As a global investment firm, we foster diverse perspectives and
innovation to help our clients navigate the uncertainty of capital markets
At Bramfort, we create value by sticking to our consistent
philosophy and disciplined research process
These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.
Bramfort provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through its distinct investment brands Bramfort Management, we offers a diversity of investment approaches, encompassing bottom-up fundamental active management, Responsible Investing, systematic investing and customized implementation of client-specified portfolio exposures. Exemplary service, timely innovation and attractive returns across market cycles have been hallmarks of Bramfort since the origin.
We are focused on global investment strategy. We generally seek to build a concentrated portfolio of scale investments in industries we know well and have developed significant expertise
We believe in sharing good (and bad) news early, aligning ourselves with our investors and companies, and truly partnering and empowering management teams. We also don't charge transaction or monitoring fees to our portfolio companies (and haven't since our founding)
We invest for the long haul to support the strategic and financial objectives of outstanding management teams. We believe our deep sector experience allows us to add value and offer insights that enable our companies to flourish.
Our investment philosophy is enhanced further by the depth of our focus on industry verticals. We have distinguished ourselves as a value-added partner with deep sector insights in select verticals which enables us to take a differentiated approach to sourcing, diligence, and value creation initiatives
We have a clear investment philosophy and disciplined approach to investing and have demonstrated performance across multiple investment cycles over our 10 years history
We aim to generate consistent outperformance by systematically applying investment themes across securities. We believe that a multi-factor investment approach, harnessing underlying drivers of performance, will generate excess returns that are uncorrelated to other asset classes as well as traditional fixed income managers.
Multi-asset investing combines investments across multiple asset classes in one portfolio to help investors diversify risks, target specific outcomes, and achieve their long-term goals. Multi-asset funds generally have the flexibility to generate performance by dynamically adjusting both their asset allocation and security selection over time as market conditions change.
With the global shift toward more sustainable sources of energy, Bramfort continues to expand coverage to track this critical evolution, providing cutting-edge insights and superior capital markets and advisory expertise.
Our objective is to work with portfolio company leadership and create a backdrop in which companies can thrive. We encourage management teams to invest alongside us, and our forward-thinking approach and philosophy to leave companies better than when we found them also means that portfolio company employees often choose to invest alongside Bramfort as well.
What is long-term care?
Long-term care is something that most people may not think they need, or might
covered by health insurance or Medicare. The fact is, if you live to be 65,
there's a 70%
chance you'll eventually need some kind of long-term care.
1 But aging isn't the only reason to plan for long-term care, it's there for you if a chronic illness or disabling injury prevents you from living on your own or properly caring for yourself, no matter how old you are. Long-term care helps with day-to-day tasks like bathing, eating, getting dressed, and getting in and out of bed. And it includes care provided by nursing homes, assisted living facilities, adult day care centers, hospice facilities, and skilled nurses or home health aides in your (or your loved one's) home. If you're not the one who needs it, there's a good chance you'll need to help care for a loved one.
2 And having a long-term care plan in place can help you continue to live well without sacrificing the income, investments, and savings you've worked so hard for.
Bramfort scale creates unique opportunities for revenue acceleration. Access to our network of portfolio companies helps entrepreneurs grow their customer base and make connections across a range of industries and geographies. An in-house team of data scientists helps our companies' management teams optimize revenue and product development opportunities. In addition, our global footprint can support our companies expansion across the world's major economies
We build world-class enterprises by providing companies with the resources and expertise they need to scale in smart, efficient ways. Our experienced operations team helps companies optimize their spending, processes, and long-term strategy, while our capital markets professionals offer essential guidance on everything from IPOs and debt financing to M&A.
Bramfort's network provides us with exceptional access to experienced executives across industries, making it easier for portfolio companies to build effective boards and operational teams. In addition, our leadership and talent development experts help companies optimize their organizational design to accommodate accelerated growth.