Press Release

Stategy Capital Launches Global Macro Fund


Stategy Capital LP, a global multi-asset alternative investment management firm, has launched the Stategy Global Macro Fund LP.




Stategy Capital Launches Global Macro Fund
Stategy Capital Launches Global Macro Fund

Press Release


The Fund pursues a global, unconstrained approach to investing across a diverse selection of highly liquid markets including equities, fixed income, commodities, real estate, and digital assets. The managers employ a multi-level risk management process across the portfolio.

The Denver-headquartered firm is co-founded by industry veterans Joel Fortney, who will serve as chief executive officer; and chief investment officer, Daniel Jerrett, PhD. Fortney was most recently a US large and mid-cap portfolio manager at Principal Global Investors managing over USD6 billion. Jerrett was a macroeconomist at Putnam Investments and most recently a consultant to the investment management industry focusing on applying quantitative investment strategies across asset classes.

“Stategy Capital LP is focused on solving meaningful problems,” says CEO Joel Fortney. “Expansionary monetary policies, lower expected returns and higher undiversifiable volatility levels are challenging investors to identify new investments that offer attractive risk-adjusted returns and diversification benefits to achieve their objectives”.

“The Stategy Global Macro Fund LP seeks to provide a solution,” says CIO Daniel Jerrett. “We apply advanced econometrics and statistics to identify unique behavioural and knowledge inefficiencies in global capital markets. Our team merges new insights with fundamental expertise to act quickly on opportunities within a disciplined risk-management framework”.

The Stategy Global Macro Fund commenced trading on 1 January, 2021. Given the unique tenets of Stategy Capital’s proprietary modelling process, it is anticipated that the portfolio will exhibit distinct correlation benefits and a more consistent long-term risk/return profile when compared to both traditional investments and other hedge fund strategies.

Press Release:

The information contained herein is only as current as of the date indicated, and may be superseded by subsequent market events or for other reasons. The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Stategy Capital LP, its affiliates or its employees. This information is not intended to, and does not relate specifically to any investment strategy or product that Stategy Capital LP offers. It is being provided merely to provide a framework to assist in the implementation of an investor’s own analysis and an investor’s own view on the topic discussed herein. Past performance is not a guarantee of future results.

This material has been provided to you solely for information purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. The factual information set forth herein has been obtained or derived from sources believed by the author and Stategy Capital LP to be reliable but it is not necessarily all-inclusive and is not guaranteed as to its accuracy and is not to be regarded as a representation or warranty, express or implied, as to the information’s accuracy or completeness, nor should the attached information serve as the basis of any investment decision. The information set forth herein has been provided to you as secondary information and should not be the primary source for any investment or allocation decision.

Past performance is not a guarantee of future performance.

This document is not research and should not be treated as research. This document does not represent valuation judgments with respect to any financial instrument, issuer, security or sector that may be described or referenced herein and does not represent a formal or official view of Stategy Capital LP.

The views expressed reflect the current views as of the date hereof and neither the author nor Stategy Capital LP undertakes to advise you of any changes in the views expressed herein. It should not be assumed that the author or Stategy Capital LP will make investment recommendations in the future that are consistent with the views expressed herein, or use any or all of the techniques or methods of analysis described herein in managing client accounts. The information contained herein is only as current as of the date indicated, and may be superseded by subsequent market events or for other reasons. Charts and graphs provided herein are for illustrative purposes only.

The information in this document may contain projections or other forward-looking statements regarding future events, targets, forecasts or expectations regarding the strategies described herein, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different from that shown here. The information in this document, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.