Pro – Tactical Opportunities

In a world where the most attractive investment opportunities are often short-lived and difficult to source, analyse and execute, Pro-Tactical Opportunities is positioned to thrive. Pro-Tactical Opportunities is one of theleading opportunistic investment platforms with a dedicated team of professionals who marshal the resources and insights of GELDLICH ASSETS to identify and execute differentiated investments on behalf of our investors.

As our investments typically fall outside traditional alternative investment categories, we strive to deliver less correlated returns and lower volatility across our portfolio.

Investment Flexibility

Pro-Tactical Opportunities’ flexible mandate is designed to allow our team to adjust to changing market circumstances, facilitating the creation of a balanced, complementary portfolio with an attractive overall risk/return profile.

Strong Governance

The Pro-Tactical Opportunities Investment Committee is comprised of the firm’s senior leadership to ensure strong firm-wide collaboration, robust investment analysis and a consistent investment approach.

Taking Advantage of Synergies

The Pro-Tactical Opportunities team leverages intellectual capital embedded in businesses that cover every major alternative asset. This enables us to assess and synthesize a broad range of market information into actionable investment ideas.

Focus on Managing Risk

With little tolerance for capital loss, our investment process seeks to identify opportunities with asymmetric return profiles often characterized by downside protection. We work closely with high-net-worth individuals, families and select foundations and Corporates to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources.