Broadridge leads a new wave in hedge fund strategy.

The Future of Global
Macro Investing

About Us

DRIVING UNPARALLEl Market Returns

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.

Our Milestones

Forging Broadridge’s Path to Institutional Excellence.

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.

March 2023

Fund I

The Startup

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.

July 2023

Fund II

The Momentum

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.

November 2023

Fund III

The Transition

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.

May 2024

Fund IV

New Foundations

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.

November 2024

Alpha Fund

The Growth

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.

Our TEAM

Meet the leaders behind Broadridge.

At Broadridge, our values drive every decision we make. From transparency and resilience to innovation and excellence, these principles guide us in delivering trusted, high-impact investments that align with our clients’ goals.
Thien Lieu
Co-Founder & Portfolio Manager
Ronak Lad
Co-Founder & COO
Our Values

The core values that drive us.

At Broadridge, our values drive every decision we make. From transparency and resilience to innovation and excellence, these principles guide us in delivering trusted, high-impact investments that align with our clients’ goals.

Integrity and Transparency

We believe in fostering trust through open communication and transparent reporting. Our commitment to integrity ensures that our investors are always informed and can remain confident in our strategies.

Resilience and Adaptability

In a constantly evolving market landscape, we embrace adaptability and resilience, making strategic decisions that are designed to endure every market condition.

Innovation and Insight

We are driven by a relentless pursuit of innovative solutions and data-driven insights, staying ahead of global macro trends to unlock new opportunities for growth.

Investor Centric Focus

Our investors are at the heart of our operations. We prioritize their investment needs through our operational initiatives and investment structure, ensuring that we align with their goals and financial success.
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