Our Strategy
Investment Growth & Sustainability
Barrett Capital Management develops and implements liquid, systematic investment strategies for high-net-worth individuals and families as well as institutional investment entities such as endowments, foundations, and others.
We seek to gain insight into global financial markets through the use of quantitative analysis of fundamental and macro-economic data, with the goal of turning that knowledge into investment success for our clients.
Our investment team builds upon our decades of experience through continual research to develop and enhance systematic strategies with a focus on risk management. We continually advance our use of technology to increase automation and add efficiency and scalability to our investment process.
Our proprietary investment platform, Global AI®, uses artificial intelligence to:
- Determine when and where to invest across multiple countries and regions
- Analyze fundamental data in a quantitative manner
- Understand risks and opportunities built on macro-economic and fundamental data analysis
We focus on geographic targeting using our quantitative models that analyze fundamental and macro-economic data seeking to reveal attractive growth opportunities across global markets in all market conditions.
Our proprietary quantitative investment strategies focus on:
- Consistent, disciplined process – proprietary algorithms that independently analyze vast amounts of fundamental and econometric data points
- Risk management – we built our proprietary platform with risk management embedded at its core to help mitigate downside risk and volatility.
- Dynamic portfolio allocation monitoring against stated objectives
- Strategies to fit various investment goals