Balthazar Capital is a specialist investment management company delivering long only and absolute return strategies to professional and institutional investors.
We are focused on achieving absolute returns – each and every day – while keeping a long-term view for our investors.
We believe in the power of compounding and value having a long investment horizon.
We cherish our independence and ability to choose investment styles that are not wedded to benchmarks.
53%Average ESG score
67%Technology, healthcare & financials
We follow proven investment strategies based on a fundamental, research-intensive approach to identify high conviction trades. We focus on mid and large cap listed US equities – a playing field we know best and where we believe we have an edge. Our teams seek to unlock alpha by identifying and exploiting opportunities within this universe.
We depend on our own proprietary research and analysis to drive a repeatable investment process and select stocks that will outperform. We leverage our knowledge, judgment and experience to construct and actively manage our portfolios. We adapt to various market cycles and conditions and protect capital using an option overlay.