We believe that discipline is essential to maintain a successful and sustainable investment strategy. For over 18 years a disciplined approach is at the core of our investment strategy. The Commodities Fund, like all Blumberg Capital Partners Funds, shares the following characteristics.
-
Our most important mission is the preservation of our investors’ capital. We approach every investment with a healthy skepticism, and take the position that there are no blue chips.
-
Our investment strategies focus on platform creation and synergies with a global view toward investment opportunities.
-
Timing is critical; we are specialists in capital deployment, cyclical timing, and value add strategies. Many investors buy near the peak of a market and then hold on too long. Our discipline is to buy low and then sell in premium markets, generating premium returns. Being privately-held enables us to act quickly.
-
Sound underwriting is the foundation on which we build our portfolios. We believe one is much more likely to find value when paying attention to fundamentals. We avoid trends and do not chase momentum. We are cyclical based investors, absolute return focused, balanced with a competitive desire over the long term to beat benchmark and peer groups.
-
To truly guard and promote investor goals requires an alignment of interests. Only the best investment and analytical professionals, who share our investment philosophy, and participate in total Fund performance, manage our Funds.
-
Risk is unavoidable, but we never magnify it with excessive leverage. Our debt-equity ratios are far more conservative than the industry average. We take a downside risk orientation on operation and management of all assets.
-
When we don’t see solid opportunities, we wait, patiently, as we did during the market turmoil of 2007 and 2008, believing that a protected upside is preferable to a significant downside.
-
Transparency and sound governance result from an internal firm wide fiduciary perspective reinforced by outside executive Boards that serve as audit and review for each Fund.
-
We are innovators in Fund structures designed to respond to investors requirements balanced with a dynamic and changing investment world.
