Launched in 2014 in NYC, BTA Investment Advisors, LLC (“BTA” ) is a multi-manager sponsor and fiduciary specializing in active alternative strategies by mostly foreign Emerging Managers.. Partner asset managers must have between $ 500m and $ 3bn AUM firmwide and over 10 yr consistent alpha-generation track record to be considered.
As main sponsor, BTA supervises its managers on an on-going basis for risk and style drifts, with a mission to deliver over 3-5 years consistent alpha, low-correlation and low-volatility in its asset pools.
For maximum client peace of mind, BTA’s funds are domiciled in either the US or Cayman Islands, while being custodied in the US and supported according to US. best practices by US service providers, including legal and compliance, fund administration and US-Gaap auditing.
For maximum convenience, clients have a choice between co-mingled 3c7 private fund vehicles and multi-beneficiary institutional managed accounts, with either on-shore or off-shore domiciles. Several unit or share classes are also implemented.
Finally, as a fiduciary, BTA deeply cares that its client have an appropriate understanding of the benefits of each strategy before committing to any of them.
BTA Concorde Funds:
Open-Ended Private Funds for Accredited HNWI and Institutional Investors:
BTA offers three of Hold Asset Management’s (“HOLD”) proprietary strategies, including two muti-asset class hedge funds and a regional long-only equity fund. Each strategy averages between $ 200m-$300m AUM in its original jurisdiction, with track records extending between 6 and 16 years.
HOLD’s funds are not investable directly by non-EU domiciled investors.
Current BTA funds include:
– BTA Concorde Pi Alternative Investment Fund – a discretionary global macro-fund (6+yrs track record) covering equities, sovereign rates, HY, commodities, and currencies. (*)
Top Ten BarclayHedge Fund Award recipient in March’2017 (actually #6 among 126 Macro Funds).
– BTA Concorde Columbus Global Opportunity Fund- a global multi-strategy fund (7yrs track record), combining a value-oriented, tax-efficient, long-biased Central Eastern European (“CEE”) main equity sleeve, with opportunistic relative-value and global macro bets. (*)
Top Ten BarclayHedge Fund Award recipient in May’2017 (#7 among 70 Multi-Strategy Funds).
– BTA Concorde CEE Equity Long-Only Fund (16 yr track record) to be launched by BTA in 2H’2017 (*)
BTA’s fund performance is available monthly through providers like Albourne Partners, BarclayHedge, Eureka Hedge, eVestment Analytics, Hedge Fund Intelligence, Hedge Act, HedgeCo.net, HFR, Mercer, Morningstar Hedge, and Prequin.
Other Advisory & Managed Services
Custom U.S. advisory or Offshore Manager Diligence Mandates.
(*) Qualified seeders/allocators, please submit your questions by clicking here.