Fund Management
Fund Management
Blue Diagonal Capital Ltd is licensed to act as external manager to provide portfolio management services to Alternative Investment Funds (AIFs).
Our Approach
We make every effort to adopt best of breed portfolio management principles. These are based on the following:
- We believe in processes. A well-defined investment process instils discipline and underpins long-term success.
- We bring together knowledge and systems. We combine trading and portfolio management skills with investment strategy to develop bespoke models that help identify market value and risk dynamics.
- Independent thinking. We place strong emphasis on conducting our own independent research and building our own tools to analyse markets.
Our approach to investing is outlined in our Investment Philosophy.
The Portfolio Management department is headed by Demetrios Efstathiou, our Chief Investment Officer.
Achievements
Our achievements in fund management are evidenced in:
- Morningstar 5-star rating (for both 3 and 5 year performance - as of 04/2025)
- Citywire ranks Blue Diagonal Capital's CIO as No 1 fund manager (out of 250 peers) for the best 3-year performance in our asset class - EM Hard Currency Debt (03/2025)
- Citywire has assigned to our CIO its top AAA rating - given to the top tier of fund managers for their risk-adjusted performance over the last 3 years (03/2025)
- Fund Peer-Leading Performance:
- 100th percentile over 3 years (No 1 out of 350 - Citywire)
- 93rd percentile over 5 years, (Citywire)
Conflicts of Interest
We have clear policies in place to identify and manage potential conflicts of interest across all our business activities, including Investment Advice and Portfolio Management activities - please refer to our Blue Diagonal Capital Conflicts of Interest Policy Declaration.