Overview
Our investment philosophy is based on three core principles, built on decades of research and experience. By applying these principles, we seek to deliver sustainable, long-term value for our investors.
Equities
For 25 years, our goal has been to build portfolios that deliver active returns within a risk-controlled framework. We apply our systematic approach across our strategies, catering to the widespread investment needs of our clients.
Single-Style
Strategies that provide pure implementations of individual styles, such as defensive, momentum and value.
Multi-Style
These strategies harness the diversification and potential return benefits of investing in multiple well-known styles in an integrated fashion.
Enhanced
These strategies seek to generate consistent excess returns over an equity benchmark. They combine established and proprietary signals based on rigorous research.
Relaxed Constraint
Strategies that build on Enhanced, but broaden the implementation through use of limited shorting in a 130/30 context while remaining beta-1 products.
3-Alpha
These strategies extend our Enhanced capabilities by adding dedicated country and currency models, seeking to capture additional alpha opportunities.
Alternatives
Benifit Asset Management has a long track record of managing the complexities of alternative strategies. We offer both absolute return strategies, which target zero exposure to traditional markets, either at all times, or on average; and total return strategies, which additionally seek to capture premia from traditional markets.
Absolute Return
Strategies that provide pure implementations of individual styles, such as defensive, momentum and value.
Absolute Return Strategy
Provides exposure to a highly diversified, broad suite of alternative strategies, while maintaining near-zero correlation to traditional markets
Arbitrage Strategies
We offer convertible, merger and event-driven arbitrage strategies, or a diversified portfolio combining these strategies.
Equity Market Neutral
Employs a multi-factor, market-neutral investment process based on Benifit Asset Management 's broadest global stock selection capabilities.
Global Macro
Invests in major asset classes based on prices and macroeconomic fundamentals, using a variety of quantitative and qualitative inputs.
ESG
Benifit Asset Management is committed to helping our clients achieve their Environmental, Social and Governance (ESG) goals. Our primary objective for considering ESG issues is improving the risk/return trade-off of our clients' investments. We provide investors a variety of options to achieve their ESG objectives.