Boutique Investment Advisory Firm

We seek to outperform portfolios and other investments with less downside risk, equitable fees and daily liquidity

For high net worth individuals, sophisticated investors and institutions.

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Experience the performance of a systematic trend-following investment strategy.

Winner CTA and Discretionary Trader awards 2023

We are a global macro quantitative investment firm seeking to outperform  leading funds with less downside risk, equitable fees and greater liquidity.

For professional and qualifying investors

View Performance

Experience the performance of a systematic trend-following investment strategy.

We are a global macro quantitative investment fund seeking to outperform other leading funds with less downside risk, equitable fees and greater liquidity.

For professional and qualifying investors

View Performance

Bowmoor Capital’s investment strategy, Global Alpha, is a long/short, systematic, quantitative strategy which is designed to benefit from price trends in global markets.

We use sophisticated mathematical processes to identify and exploit market trends, investing in a diversified portfolio of globally exchange traded futures. Those futures markets are highly liquid and capture a wide range of trends across the largest financial and commodity sectors of the global economy. We take both long and short positions, designed to profit from rising and falling markets. We aim to perform independently of traditional stock and bond investments, thereby providing valuable diversification benefits and enhancing the risk/reward profile of a traditional investment portfolio.

Global Alpha has been rigorously designed and developed since 2003. With comprehensive risk management controls in place, we incorporate diversified investments across a broad range of markets and carefully balance portfolio allocation on a daily basis. We focus on scientific and systematic processes and we always follow the data.

Our investment team is led by Gareth Abbot and Brendan Mulvany, who together have over 50 years of combined experience developing and running alpha-generating investment strategies.

Market Leading Returns

Bowmoor Capital’s Global Alpha strategy has consistently produced market leading returns, deriving performance from trends in rising and falling markets.

Cumulative return since 1st May 2013

954.57%

Annualised return since 1st May 2013 

24.78%

Un-Correlated to the S&P

0.04

Markets traded

21

Please note: historical returns are not a reliable indicator of future performance - The value of an investment and the income from it can go down as well as up. As an investor you may not get back the amount you invested. 

Performance

2024 YTD8.27%
Rolling 1 year30.66%
Rolling 3 years82.83%
Rolling 5 years212.98%
Rolling 10 years791.21%

Performance by calendar year

202319.22%
202211.99%
202129.92%
202049.67%
201916.05%
2018-6.71%
2018
2019
2020
2021
2022
Sep22
Oct 22
Nov 22
Dec 22
Jan 23
Feb 23
Mar 23
-6.71%
16.05%
49.67%
29.92%
11.99%
4.29%
2.50%
-10.48%
-2.42%
-1.21%
7.69%
0.01%
2018-6.71%
201916.05%
202049.67%
202129.92%
202211.99%
Sep 224.29%
Oct 222.50%
Nov 22-10.48%
Dec 22-2.42%
Jan 23-1.21%
Feb 237.69%
Mar 230.01%

As at 1st February 2024

Market Comparison - 5 Year

Between Global Alpha, SC (SOCIETE GENERALE) Trend Index and SC CTA Index

Performance in world class - 5 year

Important information: Past performance is not a reliable indicator of, or guide to, future performance. The value of all investments and the income derived therefrom can decrease as well as increase and investors may not get back the amount originally invested. Past performance data is presented net of all trading and execution fees but does not take into account the effect of any investment management fees or other charges. The above indices are not benchmarks and may not be representative of Global Alpha’s investment strategy.

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Portfolio

Cumulative return over same period (2013-2022)

Annualised return

Maxdraw-down

Sharpe ratio

Bowmoor Capital’s Global Alpha

774.9%

24.71%

-21.03%

0.99

S&P

191.13%

12.6%

-51%

0.82

Fidelity Institutional Global Focus

265.85%

14.9%

-14.82%

0.87

DUNN WMA Program

149%

13.24%

-60.26%

0.55

EMC Capital Advisors, LLC Classic Program

187%

17.41%

-45.13%

0.55

Over 30% Annual Returns Since
Inception*

Ray Dalio and the Renaissance Technologies’ Medallion Fund are often described as one of the most successful hedge funds of all time, and have produced over 30% annual returns since inception in 1988.

Trend following played a significant part of the early success of the Renaissance trading strategies and it is a similar trend following strategy which is at the heart of Bowmoor Capital.

*Past performance is not an indicator of future performance

Winner CTA and Discretionary Trader awards 2023

Bowmoor Capital Limited is a limited company incorporated in the United Kingdom with the registration number 14080363. The registered office is at 167-169 Great Portland Street, 5th Floor, London, W1W 5PF. Bowmoor Capital Limited is an Appointed Representative of Panima Capital Management Limited (Firm Reference Number 653812) which is authorised and regulated by the Financial Conduct Authority.