Our Mission Statement
Global Alpha
Redefining Investing
Alternative asset manager: Actively managed, long-short global macro fund.
“Top-down”approach: We invest in sector champions within growth sectors when markets correct.
Take the stress out of investing by allowing our team of experts to dynamically manage your portfolio.
Monetising Trends And Inefficiencies
A family office with a focus on global macro trends and long-term value creation.We dynamically navigate volatile markets in order to consistently outperform our peers.
8080
Average Holding Period (days)
8080
Market Covered
8080
Asset Classes
80
Average Trades Per Day
Why Choose us
3 Principles We Follow
Asymmetry
Markets empirically overreact, i.e. they fall further and faster in response to negative news flow (FOLM, or downside risk) than they rise in response to good news (FOMO, or upside potential) which presents trading opportunities for savvy investors.
Volatility
Volatility refers to the degree of variation in asset prices over time, reflecting market uncertainty and risk.
Mean Reversion
Prices tend to revert to their historical average or medium term trend line.
We predominantly invest in US securities
The United States continues to lead the world in innovation and its financial markets remain the world’s most liquid/ efficient, with the added advantage of the U.S. dollar remaining the world’s reserve currency.
Sunrise technologies
Artificial intelligence, cloud computing, cybersecurity, driverless cars, clean energy, hyperscalers, crypto currencies, etc
Arbitrage opportunity
Stock prices usually over-shoot, then return to their long-term trend line (“mean reversion”). Markets are sentiment driven and asymmetric; not perfectly rational. Pricing inefficiencies present opportunities to generate “alpha”.
Emerging ThemesKey Sectors and
Key Sectors and
Industries
We live in uncertain times, with unprecedented geopolitical risks, emerging superpowers/ cross-border alliances and autocratic regimes in the ascendancy, further complicated by upheavals like AI, cyber threats and climate change. The only certainty is unpredictability/ volatility. Markets are susceptible to “groupthink” (herd mentality) with emotional over-reaction to news flow. Our fund managers therefore have to be nimble, in order to consistently deliver alpha. We achieve outperformance through active trading, amplified by leverage using futures and options. Old school ‘buy and hold’ strategies are no longer viable.
Meet Our Founder & Managing Partner
Shravan Sood
Meet Our Founder & Managing Partner
Shravan Sood
Value creation through active trading and strategic allocations based on deep value research.
Have Questions? Get in Touch!
UK l NDIA
UK +44 7979 536650 INDIA +91 99 3068 8009
shravan@globalalpha.co.uk
Contrasting investment philosophies: Value investing
Billionaire Warren Buffett is arguably the most famous value investor of all time. Buffett’s style is to buy high quality, well managed companies with competitive advantages, and then hold them forever. Buffett tends to only buy things he understands and he prefers to buy stocks at fair to attractive prices. Many investment gurus of you have been long term investors who buy quality companies with sustainable competitive advantage, and then hold them for long periods.
Conversely Billionaire Jim Simons is the founder of what is arguably the world’s leading quantitative fund: Renaissance Technologies. Ken Griffin founded Citadel, the most profitable hedge fund manager of all time. They both routinely buy/ sells thousands of stocks each quarter utilising sophisticated computer algorithms.
Jack Bogle The Vanguard 500 Index Fund Admiral Shares (VFIAX) is a low-cost way to gain diversified exposure to the U.S. equity market. The fund offers exposure to 500 of the largest U.S. companies, which span many different industries and account for about three-fourths of the U.S. stock market’s value. It has a 0.04% expense ratio and its performance in the long term has beaten many active funds over the years.
Contrasting investment philosophies: Value investing
Billionaire Warren Buffett is arguably the most famous value investor of all time. Buffett’s style is to buy high quality, well managed companies with competitive advantages, and then hold them forever. Buffett tends to only buy things he understands and he prefers to buy stocks at fair to attractive prices. Many investment gurus of you have been long term investors who buy quality companies with sustainable competitive advantage, and then hold them for long periods.
Conversely Billionaire Jim Simons is the founder of what is arguably the world’s leading quantitative fund: Renaissance Technologies. Ken Griffin founded Citadel, the most profitable hedge fund manager of all time. They both routinely buy/ sells thousands of stocks each quarter utilising sophisticated computer algorithms.
Jack Bogle The Vanguard 500 Index Fund Admiral Shares (VFIAX) is a low-cost way to gain diversified exposure to the U.S. equity market. The fund offers exposure to 500 of the largest U.S. companies, which span many different industries and account for about three-fourths of the U.S. stock market’s value. It has a 0.04% expense ratio and its performance in the long term has beaten many active funds over the years.