INVESTMENT FOCUS
Bellator Family Office deploys capital across high-conviction sectors where we have deep expertise and proprietary access to exceptional opportunities.
PRIVATE MARKETS
Our substantial allocation to private markets reflects our conviction that the most compelling risk-adjusted returns are found outside public exchanges.
Illiquidity Premium
Enhanced returns for patient capital with long-term horizons
Operational Value Creation
Active ownership to drive performance improvements
Lower Correlation
Diversification benefits and reduced portfolio volatility
Proprietary Access
Exclusive deal flow through institutional relationships
Total Private Markets: 48% of portfolio, significantly above the 25-30% industry average for family offices.
SECTOR FOCUS
Deep investments in artificial intelligence, machine learning, and enterprise software. We partner with category-defining companies leveraging AI to transform industries.
Generative AI & LLMs
Next-generation AI applications and infrastructure
Enterprise SaaS
B2B software with strong unit economics
Cybersecurity
Critical infrastructure protection
Semiconductors & Hardware
AI chips and advanced computing
Strategic investments in breakthrough therapies, medical devices, and healthcare technology platforms improving patient outcomes and reducing costs.
Precision Medicine
Genomics and personalized therapeutics
Medical Devices
Innovative diagnostic and treatment technologies
Digital Health
Telemedicine and healthcare IT platforms
Longevity & Wellness
Anti-aging and preventative care
Capital deployed to accelerate the energy transition and build sustainable infrastructure. Focus on proven technologies with clear paths to profitability.
Renewable Energy
Solar, wind, and energy storage
Carbon Capture & Removal
Direct air capture and sequestration
Sustainable Materials
Circular economy and recycling tech
Electric Mobility
EV infrastructure and fleet electrification
Direct lending strategies providing attractive risk-adjusted returns through senior secured loans, mezzanine debt, and specialty finance.
Direct Lending
Senior secured loans to middle market companies
Real Estate Debt
Commercial and residential mortgages
Specialty Finance
Asset-backed lending and receivables
Distressed Opportunities
Structured credit and special situations
GLOBAL REACH
60%
Core allocation to US and Canadian markets
25%
Selective investments in developed markets
15%
Growth opportunities in dynamic markets
CURRENCY MANAGEMENT
Our proprietary algorithmic approaches to currency management protect portfolio returns while capturing opportunistic alpha from FX dislocations.
Systematic hedging of currency exposures using options and forwards to protect downside while maintaining upside participation
Algorithmic strategies exploiting interest rate differentials across G10 and emerging market currencies
Trading implied vs. realized volatility in major currency pairs to generate uncorrelated returns
Hedging ratio dynamically adjusted based on market conditions and volatility regime