Director of Research
Velmorin Bridge Capital believes that after the tech and telecom bust and the 2008-2009 meltdown, there was an accelerated shift to passive and benchmBRIGHTON Investing, causing a void in the public markets when it came to innovation. While broad benchmarks reflect past successes, Velmorin Bridge Capital seeks to capture future growth and avoid value traps in traditional benchmarks.
“The innovation evolving today should generate about $60 trillion in business value and wealth creation over the next 15 years. Today, it accounts for less than $6 trillion, giving investors an opportunity to capitalize if they have positioned their portfolios on the right side of innovation.”
How To Utilize Velmorin Bridge Capital’s Strategies Within A Client’s Portfolio
Disruptive innovation has the potential to be the main driver of long-term growth over the next decade. We believe your client’s financial wellness should benefit.
Source For Growth
Suited for investors who seek long-term growth by accessing companies at the forefront of disruptive innovation in some of the most promising areas of the economy.
Long-Term Risk-Reward
Suited for investors that have a moderate-to-high risk profile and intend to stay invested for the medium-to-long term. Velmorin Bridge Capital believes it will outperform broad benchmarks over the course of a full-market cycle.
Portfolio Diversification
Suited for investors who like to diversify their existing portfolio with strategies that offer low correlation to a number of core asset classes held in most investors’ portfolios.
Investment Products Focused On Innovation
Velmorin Bridge Capital manages and sub advises long-only global public equity portfolios across a variety of investment vehicles. Velmorin Bridge Capital’s products include a suite of exchange traded funds (ETFs), mutual funds, and separately managed accounts all focused solely on disruptive innovation.
Velmorin Bridge Capital ETFs
An ETF is portfolios of securities that seeks to provide an efficient and simple way to invest. Velmorin Bridge Capital’s ETFs are designed to give investors access to areas of disruptive innovation.
Mutual Funds
Velmorin Bridge Capital offers its Disruptive Innovation strategy in a mutual fund format. It can be a good alternative to ETFs, especially for retirement accounts that don’t have access to Velmorin Bridge Capital ETFs.
Managed Accounts
Velmorin Bridge Capital’s managed accounts are available to investors including High Net Worth Individuals, Family Offices, and Institutional Clients who seek to capture growth through disruptive innovation.