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BLOOMBERGFederal Reserve Maintains Interest Rates, Signals Data-Dependent Approach07:09
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FINANCIAL TIMESGold Hits Record High Amid Market Uncertainty02:44
COINDESKBitcoin Surges Past $45,000 on ETF Optimism01:23
CNBCS&P 500 Reaches New All-Time High Amid Tech RallyJust now
BLOOMBERGFederal Reserve Maintains Interest Rates, Signals Data-Dependent Approach07:09
WALL STREET JOURNALBig Tech Earnings Beat Expectations, Stock Prices Soar05:08
REUTERSGlobal Markets Rally on Strong Economic Data04:32
BLOOMBERGOil Prices Rise on OPEC+ Production Cut Decision03:15
FINANCIAL TIMESGold Hits Record High Amid Market Uncertainty02:44
COINDESKBitcoin Surges Past $45,000 on ETF Optimism01:23
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Hedge Funds: Flexibility for Sophisticated Portfolios

We provide strategic capital and expertise to hedge funds opportunities. Our funds don't just invest; we partner to build lasting value.

What are Hedge Funds?

Hedge funds are flexible investment vehicles that use a wide array of strategies, including leverage, derivatives, and short-selling, to achieve their goals. They are defined by their strategy, not their asset class.

A Look at Our Strategies

We manage a range of funds to capture diverse opportunities:

Event-Driven Fund

Capitalizing on price movements caused by corporate events like mergers, acquisitions, spin-offs, or bankruptcies.

Global Macro Fund

Taking concentrated bets on economic trends by investing in currencies, interest rates, and stock indices based on top-down analysis of global geopolitical and economic events.

Ideal For

Accredited and institutional investors looking for non-correlated returns, sophisticated risk management, and strategies that aim to perform in all market environments.

Risk Level

Medium to High

Key Benefits

Absolute return focus

Market-neutral strategies

Sophisticated risk management

All-weather performance

Historical Performance

Past performance does not guarantee future results. Returns shown are net of fees.

5-Year Return

42.1%

Cumulative

Volatility

11.4%

Annual Standard Deviation

Sharpe Ratio

1.45

Risk-Adjusted Return

Annual Returns

2019
+11.7%
2020
+8.4%
2021
+13.2%
2022
-5.8%
2023
+10.5%

Disclaimer: Past performance is not indicative of future results. All investments involve risk, including the loss of principal. Performance figures are hypothetical and for illustrative purposes only.

Fund Documents & Resources

Download our comprehensive fund materials and performance reports

Hedge Fund Strategies Overview

PDF2.2 MB

Event-Driven Fund Analysis

PDF1.9 MB

Global Macro Strategy Report

PDF2.5 MB

Note: Some documents may require investor accreditation verification. Please contact our investor relations team at investors@bellator.com for access.

Ready to Learn More About Hedge Funds?

Schedule a consultation with our investment team to discuss how this strategy can fit into your portfolio.

Bellator Family Office | Wealth Management & Private Investment