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OUR MODEL

Seven Bridges works closely with clients to develop an asset allocation appropriate to their needs. Our extensive sourcing
and due diligence allow us to invest through exceptional managers. The resulting client portfolio balances various risks
across asset classes while taking advantage of market inefficiencies, dislocations, and opportunities.

  • Thoughtful Asset Allocation

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  • Rigorous Manager Selection

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  • Customized Client Portfolio

    • Fixed Income
      • FIXED INCOME
      • Emphasis on safety and protection of capital
      • Provides liquidity for spending needs
      • Goal is to achieve stable return stream in normalized environment
      • Low exposure to credit risk
    • Diversifying Strategies
      • DIVERSIFYING STRATEGIES
      • Emphasis on return stream uncorrelated to equity markets and with reduced risk of capital loss
      • Focus on returns from a variety of strategies with low correlation to each other and the market
      • Competes at times with fixed income as ballast for a portfolio
    • Hedged Equities
      • Emphasis on return stream that captures equity market upside but mitigates downside through use of hedging
      • Goal is to invest with “alpha” producing managers while avoiding paying high fees for “beta” managers
    • Developed Market Equities
      • DEVELOPED MARKET EQUITIES
      • Emphasis on long only equity managers who pursue better than market returns through deep fundamental research
      • Focus on capturing equity market upside, with some downside protection from good stock selection
      • Generally clients should have long term exposure to equities
    • Emerging Markets
      • EMERGING MARKETS
      • Emphasis on investments providing beneficial portfolio diversification as well as potential for high growth opportunities
      • Focus on attaining high returns offered by EM exposure while dampening inherent volatility through hedged and trading strategies
      • Employs largely country and regionally focused managers
    • Private and Real Assets
      • PRIVATE AND REAL ASSETS
      • Emphasis on seeking to exploit market dislocations and inefficiencies in markets
      • Inclusion only where the return opportunity appears to justify lack of liquidity
      • Will be market opportunity or dislocation driven, not generalist private equity funds