Founded in 2000, Strategic Capital Allocation Group, LLC (SCA) is an investment strategy firm catering to some of the most influential institutions, endowments, foundations, corporations, public pension funds and ultra high net-worth individuals in the world. SCA’s investment philosophy has fundamental macroeconomic underpinnings combined with patented, state-of-the-art analytical processes. The investment discipline seeks to capture the optionality offered by asset classes and strategies that are poised to offer attractive, uncorrelated risk/return potential. SCA strives to deliver absolute-return oriented strategies through client-driven policy formation and customized, dynamic portfolio allocations that seek to attenuate downside risk.
SCA attributes its success to four principal components:
- Dedication to our Clients
- Macroeconomic Perspectives and Fundamental Views
- Technological Advantage
- Established Network and Forensic Due Diligence
At SCA, we put a constant effort in the creation and nurturing of a close relationship with our clients. We believe that transparent communication and constant education are paramount to a successful collaboration. It is our constant dedication to understand client needs and respond to them in the form of a customized solution that drives our success. Beyond their investment experience with us, our clients’ trust in SCA is the best testament of our commitment to them.
Macroeconomic Perspectives and Fundamental Views
SCA leverages its expertise across asset classes and non-traditional strategies, as well as conviction in our macroeconomic views to identify and exploit investment opportunities in global markets. SCA’s strategic perspectives distill from macroeconomic themes and associated inflection points and tactical drivers.
For the last decade, SCA's fundamental expertise has been leveraged with Quatrain, SCA’s proprietary, dynamic portfolio allocation and risk management platform. Since 1Q 2010, SCA has begun licensing this proprietary portfolio management platform to financial institutions including endowments, pensions, multi-strategy hedge funds and fund of funds, corporations and private wealth management entities. Quatrain is a comprehensive portfolio management solution offering a proprietary framework that goes beyond traditional asset allocation techniques. It offers a centralized platform and proprietary algorithms for dynamic portfolio allocation and risk management, customized to specific investor risk preferences and time horizons.
The Quatrain platform continues to evolve constantly, but its core portfolio optimization algorithms have been used by SCA since its inception in 2000 and have allowed SCA clients to enjoy meaningful upside capture with effective downside protection over the last decade.
Established Network and Forensic Due Diligence
SCA is constantly looking for new investments, asset classes and managers that best fit our clients’ goals and expectations given our short, medium and long term views on macroeconomic trends.
Over the years, SCA has established a broad network of some of the best asset managers in the hedge fund industry and can offer its clients access to strategies that might otherwise be inaccessible to them.