Our Strategies
Our Strategies:
Invested Thematics
Listed thematic strategies at GATE Capital Management: each states the date it reads, the sequence it expects, and what would falsify it.
Thematic projects
Themes GATE Capital Management researches and can advise on, without a vehicle behind them: Global Space Age and Hydrogen.
Hedge Fund Strategy
The hedge-fund expression of GATE Capital Management's geopolitical and global macro reading: Global Tactical Opportunities.
Our view about Asset Allocation
Why a standard asset-class allocation leaves a gap, and how a thematic and tactical process is designed to sit beside it rather than replace it.