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, and sophisticated downside protection strategies.
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
With a ten-year track record managing equity portfolios for outperformance, Gregory oversees all investment management and operational functions for the General Partner and is the acting Managing Partner.
Gregory’s unique investment approach is based on his practical understanding of economics and business cycles, event-driven trading strategies, and a deep knowledge of multiple industries. The Fund stems from his experience in equity analysis and portfolio management. Gregory’s mission is to deliver superior returns to investors through a commitment to safeguarding and growing their capital.
Gregory’s career began at L&F Capital analyzing equities, where his insights were highlighted on platforms such as Seeking Alpha and Yahoo! Finance. He then joined the VC firm Analytics Ventures, with subsidiary AlphaTrAI, a startup quantitative AI hedge fund. In his latest role, Gregory further advanced his expertise at Capital Group, an asset management company which manages over $2.6T.
Gregory attended Texas Christian University where he majored in both a Finance B.S and an Economics B.A, paired with minors in Accounting and Political Science. Each of these fields serve in Gregory’s ability to understand and capitalize in global markets, from foreseeing macroeconomic trends, evaluating company financials, and navigating geopolitical landscapes.