Investment Philosophy and Process

Intelligent Investing under Any Market Condition

Burlingame Investment Group utilizes an endowment approach to investing which focuses on diversification and long-term investment horizon – usually two to three years for liquid assets and five to seven years for illiquid assets.  The latter approach allows BIG to become a contrarian investor during noted periods of market exuberance or market dislocations.  

By investing across multiple asset classes, strategies, and geographic regions, BIG’s mission is to offer superior performance under both normal and extreme market conditions in an investment vehicle that enables easy participation for individuals, family offices, and other investors.

BIG’s asset allocation model is based on both strategic market views and the latest analytical optimization techniques. This model is used to maximize returns while mitigating significant downside risks.

Risk management is at the heart of BIG’s investment process. The maximum downside risk of a trade is weighed against its forecasted return to achieve optimal risk-reward ratio. Each position’s correlation during normal market conditions and stressed periods are continuously monitored.

The overall portfolio is reviewed on a daily basis to ensure that the long-term return targets can be met while charting through short-term market volatilities and unforeseen potholes in the changing market environment.

Contact Burlingame Investment Group to learn more about investing opportunities.