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Medici Firma is at the nexus of economics,

ALTERNATIVE INVESTMENTS

We rely on sound economic theory and
We thrive on collaboration. So we build teamwork into everything we do.
40%
Alternative Investments
25%
Real Assets
10%
Financial Services
25%
Infrastructure
Managed Funds
0%
Global Macro
0%
Long/Short Equity
0%
Emerging Markets Multi-Strategy
0%
Event Driven
0%
Foreign Exchange
0%
Multi-Strategy
0%
Experiment / Other
0%

Broad Scope, Singular Focus.

We are passionate, independent investors united by our commitment to research-driven investment solutions and client service. We offer partners around the world investment solutions across asset classes, capitalizations, styles and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. To serve this broad base of institutions, advisors and individuals, our strategies are available through a variety of investment vehicles.

Region

  • Asia Pacific
  • The Americas
  • Europe / Middle East

Client Segment

  • Private Wealth Management
  • Institutional
  • Intermediary

We believe that fostering an environment of strong internal control is vital. To this end, we have established a rigorous risk management framework that features dedicated investment and operational risk teams who work to protect client assets and our reputation.

Alternative Ivestment Platform.

Our investment philosophy is based on three core principles, built on decades of research and experience. By applying these principles, we seek to deliver sustainable, long-term value for our investors.

0
Verticles
0
Allocations
01.

Fundamental Investing.

We rely on sound economic theory and analysis to help us deliver long-term, repeatable results.

02.

Systematically Applied.

A disciplined methodology underlies everything we do. Our investment process, built over decades, is based on a continuous process of design, refine, test, repeat.

03.

Thoughtfully Designed

In portfolio construction, risk management and trading, we seek additional value for our clients. Using both qualitative and quantitative tools, we’re meticulous in every detail of the investment process.

04.

Risk Management Risk Management.

The firm employs a robust Enterprise Risk framework, which provides for a strong governance structure and ensures independence in risk making decisions.

INVESTMENT PLATFORM

Medici Firma Investment
Strategy.

Seeking to maximize capital growth.

INVESTMENT PLATFORM

Medici Firma Investment
Process.

A detailed and rigorous approach to selection

Cross Investments & Team Support

Global Investment Support
Group

Medici Firma delivers critical support to investment teams and portfolio companies around the world across a spectrum of specialty areas through an integrated Investment Support Group. Consistent with the firm’s culture of alignment with limited partners and management teams, these services are offered to portfolio companies without charge.

Ideas to Inspire. Insights to Accelerate.

Our perspectives on all things technology, investing, operations, and company culture.

Medici Firma August 4, 2021

Change in Capital Treatment for Insurer Investments in “Principal Protected Securities”

On May 14, 2020, the Valuation of Securities (E) Task Force (VOS Task Force)

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Medici Firma July 29, 2021

The digital Yuan, digital Euro, and the Diem: Key issues for public debate

As momentum grows globally for the development of central bank digital currencies (CBDCs), it

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Medici Firma July 28, 2021

The SPAC Bubble Is Not Bursting Anytime Soon

The rapid proliferation of SPACs — blank check companies raising funds through IPOs in

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Medici Firma May 18, 2021

Financial Engineering Can Advance Corporate Strategy

Financial Engineering Financial Engineering Can Advance Corporate Strategy Leaders of successful businesses build long-term

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World Convergence Support

Equality for Generations.

@ietbhq

International Exchange Trade
Board

Democratizing Global Capital Markets for Companies and Investors.

@imfschq

International Monetary & Financial Development Association

Next Generation Intelligent Monetary System

Insurance & Reinsurance

Providing tailored investment insurance solutions with global partners.

Developing and Structuring Insurance Investment Solutions