Investment philosophy
Robertson Beck strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes institutions, corporations, and wealthy individuals.
Our Businesses
Traditional Asset Management
We provide equity, fixed income and multi-asset investment solutions:
Robertson Beck is focused on providing superior long-term investment performance and high-level service to a varied client base including high-net-worth individuals and institutional clients. Based on our improved staff productivity and expertise, we are able to provide our clients an inclusive range of investment management solutions.
Alternative Investment Partners
Private markets, hedge funds, multi-alternative and liquid alternative portfolio solutions:
The Robertson Beck Alternative Investment Team is specialized in providing services for institutional clients and high-net-worth investors, thus helping them achieve their financial goals through creating and implementing alternative investment strategies.
Our investment professionals efficiently merge knowledge and expertise in fund investing, equity co-investments, secondary investments, private equity and multi-asset class investing in order to offer our clients access to a variety of opportunities. Among the solutions we offer are: managing alternative investment portfolios, implementing continuation strategies, promoting diversification through involvement of multiple investment strategists and fiduciary management.
Our Investment Strategies
Hedge Funds
The Robertson Beck Hedge Fund team provides a wide range of multi-strategy hedge fund portfolios along with other customized solutions. We promote alternative investments that employ various strategies in order to earn active profits. Our solutions are specially created in accordance with our clients’ objectives. Therefore, we organize and implement different investment programs complying with specific levels of risk, profits, liquidity, strategy and other preferences.
Private Equity
The Robertson Beck Private Equity team provides a broad range of private equity solutions. Our main purpose is to ensure profitability while efficiently mitigating the risk factor. We build and manage diversified portfolios incorporating primary funds, co-investments and secondary investments across venture capital, growth equity, buyouts and other related aspects. We offer a deep understanding of private equity and an individualized approach to our clients’ needs. Our team is focused on a strong sourcing and selection of attractive investment opportunities.
Portfolio Solutions Group
Robertson Beck’s Portfolio Solutions Group is represented by experts in portfolio construction and alternative investing. We specialize in managing portfolios of multiple alternative investment strategies. While working on customized investment portfolios, we closely cooperate with our clients to determine their specific objectives and expectations, we recommend appropriate and corresponding investment alternatives and offer professional assistance to ensure portfolio performance.
