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Proprietary Investment Strategies

Global Beta Series

Fully diversified and easy to understand investment strategies with global exposure to fixed income, equities and alternative investments.

Finance

What is it?

We built the Global Series with simplicity in mind, but the strategy still robust enough to provide coverage over the full spectrum of risk/return and to be able to accommodate any type of risk profile.

 

In a cost-effective way, Brazen Global Series are designed and constructed with forward thinking, but historical awareness of the risks involved around an uncertain future . The Series also follows a disciplined, systematic and repeatable process to use risk efficiently and effectively in its quest to deliver positive risk adjusted returns over full investment cycles.

One Strategy, Two Ways to Implement

Global Baseline Portfolios (BGBP) are the simplest way to build a globally diversified core position based on a client's Risk Tolerance Assessment (RTA) and using low-cost vehicles.

The BGBP should be viewed as an entry point or building block to more complex and/or Customized Investment Programs.

 

Our Investment Solutions Group rely on the this semi-active baseline strategy to begin the conversation with clients regarding optimum risk taking, to compare existing investment portfolios and to assess prior investment decisions.

Global Advanced Portfolios (BGAP) use a "Best in Class" approach to identify the best possible mix of investment selection to achieve a targeted expected return or risk.

The BGAP also use low-cost vehicles and the client's Risk Tolerance Assessment (RTA) to identify optimum risk taking.

 

This active strategy seeks to provide a more granular exposure to global financial markets while emphasizing those areas that exhibit positive risk adjusted returns.

All Global Beta Portfolios

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Capital Preservation

The goal of the Capital Preservation strategy is to provide protection
of principal and some current income with minimal volatility.

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Conservative

The goal of the Conservative strategy is to provide current income
and some long-term appreciation with limited volatility.

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Moderate Conservative

The goal of the Moderate Conservative strategy is to provide modest current income and long-term capital appreciation with some volatility.

Moderate Aggressive

The goal of the Moderate Aggressive strategy is to provide long-term capital appreciation with modest volatility and some current income.

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Aggressive

The goal of the Aggressive strategy is to provide long-term capital appreciation with greater volatility and minimal current income.

Speculative

The goal of the Speculative strategy is to provide long-term capital appreciation with no regard for current income and greater volatility.

Contact Us

99 Wall Street, Suite 1701

New York, NY

10005

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Access to Brazen Capital, LLC (BZC) investment solutions is only available to clients who execute an Investment Management Agreement, accepts the Client Relationship Summary and Brochure (Form ADV, Parts 2A and 2B). You are encouraged to read these documents carefully.

 

All investments involve risk and may lose money. BZC does not guarantee the results of any of its advice, strategies or managed accounts. Clients should be aware that their individual account results may not exactly match the performance of modeled portfolios created and managed by BZC. Past performance is no guarantee of future results. Each client relationship is subject to an account minimum, which varies based on the strategies included in the portfolio and is at the discretion of BZC. BZC retains the right to revise or modify portfolios and strategies if it believes such modifications would be in the best interests of its clients. Registered members of BZC website are not necessarily clients of BZC and registration will only provided access to members only pages and privileges.

* There are minimum asset levels and eligibility requirements to work with a dedicated Financial Professional. Investing involves risk including the potential loss of principal invested.

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 © 2022 by Brazen Capital. LLC. All rights reserved.

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