With our focus on striving to produce better risk-adjusted returns, we offer our clients multiple platforms in the attempt to reach investment objectives and goals.
Solutions
Separately Managed Accounts
- Diversified Investment PortfolioA portfolio spread across several kinds of investments rather than one, so that no single holding drives the outcome. In a separately managed account, you own the securities directly and can see each position.
- Equity and Hedged Equity StrategiesEquity strategies hold shares of companies. A hedged approach adds positions meant to offset part of a market decline, which can reduce swings in value and can also limit gains.
- Fixed Income StrategiesFixed income investments pay interest over a set term. They are generally less volatile than stocks, and a mix of issuers and maturities spreads the risk within the bond portion of a portfolio.
- Alternative StrategiesAlternative strategies reach into assets and techniques outside a standard stock and bond mix. They are typically a smaller part of a portfolio, often used to diversify rather than to drive returns, and can carry added complexity and less liquidity.
Alternative Investments
- Hedge FundsA hedge fund is a private investment fund that pools money from eligible investors and can use a wider range of techniques than a public fund. Investing generally requires accredited investor status, and withdrawals are often limited to set dates.
- Co-investmentsA co-investment is a stake in a single transaction taken alongside a fund or sponsor that sourced and leads the deal, rather than through the fund itself. These are private, typically less liquid, and limited to eligible investors.
Strategy
Our strategy incorporates both a top-down investment approach and fundamental, bottom-up analysis.
Top-down investment approach
Utilizing indices, sector baskets, and individual equities to capture economic and sector trends.
- Indices
- Sector baskets
- Individual equities
Fundamental analysis
Our primary method of investment analysis, which involves evaluating conditions and factors such as:
- Global economic cycles
- Geopolitical developments
- Business trends
- Market conditions
- Valuations
- Company financial statements
- Management quality
- Competitive advantages
- Market positioning
- Other relevant considerations
Services
We tailor our services to each client's specific investment objectives and financial circumstances.
Financial planning
In certain circumstances Black Swift may provide financial planning services designed to assist clients in defining and pursuing their financial goals. Financial planning services are tailored to the individual needs of the client based on:
- Assets
- Liabilities
- Income
- Expenses
- Risk tolerance
- Time horizon
- Financial objectives