EXCLUSIVE ACCESS
High Conviction Portfolios
Seven Bridges offers our clients unique access to many of the world’s top investment managers across a broad array of asset classes and strategies. We believe thoughtful diversification among select active managers offers the best risk/return profile and drives strong long-term performance.
We work closely with our clients to craft the right mix of assets and managers to meet their objectives and deliver them in the structure that is most advantageous to them, whether via commingled funds, direct investments, separately managed accounts or insurance dedicated funds.
CORE COMPONENTS
Carefully Curated Opportunities
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FIXED INCOME |
| An allocation to fixed income with an emphasis on safety and protection of capital can provide liquidity for spending needs. We seek nimble managers poised to achieve a stable return stream in normal markets and those with a low exposure to credit risk. | |
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DIVERSIFYING STRATEGIES |
| When seeking to optimize overall risk/return profile, adding strategies with low correlation to equity markets and to each other creates complementary return streams and dampens equity volatility. These strategies vary but may be utilized similarly to fixed income as ballast for a portfolio. | |
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HEDGED EQUITIES |
| As a counterbalance to equities, we seek return streams that capture equity market upside while mitigating downside and dampening volatility through the use of hedging. | |
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DEVELOPED MARKET EQUITIES |
| Long-term exposure to equities is central to a well-balanced portfolio. We look for long-only managers who pursue better than market returns through deep fundamental research and active management. We focus on capturing equity market upside, with some downside protection from good stock selection. |
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EMERGING MARKETS |
| Emerging markets serve to provide beneficial portfolio diversification as well as high growth potential. We invest in country and regionally focused managers who we believe can attain high returns while dampening inherent volatility through hedging and trading strategies. |
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PRIVATE & REAL ASSETS |
| Including opportunistic private and real asset strategies enables agility to exploit market dislocations and inefficiencies. These investments are added only where the return opportunity justifies the lack of liquidity. |
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|
FIXED INCOME |
| An allocation to fixed income with an emphasis on safety and protection of capital can provide liquidity for spending needs. We seek nimble managers poised to achieve a stable return stream in normal markets and those with a low exposure to credit risk. | |
|
DIVERSIFYING STRATEGIES |
| When seeking to optimize overall risk/return profile, adding strategies with low correlation to equity markets and to each other creates complementary return streams and dampens equity volatility. These strategies vary but may be utilized similarly to fixed income as ballast for a portfolio. | |
|
HEDGED EQUITIES |
| As a counterbalance to equities, we seek return streams that capture equity market upside while mitigating downside and dampening volatility through the use of hedging. | |
|
DEVELOPED MARKET EQUITIES |
| Long-term exposure to equities is central to a well-balanced portfolio. We look for long-only managers who pursue better than market returns through deep fundamental research and active management. We focus on capturing equity market upside, with some downside protection from good stock selection. |
|
|
EMERGING MARKETS |
| Emerging markets serve to provide beneficial portfolio diversification as well as high growth potential. We invest in country and regionally focused managers who we believe can attain high returns while dampening inherent volatility through hedging and trading strategies. |
|
|
PRIVATE & REAL ASSETS |
| Including opportunistic private and real asset strategies enables agility to exploit market dislocations and inefficiencies. These investments are added only where the return opportunity justifies the lack of liquidity. |
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