Elevating Capital Through the Peaks and Valleys
Mission
To deliver superior returns to investors through a commitment to safeguarding and growing their capital.
Overview
Beau Capital is committed to capital preservation while pursuing superior returns for investors in all market conditions. Our investment approach is based on rigorous fundamental analysis, opportunistic trading, sophisticated downside protection strategies, and is augmented with the power of AI.
Investment Philosophy
Profit from investments and trades in any market
Hedge against trading losses and market downturns
Invest in highest quality companies with industry tailwind
Earn trading profits from market misreactions
Profit from investments and trades in any market
Hedge against trading losses and market downturns
Invest in highest quality companies with industry tailwind
Earn trading profits from market misreactions
Different markets present different profit opportunities, and our philosophy is to consistently seek them out, whenever and wherever we can find them, while always putting capital preservation ahead of profit maximization. We conscientiously avoid taking on too much risk, and instead systematically identify great investments and trades, while also using derivatives to limit trading losses. This helps generate strong investment retums while also reducing portfolio volatility.
Strategy
Overview
Our blend of long-term investment focus, short-term trading acumen, and systematic risk management discipline enables us to generate solid returns for our investors in almost any market environment.
- Long-term investments
- Opportunistic short-term trades
- Systematic risk management
Long-Term Investments
In selecting our core long-term investments, we first conduct top-down macroeconomic analyses to identify the most promising sectors and industries. We then conduct deep fundamental analyses of the most promising companies, investing in the select few that ultimately meet our investment criteria. During unfavorable markets, we sometimes employ derivatives to hedge the entire investment portfolio. This approach is designed to simultaneously deliver both strong capital appreciation and limit downside risks.
- Macroeconomic analysis
- Fundamental analysis
- Selection of candidate investments
- Derivatives provide downside protection
- Achieve capital appreciation while controlling and limiting risk
Short-Term Trades
In selecting our short-term trades, we focus on identifying and analyzing exploitable pricing anomalies which periodically arise from investors’ overreaction or under-reaction to certain types of market events. We then profit by trading against the market’s mis-reaction. To mitigate the risk these trades entail, we employ a sophisticated hedging strategy, utilizing call or put options and other derivative instruments to limit potential losses on each trade.
- Identify pricing anomalies
- Exploit market mis-reaction
- Sophisticated hedging strategy minimizes risk
Overview
Our blend of long-term investment focus, short-term trading acumen, and systematic risk management discipline enables us to generate solid returns for our investors in almost any market environment.
- Long-term investments
- Opportunistic short-term trades
- Systematic risk management
Long-Term Investments
In selecting our core long-term investments, we first conduct top-down macroeconomic analyses to identify the most promising sectors and industries. We then conduct deep fundamental analyses of the most promising companies, investing in the select few that ultimately meet our investment criteria. During unfavorable markets, we sometimes employ derivatives to hedge the entire investment portfolio. This approach is designed to simultaneously deliver both strong capital appreciation and limit downside risks.
- Macroeconomic analysis
- Fundamental analysis
- Selection of candidate investments
- Derivatives provide downside protection
- Achieve capital appreciation while controlling and limiting risk
Short-Term Trades
In selecting our short-term trades, we focus on identifying and analyzing exploitable pricing anomalies which periodically arise from investors’ overreaction or under-reaction to certain types of market events. We then profit by trading against the market’s mis-reaction. To mitigate the risk these trades entail, we employ a sophisticated hedging strategy, utilizing call or put options and other derivative instruments to limit potential losses on each trade.
- Identify pricing anomalies
- Exploit market mis-reaction
- Sophisticated hedging strategy minimizes risk
Leadership
Gregory oversees all investment management and operational functions for the General Partner and is the Partnership’s fund manager.
Gregory majored in Finance and Economics, with minors in Accounting and Political Science. Each of these disciplines serve in Gregory’s ability to understand and capitalize in global markets, from foreseeing macroeconomic trends, evaluating company financials, and navigating geopolitical landscapes.
Gregory’s career began in equity analysis, where his insights were highlighted on platforms such as Yahoo! Finance. He then joined a multi-billion dollar quantitative AI hedge fund, where he developed his expertise in deploying artificial intelligence in public markets. Additionally, Gregory further advanced his expertise in portfolio management at an asset management company with AUM over $2.6T.
Gregory has over a decade of experience managing equity portfolios. His unique investment approach is based on his practical understanding of economics, long-term investment horizon, measured risk-tolerance, and grasp of artificial intelligence.
Gregory believes that markets are highly efficient, but not optimized. This is what allows for winners and losers in a cutthroat arena. Gregory’s competitive advantage stems from his adeptness interpreting investment landscapes, his ingenuity, and internal drive to win. Gregory’s mission is to protect investors’ wealth and increase it responsibly.
