Investment Management
Deliberative and Thorough Analytical Process
Long-term wealth creation is a living enterprise, adapting and advancing under all conditions. As purpose-driven investors, Basso is not chasing conformity. Using a meticulous process, our investment committee measures uncertainty versus expected results. Through our objective research and analytical diligence, we work to develop a rational path to family success.
Global Network and Institutional Standards
Basso looks at things differently, and people tell us they hear things from us that they’ve rarely heard from others. Relying on our hedge fund knowledge and a global network, we behave more like a disciplined endowment than a high-net-worth investment advisor. Endowments challenge normalcy by uncovering opportunity through flexibility and independence. This sets us apart from our peers.
Efficient Execution of Innovative Ideas
Anyone can buy an investment product or highlight an opportunity—but not everyone can successfully execute a deal. Basso is an active market participant collaborating with counterparties that are usually exclusive to hedge funds and other institutional investors. We’re adept at finding or creating uncommon investment vehicles. At Basso, we’re not takers but work to be makers of opportunity.
Risk Focus and Asymmetrical Trades
Many wealth advisors focus only on returns and performance. Basso concentrates on risk. Our position is that returns will come with proper risk management. We conduct our own analytics to search for what we believe to be lower-risk places to invest. This includes searching for positive asymmetrical trades that may come with reduced risk but have great potential for exceptional reward.
