Beltraith Capital was formed to deliver competitive investment returns, net of fees, by cultivating the distinct advantages of small (less than $20 billion in AUM) investment firms. With a central focus on solution oriented/performance driven product design, organizational dynamics, operational excellence and strategic alliances, we acquire, launch, manage and grow competitive investment management firms.
Our 7 Essentials to Competitiveness and Growth
- Product innovation – designing tailored, solution-driven products designed to consistently produce competitive returns net of fees
- Organizational dynamics – seek to generate investment out-performance with a keen focus on human capital
- Operational excellence – implementation of business processes that maximize efficiencies, profitability and superior client satisfaction
- Risk Management- identification and mitigation of product and business risk
- New product development – identifying and monetizing investment opportunities through product partnerships
- Asset/Client Growth and retention – accelerating AUM growth through a broad, expanding, proprietary network of relationships and strategic acquisitions
- Talent acquisition and retention – attracting and grooming emerging talent throughout its growing network of strategic alliances