Escarole & Beans
If what we call money is a convention — and conventions change, then money might as well be escarole and beans. ESCRL combines rigorous fundamental analysis with disciplined risk management.
Escarole
ESCRL blends macroeconomics, politics, plus policy. Our investment selection process is a dynamic, multi asset top-down macro approach with a high conviction bottom-up selection process.
Economics · Structure · Currency · Asymmetry · Risk · Order · Liquidity · Expectations
Beans
The strategy is unconstrained, with no benchmark or weighting restrictions. ESCRL seeks to maximize long-term risk adjusted returns by employing a robust framework to manage volatility and drawdowns.
Breadth
Edge
Adaptability
Numeracy
Stewardship
Contact
To learn more about ESCRL and our strategy.
