Our philosophy

  • At Balthazar Capital we believe that in equity markets there are significant inefficiencies at the single stock level. We rely on a disciplined, repeatable bottom-up fundamental analysis to identify those unique investment opportunities and deliver significant long-term alpha to our investors.
  • We understand the importance of liquidity. The investment universe is composed of listed securities across key developed and emerging markets, with a particular focus on companies with sound financials, reasonable valuations and attractive growth prospects
  • Whilst we aim to build a portfolio of high conviction ideas to make material returns, we adhere to a rigorous risk management approach to mitigate capital losses.
  • We are encouraging bold and original thinking and believe that integrity and open mindedness are key to achieving the best outcome for our investors.