Balestra focuses on understanding the impact of economic, political and social events on the world’s financial markets in order to produce solid returns while protecting clients’ capital.
The portfolio is invested in liquid instruments across all asset classes and is transparent to investors.
Comprehensive risk management practices include position limits and diversification requirements. Robust risk monitoring processes include scenario analyses to project the portfolio’s response to extreme changes in market conditions including potential market and systemic risks.
Multiple best-in-class prime brokers, counterparties and custodians. Independent administrator and Big-4 auditor. Bilateral collateral agreements limit counterparty risk. Daily three-way NAV reconciliation with independent pricing by administrator.
James Melcher, Norman Cerk, Matthew Luckett, and Ryan Atkinson are members of the portfolio team — an experienced group of investment professionals with expertise across global investment securities and diverse market conditions.