Core Strategies
The firm engages in a diversified investment strategy that encompasses: equity/debt securities, hedge/arbitrage, venture capital/private equity, real estate and portfolio risk-mitigation.
Equity/Debt Securities
The firm takes short and long-term equity positions across several markets. Solo Financial focuses its efforts to ensure the positions it takes do not affect the overall performance of the portfolio. Equity positions the firm does take are done so only after it is sufficiently satisfied that a guarantee of returns is maximized.
Debt securities in the firm’s portfolio include secured/unsecured short/long-term retail loans servicing consumer and commercial needs. Solo Financial’s expertise in these complex products allows the firm to invest aggressively in securities that are significantly profitable for the portfolio.
Hedge/Arbitrage
The firm’s securities activities are designed to work in synchronicity and automatically create hedge positions. This strategy takes into account events and volatility which create opportunities for the firm to take advantage of. These opportunities arise from the arbitrage between similar or related instruments and are planned and executed to increase the portfolio’s risk-mitigation objectives.
Venture Capital/Private Equity
Solo Financial when appropriate may finance startups, early-stage and emerging companies that after thorough due diligence on behalf of the firm show promising signs of high-growth and effective management.
The firm may also take equity positions that result in control of, or gaining a significant stake in, private companies. As well as purchase preferred equity positions in companies. These positions can by nature be of a longer-term strategy and less liquid than other strategies employed by the firm. Additionally the firm may form and establish entities to create investment and development opportunities for specific industries, sectors and the firm’s strategy.
Real Estate
There may from time to time be real estate-related securities positions in Solo Financial’s portfolio, including distressed securities, non-distressed debt, event arbitrage, and equity-oriented positions. The firm’s expertise in real estate investments gives it a competitive advantage to confidently invest in non-performing loans as well as distressed assets without compromising on its investing values.
Portfolio Risk-Mitigation
The firm’s portfolio in and of itself is carefully designed to take positions intended to hedge against certain adverse market conditions; The high complexity of the positions are balanced to mitigate market fluctuations and price volatilities across assets classes.