In today’s challenging and complex environment, we offer comprehensive investment management services without conflict of interests to help you carry out your mission.
We are a global investment committee, with members drawing from experience on the buy-side, sell-side, macro, and portfolio management across the US domestic, US offshore, and Latin America regions. We hold daily market calls and weekly asset allocation meetings. This also allows us to analyze longer term trends such as demographics and factor-based investing
We construct our portfolios to manage risk, not just to seek return. Our independent risk committee meets weekly and monitors risk for our portfolios based on VaR (Value at Risk) budgets, volatility constraints, max drawdown analysis, and scenario analysis. Our underlying investments are not only analyzed based on individual risks but also their historical correlations to other underlying portfolio investments to optimize the risk-return profile.
We base our fund selection not only on historical performance and quantitative factors, but also on the compatibility of the fund regarding our own economic and financial views. In other words, we select a fund when we understand that the fund managers are aligned with our views in order to maximize value to the overall portfolio strategy.
We do not rely solely on large fund families, but rather seek out boutique firms that are experts in certain asset classes or regions that are nimble enough to provide consistent alpha across the entire market cycle. Therefore, we invest having deep knowledge of underlying funds, the portfolio management team, and style.
Overlay core holdings with tactical ETF’s based on our economic views.
600 Brickell Avenue, Suite 1760
Miami, Florida 33131
+1 786 753 7009
info@blacktoro.us
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Photographic credits
Brickell Building photo by: Robin Hill