AI Hedge Awards 2017
Acquisition International - Hedge Fund Awards 2017 23 Brio Capital Management Best USA Focused Event Driven Small Cap Fund (Since Inception): Brio Capital LP Brio Capital Management Brio Capital Management LLC is a New York based boutique investment management firm. We spoke to Shaye Hirsch, the firm’s Founder and Principal, as well as Steve Obermeister, VP of Business Development to learn more about the firm and the investment options it offers. Company: Brio Management LLC Name: Steve Obermeister Email:
[email protected] Web: briocapital.com Address: 100 Merrick Rd, Suite 401W Rockville Centre NY 11570 Phone: 516-536-0500 HF170072 Brio Capital Management was established in 2006 as an investment firm focusing on companies with a market capitalization of below $250 million. Through its Private Investment Funds, Brio Capital LP and Brio Capital Offshore Fund, Ltd., Brio employs an opportunistic and event-driven investment approach with the goal of maximizing total return by incorporating a variety of strategies. Steve discusses the firm’s core focuses and how it aims to ensure that investors receive the service and returns that they expect. “Here at Brio Capital Management a core area of focus is providing growth capital through a variety of structures to small public companies seeking capital. We seek to tailor an investment with a favorable risk/reward profile for the investor, while maintaining a mutually beneficial, value-added relationship with the company. “Over the last decade, our mission has remained constant; to produce a successful risk-adjusted track-record while navigating through various market environments. Our client base is comprised of HNW, UHNW, Foundations, and we have an open, transparent relationship with every one of them. Our firm offers a niche investment strategy, providing diversity within an individual’s overall investment universe.” With its established track record and proven ability to minimize risk and preserve capital in the most challenging investment environments, Brio is able to showcase its ability to act as a small fund which is both nimble and able to take advantage of investment opportunities which large funds will not be able to capitalize on. The principal investment objective of the fund is to achieve long-term capital appreciation while emphasizing the preservation of capital. This is accomplished by having in place a disciplined approach including extensive due diligence. This approach has been popular in the firm’s base, New York. Being situated in the U.S. allows the firm access to technology and markets which help it to build upon its current success, as Steve outlines. “Our investments primarily are in US public companies with market capitalizations under $250 million. This region has many opportunities to find value and participate in growth. We believe this region stands to benefit most from the new Presidential administration and its promise for a more US-centric, pro-business environment. Our firm is based in this region so as to have a proximity to our primary investment markets. This allows us to maintain close contact with senior management and stay abreast of latest developments.” Ultimately the future looks bright for Brio, as it continues to grow and expand, as Steve concludes. “Looking towards the future we anticipate continuous growth of our firm as we seek to build up our assets under management and infrastructure, while continuing to provide our clients and investors with returns on their capital.” “Looking towards the future we anticipate continuous growth of our firm as we seek to build up our assets under management and infrastructure, while continuing to provide our clients and investors with returns on their capital .”
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