Equity Capture with Risk Mitigation

Equities remain a foundational component of any well-diversified portfolio. However, we believe that actively managing downside risk is essential to enhancing long-term compounded returns.

Our Equity Capture program, combined with our Risk Mitigation solution, represents our interpretation of the portable alpha concept. It allows investors to stay fully invested in equity markets while aiming to improve downside protection over time.

Key objectives include:

1.Absolute return focus – targeting equity-like returns across full market cycles

2. Variable equity correlation – ranging from 0 to 1 over a two-year horizon

3. Enhanced downside resilience – seeking to reduce drawdowns

4. High liquidity – ensuring flexibility in dynamic market conditions

This investment concept is highly customizable and is available in fund or managed account formats.

(*) Source: Bloomberg & Bainbridge.

This graph has been provided for illustrative purposes only and should not be relied upon in making any investment decision.

Equity Capture with Risk Mitigation

1.Absolute return focus – targeting equity-like returns across full market cycles

2. Variable equity correlation – ranging from 0 to 1 over a two-year horizon

3. Enhanced downside resilience – seeking to reduce drawdowns

4. High liquidity – ensuring flexibility in dynamic market conditions

This investment concept is highly customizable and is available in fund or managed account formats.

(*) Source: Bloomberg & Bainbridge.

This graph has been provided for illustrative purposes only and should not be relied upon in making any investment decision.

Get in touch

Find out more about our investment
products and solutions.

Disclosures & Disclaimers

Equity Capture with Risk Mitigation

1.Absolute return focus – targeting equity-like returns across full market cycles

2. Variable equity correlation – ranging from 0 to 1 over a two-year horizon

3. Enhanced downside resilience – seeking to reduce drawdowns

4. High liquidity – ensuring flexibility in dynamic market conditions

This investment concept is highly customizable and is available in fund or managed account formats.

(*) Source: Bloomberg & Bainbridge. This graph has been provided for illustrative purposes only and should not be relied upon in making any investment decision.

Get in touch

Find out more about our investment products and solutions.

Disclosures & Disclaimers

Select an option

(*) Source: Bloomberg & Bainbridge.

This graph has been provided for illustrative purposes only and should not be relied upon in making any investment decision.

Find out more about our investment
products and solutions.