risk management.

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