Catalyst-Driven Contrarian Investing
Savrin strives to be a full-cycle investment manager by merging global macro views with special situations and event-driven opportunities. Employing a global and contrarian investment approach, the firm seeks to identify macro opportunities ahead of the broader marketplace. To maximize our advantage we trade tactically, often taking concentrated risk on high conviction opportunities and reducing risk during difficult periods or times of low market directionality.
Our investment approach is opportunistic and maintains the flexibility to invest in different sectors and asset classes across the globe. Our discretionary strategies encompass markets spanning global interest rates, currencies, commodities, derivatives and equities and are designed to produce attractive absolute and risk-adjusted returns with low correlation to traditional assets and other alternative strategies. Portfolios are generally macro-oriented, following numerous markets at any given time, or sector specific, capitalizing on opportunities within a single sector.