Global AI® Allocation Intelligence
Discipline, by design.
Global AI® is Barrett Capital’s proprietary, systematic investment process. It applies quantitative models, including artificial intelligence and machine learning, to fundamental and macroeconomic data across global markets, helping our team make consistent, unemotional allocation decisions.
In plain English
What it means for you.
Your portfolio is guided by the same disciplined questions in calm markets and turbulent ones, and customized to your goals and tolerance for risk.
Why we built it
Emotion is one of the most persistent risks investors face. We built Global AI® to bring structure and consistency to portfolio decisions: to hold a disciplined line when it is hardest to hold.
What it evaluates
- Fundamental and macroeconomic information
- Opportunities across developed and emerging markets
- Changing market conditions and investment risk
- Portfolio positioning relative to each client’s objectives
People decide
The models inform the process; they do not manage money on their own. Our investment professionals develop, evaluate, and oversee the process, and every portfolio reflects the individual client it serves.
Risk-on, risk-off
Posture that responds to evidence.
When the weight of evidence across global markets is favorable, portfolios can lean toward growth-oriented assets. When conditions deteriorate, the process can shift toward more defensive positioning. These are systematic adjustments, not predictions about where markets go next.
Conceptual illustration only. Not a depiction of any actual portfolio, allocation, or result.
From research to decisions
A repeatable investment framework.
- Research
Evaluate the information
Analyze fundamental and macroeconomic data across global markets.
- Position
Apply the process
Use systematic analysis to inform investment positioning and risk decisions.
- Monitor
Revisit the portfolio
Monitor positions and conditions relative to stated investment objectives.
Investment beliefs
What we believe, and why it shapes your portfolio.
Diversification is a discipline
Across asset classes, countries, and currencies, so no single story has to be right.
Valuation matters
The price paid shapes the outcome available.
Leadership changes
Market leadership rotates, often without announcement. Yesterday’s winner is a weak forecast.
Risk is managed, not ignored
Liquidity and a defined process come before bold calls.
We don’t rely on predictions
We respond to evidence rather than forecasting headlines.
People oversee the process
Models inform. Experienced professionals decide.
Investing involves risk, including loss of principal. Diversification and risk management do not guarantee a profit or protect against all losses. A systematic process does not guarantee results.
Understand the approach.
- What does “AI” mean in Global AI®?
- Global AI® is the name of Barrett Capital’s proprietary Allocation Intelligence investment platform. The firm describes its approach as combining quantitative models with technology, including artificial intelligence and machine learning, to analyze investment information.
- Does a systematic strategy eliminate risk?
- No. Models have limitations, markets can behave unexpectedly, and investments can lose value. Risk management is part of the process, not a promise of protection.
- Who is the investment approach designed for?
- Barrett Capital serves individuals and families as well as institutional investors, including foundations and endowments. Suitability depends on the particular client’s objectives and circumstances.
The first step is a conversation.
Tell us what’s on your mind. We listen, ask insightful questions, and tell you plainly whether we’re the right fit.