BELRIDGE CAPITAL, LLC
CHICAGO, IL

Firm Overview Belridge Capital, LLC (BC) specializes in the evaluation and monitoring of U.S. and International long only equity managers. Combining concentrated and highly focused mandates from high-quality and experienced investment managers in providing a complete equity allocation with an objective to consistently outperform the broad equity market over a full market cycle. BC employs a rigorous, proprietary due diligence process that balances qualitative and quantitative metrics, subjective and objective factors, and art and science, in order to identify outstanding people, firms, and strategies. BC uniquely identifies and isolates consistent pockets of alpha production from within existing strategies and then creates new sub-strategies (mandates) around those areas. By combining concentrated and differentiated mandates within a Fund, BC believes that it is possible to consistently outperform the broad market over a full market cycle. Each Belridge Capital Strategy is a completely unique equity solution, differentiated by its combination of focus and concentration, and representing a completely long-only equity exposure with high transparency, ample liquidity, and a meaningful level of diversification, while remaining a truly actively-managed portfolio. The next step in the process was to blend multiple managers’ alpha generating sectors, referred to as “mandates”, into one unique portfolio. In utilizing this analysis, a portfolio was created using specific mandates from multiple investment firms to provide a diversified aggregate portfolio based on stock selection rather than blending multiple managers overall portfolio management process, in creating the Belridge Capital Strategy. Investment Philosophy We are long-term investors and will trade as infrequently as possible We are long-term investors and will trade as infrequently as possible We are long-term investors and will trade as infrequently as possible We are long-term investors and will trade as infrequently as possible Investment Philosophy Belridge Capital, LLC (BC) specializes in the evaluation and monitoring of U.S. and International, long only equity managers. BC employs a rigorous, proprietary due diligence process that balances qualitative and quantitative metrics, subjective and objective factors, art and science, in order to identify outstanding people, firms and strategies. BC uniquely identifies and isolates consistent pockets of alpha generation within existing strategies, and creates new sub-strategies (mandates) around those pockets. See how Belridge Capital’s unique understanding and vision of the industry develop solutions that are designed around clients’ best interests.