A portfolio strategy that goes beyond ordinary.

We offer a well-managed approach designed for institutional and accredited investors.

Qualified investors choose GlassBead for many reasons—a desire for more active management, a need to balance international exposure with a strong U.S. equities component, or to add greater appreciation potential to primarily income-oriented portfolios. Our platform helps these investors pursue their varied goals by providing:

  • Highly concentrated equity exposure with a favorable risk/reward profile
  • Untapped value, realized through favorable pricing and/or clearly defined catalysts that can drive future upside
  • Thematic and uncorrelated positions, using a dual top-down and bottom-up approach
  • Pure-alpha strategies that can help diversify portfolios with large beta positions

GlassBead is totally dedicated to unlocking game-changing equity market value and performance

We strive to capitalize on emerging trends not fully reflected in current valuations. This strategy gives us the potential to maximize the return convexity of the market with less risk. This kind of prudent portfolio management, along with sound internal operations and controls, helps us drive consistent, long-term value.

“In seeking alpha, it’s essential to understand not only the fundamentals of price performance but also the psychology of the markets. Our team works to understand the underlying motivations that drive markets and look for sectors and stocks poised to outperform their benchmarks.”

- Steven Choran, President, GlassBead Capital Management

See what a different level of specialized investment management can do for you.