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Our Commitment
Our constant focus is on generating absolute returns and in minimizing the downside risk of your portfolio relative to the fund benchmarks, as seen by our simulated volatilities and risk-return profiles. We often employ a significant portion of management’s personal investments in these strategies, aligning your interests with management.
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Our Passion
We strive to be the best-in-class in combining fundamental, macro-economic investing with in-depth quantitative analysis. Hands on approach to quantitative management with real-world analysis helps us forecast risk/returns and re-design the portfolios, not just on a monthly basis, but on a rolling weekly or even daily basis, based on news and volatilities.
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Our Experience
Our founders have over two decades of Wall Street and quantitative experience across a variety of sectors and real estate. Their unique backgrounds have helped them focus on the unique blend of quantitative and fundamental analyses seen both in the Tactical Asset Allocation and REIT strategies.
Prudent Investing Across US, Europe and Emerging Markets
Prudence | Quantitative Insights | Global Allocation = Superior Portfolio Performance
Global TAASector Sensitive US Investing
In-Depth Research Into US sectors through Quantitative and Fundamental Analysis
US TAALong-Short All-Asset Allocation
Unique Quantitative and Fundamental Approaches to Long-Short US Equity Investing
Long Short EquityExperience
A Wealth of Wall Street Experience - From 2002
Quantitative Insights
Unparalleled Quantitative Qualifications
Well-tested Strategies
Across Diverse and Extreme Global Scenarios
A Market Correction in the Works
What's next for US REITs?
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Oct 22 2025
Customized Client Risk can be achieved through an appropriate mix of Berunda Strategies and Bond Ladders One of the most important aspects to our investment process is determining a client’s individual risk appetite and their historical experience with asset returns. We typically begin a comprehensive analysis of the client’s existing portfolio (using their historical statements Read more ➝
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Nov 22 2025
130/30 working so far on both sides Based on our proprietary framework, the Berunda Long-Short All Asset (LSAA) strategy attempts to actively short over-valued US, European and Emerging Market equities with appropriate long positions in under-valued equities and other global asset classes such as bonds, gold, agricultural commodities and the US Dollar index on a Read more ➝
