Capital preservation while maximizing total return through relative value investing.
Blending credit managed income portfolios combined with diverse alternative investments and equity strategies within a multi-family office framework.
Philosophy
Our investment philosophy is primarily focused on capital preservation, predicated upon the belief that research and independent thought is rewarded with performance that has the potential to outperform benchmark indexes with both lower volatility and lower correlation of returns as compared to such benchmark indexes.
The family partnership seeks to achieve its investment objective by investing in a wide range of fixed income and other debt and equity securities selected from a variety of sectors and credit qualities, including, but not limited to, corporate bonds, consumer debt, structured finance investments, mezzanine debt, preferred and convertible securities, limited liability company interests, private credit, real estate and other equity investments, exposure to which is obtained primarily by investing in publicly traded securities and private equity investments.
Seglo Capital LLC is a single-family partnership that manages the investments of the Mark and Amanda Segal Family.
It seeks to maximize total return through a combination of income and capital appreciation. Seglo pursues a relative value-based investment philosophy, which utilizes quantitative and qualitative analysis to identify securities or spreads between securities that deviate from their perceived fair value and/or historical norms. It seeks to combine a credit managed fixed-income portfolio with access to a diversified pool of alternative investments and equity strategies in order to generate positive alpha.
The manager also invests in publicly traded securities and other equity investments that offer attractive yield and/or capital appreciation potential, including employing a strategy of writing covered call and derivative credit spreads.
Seglo Capital is part of a multi-family office, managed by Cresset Capital Partners.
Contact
mark.segal@seglocapital.com
18975 Collins Ave, Suite 2400
Sunny Isles Beach, FL 33160