Absolute Return Strategy
Our macro and thematic investment process across a range of asset classes and key performing regions, seeks to minimize losses during periods of market duress. Assets are allocated in pursuit of beta as medium-term risks are managed through uncorrelated positions as short-term opportunities are capture by directional movements and tactical positions.
Multi-asset investment strategies are driven by thematic fundamentals that focus on major economic shifts are the macro level. Asymmetric opportunities typically emerge as structural inefficiencies give way to short-term price discrepancies until market corrections return prices to fair valuations.
Minimal correlation to major investment classes
Flexible positions and a proactive management style facilitates a rapid response to changing market conditions. Uncorrelated and hedged positions work independently from major market classes increasing the benefits of diversification as part of a diversified portfolio.
Absolute return strategies are not intended to outperform markets during favorable times. On the contrary, strategies are developed to deliver smooth returns irrespective of market conditions. By this nature, strategies are carefully managed to mitigate overall risk, whilst independent monitoring of each asset class adds an additional layer of protection.
Diversifying portfolio performance
Absolute return investing has in the past been a preferred strategy for institutional investors and high net worth family office structures.
As market uncertainties continue to pressure private investors into taking on higher levels of equity risk, absolute return strategies offer a different perspective to the risk/reward conundrum as portfolios balance in reaction to uninspiring returns and increased volatility.
Absolute returns philosophy
At Birch Century International, we adhere to a philosophy that seeks to deliver investment returns on an absolute basis.
This means that regardless of how economies perform, our absolute return strategies provide the potential for positive returns when perhaps equity and fixed income returns weigh up on unfavorable market conditions.
Fresh perspective for private investors
Private investors have recently begun to realize the value in allocating a portion of their portfolio to facilitate absolute returns.
Especially at at time where equity and bond valuations expose investors to higher levels of risk, absolute return strategies utilize a range of techniques that are generally unavailable to those used in the management of traditional portfolios.
Enhancing the ability to diversify the performance of an optimized portfolio.
Alternative investing acts as a compliment to the existing makeup of a balanced portfolio more typically comprised of traditional asset classes such as equities and bonds.
Alternative investment funds present investors with exposure to a range of alternative investment assets, diversified across a number of sectors & geographies.
Secondary markets present buyers and sellers of private with the ability to trade and liquidate their private equity holdings. Birch Century International connects investors with institutions to facilitate secondary, direct and synthetic private equity transactions.
Private clients, family offices and institutions
- Private Investors
Our private clients are individual, retail investors whom seek to the dedicated attention to the efficient management of their wealth accomplished only through the bespoke client-centric model that has become the hallmark of our firm.Read more
- Family Office
Our family office services are designed around the specific needs of high-net worth families whose financial management requirements demand the dedication of a professionally managed solution.Read more
At the institutional level, our client base is comprised of financial intermediaries, independent wealth managers, insurance companies, nonprofit foundations and corporate financial committees.Read more
What does being our client mean for you?
What to expect
As an independently managed firm, we understand that the success of our firm is highly dependent on the success of our clients.
We continue to place emphasis on the improvement of our services as our professionals go above and beyond to ensure that Birch Century maintains it's status as a leading provider of choice.Read more