BCF employs an Endowment-Style allocation model, as pioneered by David Swensen of Yale University. In its simplest form, the strategy revolves around investing in a wide range of asset classes with minimal correlation to the overall markets and to each other, and a large exposure to alternative investments.

Over the past several decades, the “Super Endowments,” such as those of Harvard and Yale University, have consistently generated high levels of risk-adjusted returns, nearly doubling the performance of a traditional retail investor portfolio.

With this Endowment Model framework serving as the foundation of the BCF investment strategy, the emphasis on alternative assets plays a significant role in the overall return stream. Allocation weights assigned to each of the underlying investments are carefully managed on a continual basis based on the global macro environment and where the asymmetric risk/return investment opportunities exist in the current cycle, as well as potential risks in certain sectors. Given the nature of the various niche asset classes included in the portfolio, the overall allocation is intentionally calibrated to be “all- weather,” delivering real, sustainable growth to our families and investors over the course of market cycles.

The portfolio is highly diversified and includes a broad array of alternative investment funds covering three core "buckets": liquid alternatives (i.e., hedge funds), yield assets (i.e., real estate, private credit), and capital appreciation (venture, private equity, opportunistic investments). Within each of these categories, partnerships have been established with ‘best-in-breed’ managers who possess a true edge in their area of expertise and a proven track record of consistently outperforming their peers. These partnerships are a direct result of the relationships the BCF management team hasformed over their long investing careers. Many top fund managers, by design, do not accept capital from new sources. They are likely capacity-constrained, which - in part - drives their superior performance. The more capital they are tasked with deploying, the greater the tendency to revert to the mean. Therefore, having these established relationships in place is critical in gaining access to elite managers.

All fund managers and investment strategies are heavily vetted through a rigorous due diligence process.

‍By spreading exposure across a wide variety of asset classes, the BCF portfolio is designed to provide a diversified return stream to investors that is not heavily affected by overall market movements. Since this type of model requiressignificant scale, resources, and human capital, it is typically reserved for only those pools of institutional capital such as University Endowments and prominent global Single-Family Offices. With the Bering Capital Fund, we provide our clients with a simple way to access this sophisticated model of investing and grow their wealth for future generations.
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Feel free to reach out to us at info@beringcapitalfund.com.