Broadridge is setting a new standard for success in today’s volatile markets. By combining deep macroeconomic insights with advanced risk management, we uncover mispricing opportunities that yield resilient, uncorrelated returns. Our commitment to transparency and innovation empowers investors to confidently navigate market cycles, achieving consistent results.
Since inception, we have focused on strategic growth, operational excellence, and adapting to evolving economic landscapes. Each phase of our journey reflects our dedication to building a high-performing, resilient hedge fund. Explore our milestones to see how we’ve evolved to meet the demands of a dynamic financial environment.
Since our founding, Broadridge has embarked on a journey of growth, operational enhancement, and strategic transformation. Each phase has marked a step towards our goal of building a resilient and high-performing institution. Explore our milestones below to see how we've evolved to meet the demands of a dynamic financial landscape.
01.
Fund I
Broadridge Capital Inc. is founded by Thien Lieu, beginning as an FX CFD-focused fund. Initial partnerships include trusted custodians such as Interactive Brokers for primary custody and CMC Markets for secondary custody, establishing a secure foundation for growth.
02.
Fund II
Ronak joins the Broadridge team to support the operational side of the business, developing middle and back-office functions and leading the fundraiser for Fund II. During this phase, Broadridge begins to secure more third-party data vendors, legal and accounting support.
03.
Fund III
Broadridge undergoes audit by Verification Services and launches Fund III. This transition phase marks Broadridge’s first large investor group through a private offering to select investors. Broadridge also begins enhanced reporting for internal investors.
04.
Fund IV
Broadridge is now established (formerly Broadridge Capital Inc.) under a Global Macro Strategy. Broadridge partners with leading law and audit firms, including Nuraney Law Group and NOVAA Accounting. Additionally, Broadridge increases its data vendors and analytical capabilities to supply more proprietary data.
05.
Alpha Fund
Broadridge establishes its fifth fund, the Alpha Fund, marking the permanence of this recurring fund. With a fully-subscribed fundraising round, Broadridge solidifies its pathway to $1M in AUM within 2 years of operations and a 100% reinvestment rate.