If any client is asked a question, what he would like with respect to his wealth, whichever way it is answered, at the core the message would be very straight-forward & simple: don’t give me sleepless nights but make my money work hard.
The means to achieve this balance is our teams's experience, skill, training & track record in creating portfolios. Delivering that outcome, their job. Sophisticated means, simple delivery.
That’s the Blue Edge.
Each family is enabled to construct their unique portfolio using a combination of core underlying asset classes of debt & equity through professionally managed third-party funds and direct financial market investments in stocks, bonds and Alternatives through respective best-in class external specialists. Natural hedges can be created by the families in their unique core portfolio construct basis the varying correlation of returns of each asset class in relation to each other & periodically to the changing market dynamics.
An overlay of time/event based hedging strategies using futures/options on equity/interest rates can be applied to control portfolio risk (volatility) as required by the family.
Our team possess an equal ability to ride successful investments for years on end basis an understanding of the size of an opportunity over a longer period as well as to opportunistically play shorter-term themes/market opportunities wherever the risk-return is very attractive.
Most families are oriented towards “Absolute Return”. Playing defensive when return opportunities are scarce & not commensurate with the risk & assuming such risk only when the potential return achievable is asymmetric to the level of perceived risk. The endeavour is a relentless pursuit of navigating the markets to make those determinations consistently to achieve the family’s wealth objectives.