With the world in turmoil and the markets correcting dramatically every few years, traditional long-only, buy-and-hold investments have not yielded the stable and consistent returns sophisticated investors are yearning for. It is for this reason that we founded the Delta Momentum Group to provide an innovative alternative to traditional wealth management.
We believe investors can only achieve diversification and build “all-weather” portfolios, if their portfolios embrace the following qualities:
Asset Diversification
Some of the best performing asset classes are outside of the mainstream. We believe investors should consider allocating a portion of their portfolios to cover every major asset class, including:
Private Equity
Venture Capital
Hedge Funds
Private Credit
Secondaries
Investment Strategy Diversification
In times of market turmoil, many asset classes are correlated. As a result, traditional long-only, buy-and-hold public market strategies just do not work. We believe investors must embrace innovative approaches to soften the blow to their portfolios:
Long/short investment strategies:
After a long bull run, the latest market corrections in equities and digital assets have destroyed many traditional, buy-and-hold, long-only portfolios. We believe sophisticated investors should blend in advanced investment strategies that include the flexibility to bet against markets whenever opportunities arise. Our platform offers access to specialized long/short funds across multiple asset classes, providing dynamic exposure to both bullish and bearish market environments.
Innovative hedging and risk management strategies:
The most innovative hedging and risk management techniques can help sophisticated investors stay out of trouble or soften the blow during times of recession. We focus on funds that implement advanced derivative strategies, volatility arbitrage, and multi-asset hedging frameworks to mitigate downside risk while preserving upside potential. This disciplined approach to risk management is essential for navigating today’s unpredictable markets.
Timeframe diversification:
As today’s markets can turn on a dime, it is critical to have the ability to liquidate a portfolio instantly or tactically short a market to capture unique opportunities. Investment managers with the agility, experience, and proven strategies to act decisively are the ones that consistently generate outsized returns for their investors. Our platform curates funds across a range of investment horizons—from tactical short-term strategies to long-term secular trend investments—allowing investors to optimize their exposure across market cycles.
Investment Manager Diversification:
We believe a healthy portfolio should embrace dozens of top-tier alternative asset managers to achieve meaningful diversification. In addition to active allocations to established and emerging fund managers, we also provide access to secondary market opportunities. Through the strategic acquisition of older vintage funds via LP interest buyouts, investors can gain exposure to mature portfolios with clear visibility on asset performance and earlier return profiles. This approach not only enhances diversification but also helps improve portfolio liquidity and reduces the J-curve effect commonly associated with private market investments.
We look forward to welcoming you to our community.
If you are interested in working with us, request an introduction here.
Contact
Phone
+1-650-402-2600
info@deltamomentumgroup.com