Strategies

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Overview

Our investment philosophy is based on three core principles, built on decades of research and experience. By applying these principles, we seek to deliver sustainable, long-term value for our investors.

Fundamental Investing

We rely on sound economic theory and analysis to help us deliver long-term, repeatable results.

Systematically Applied

A disciplined methodology underlies everything we do. Our investment process, built over 20 years, is based on a continuous process of design, refine, test, repeat.

Thoughtfully Designed

In portfolio construction, risk management and trading, we seek additional value for our clients. Using both qualitative and quantitative tools, we’re meticulous in every detail of the investment process.

Risk Management

Our Risk Management team oversees all aspects of both financial and non-financial risks including Market and Liquidity Risk, Counterparty Risk, Model Risk, Operational Risk, and Technology Risk. The firm employs a robust Enterprise Risk framework, which provides for a strong governance structure and ensures independence in risk making decisions. We believe it’s important for Risk Management to interact closely with the Portfolio Management, Research, and Trading teams, working together in managing risk. Together, we aim to ensure that portfolios are manageable through sudden and severely adverse stress events.

Equities

For nearly two decades, our overall goal has been to build compelling and repeatable investments that are highly diversified across signals and regions, and within a risk-controlled framework. We apply this systematic approach across our strategies, catering to the widespread investment needs of our clients.

Single-Style

Strategies that provide pure implementations of individual styles, such as defensive, momentum and value.

Multi-Style

These strategies harness the diversification and potential return benefits of investing in multiple well-known styles in an integrated fashion.

Enhanced

These strategies seek to provide consistent excess returns over common benchmarks. They combine established signals backed by academic evidence with proprietary signals based on rigorous research.

Relaxed Constraint

Strategies that build on Enhanced, but broaden the implementation universe through use of limited shorting in a 130/30 context while remaining beta-1 products.

3-Alpha

These strategies differentiate by recognizing the inherent risks and opportunities that come with global equity investing. They pair our Enhanced Strategy alongside dedicated country and currency models for integrated alpha opportunities.

Alternatives

As a pioneer in alternative investing, Kaizen has a long track record of managing the complexities of these types of strategies. By investing long and short, and balancing exposure to factors and asset classes, our alternative strategies are built to seek returns in both up and down markets. We offer both absolute return strategies, which target zero exposure to traditional markets, either at all times, or on average; and total return strategies, which maintain some exposure to traditional markets.

Absolute Return

Absolute Return Strategy

Provides exposure to highly diversified portfolios, aggregating nearly all of Kaizen’s strategies in a multi-strategy format.

Arbitrage Strategies

We offer convertible, merger and event-driven arbitrage strategies, or a diversified portfolio combining these strategies.

Credit Strategies

Seeks positive absolute returns by investing both long and short in a diversified portfolio of credit instruments.

Equity Market Neutral

Employs a multi-factor, market-neutral investment process based on Kaizen’s broadest global stock selection capabilities.

Global Macro

Invests in major asset classes based on prices and macroeconomic fundamentals, using a variety of quantitative and qualitative inputs.

Hedge Fund Premia

Seeks to efficiently capture a diversified set of classic hedge fund styles and deliver them to investors in a transparent and liquid vehicle.

Managed Futures

A diversified strategy that seeks to take advantage of price trends in global asset classes.

Opportunistic

Identifies securities that show extreme undervaluation based on both our quantitative models, as well as a thorough qualitative review.

Real Return

Seeks to provide an inflation-hedging, positive real return through a diverse mix of strategies and assets.

Style Premia

Seeks to harvest the return premia from well-known factors such as value, momentum, carry and defensive across asset classes and geographies.

Volatility Strategies

Invests on the volatility risk premium and can be applied as either a standalone strategy, a buy-write, or to enhance traditional equities.

Total Return

Diversified Growth Strategies

Offers a wide range of return sources including market risk premia, alternative risk premia, and alpha, with less of the reliance on rising prices for traditional assets that traditional diversified growth strategies can have.

Long-Short Equity

Employs our multi-factor investment process based on Kaizen’s broadest global stock selection capabilities, while maintaining a consistent net long exposure to the market.

Risk Parity

Invests across global asset classes by risk allocation as opposed to capital, seeking to build a portfolio that is both broadly diversified, but not overly reliant on any single asset class.

Multi-Strategy

Offers a diversified approach to alternatives investing, seeking to provide broad exposure to several different Kaizen strategies at the same time.

Kaizen is a Global Investment Advisor dedicated to delivering results for our clients

At the nexus of economics, behavioral finance, data and technology, Kaizen’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights.

Thoughtfully Design of Investment Portfolios (on request)

Our Research Process

Throughout our history, Kaizen has focused on building the best possible understanding of global economies and markets. These unique insights drive our innovative investment engine, deliver returns for our clients, and inform global economic policy.
On a mission to uncover timeless and universal investment principles, our unique meritocratic culture and cutting-edge technology allow us to systematize and compound our insights over time so that our collective understanding is greater than that of any individual.

As global macro-investment advice, we take a diversified approach spanning more than 150 different markets. With deep expertise in portfolio construction and risk management, we develop insights and design strategies to deliver value to our clients through any economic environment.

Mission, Vision and Values

Our mission is to create satisfied clients through professional excellence giving worldwide success and to be a leader in the creation, development and management of building, infrastructure, energy, water, services and investment advice; contributing actively to social wellbeing, sustainable development and the creation of value for our stakeholder groups.

Our vision is to meet the challenge of achieving sustainable development in all our business areas, so that the generations of today and the future will have a better life.

Our P.R.I.D.E. values:

Progress

Respect

Integrity

Drive

Excellence

Kaizen: Japanese word for “improvement”

Kaizen Properties focuses upon continuous improvement. Our philosophy aims not only to both the company and the people who work there are good today, but the company is driven by organizational tools to always look for better results.

Some Clients

Wealth Managers & Asset Managers:
Independent wealth managers, investment funds and hedge funds.

Pension Funds & Pension Plans:
Pension funds, municipal and professional pension funds and supplementary pension funds.

Banks:
Private banks, cooperative banking associations and savings banks.

Insurances:
Private and public insurance companies.

Family Offices:
Single-Family Offices and Multi-Family Offices.

Foundations & Non-profit Organizations:
Private and charitable foundations, foundation funds, non-profit organizations.