Unlocking Investment Excellence Through Insight and Innovation.
Fiscal Knot is a premier asset management firm, focused
on delivering unique insight
and partnership for the
most sophisticated
global institutional
investors.
Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles.
We are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
To be the premier financial advisory firm, meeting the financial goals of our customers through quality risk and wealth management solutions, delivered by our trusted and professional financial consultants.
To create a financial freedom community with high financial knowledge standard.
We partner with clients in long-term, trusted financial advisory relationships.
We strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their own passion, dreams and talents.
There are several elements of the firm’s investment and risk-management activities that Fiscal Knot believes are essential to our goal of generating a consistent return for our investors. These elements include an opportunistic trading approach, the creation – not just the identification – of value, effective liquidity management, and managing operational and counterparty risk. This focus helps Fiscal Knot achieve outstanding performance compared to the biggest global hedge funds as well as major market indexes.
Fiscal Knot is a global alternative investment management firm, founded in 1995, which manages more than $4.5 billion in assets. We seek to pursue a diverse array of investment strategies across industry sectors, asset classes, and geographies.
Our teams perform fundamental research on companies both as generalists and
as specialists within a particular
sector or sub-sector.
Our teams manage a number of different strategies including rates, macro, credit, mortgages and asset-backed securities, and commodities.
Our teams pursue a variety of systematic and fundamental arbitrage strategies across different parts of a firm’s capital structure and a variety of derivatives, such as merger arbitrage, event-driven strategies, convertible arbitrage, option-volatility trading, and others.
Our teams build and enhance investment processes that are primarily quantitatively driven and focused on a variety of asset classes, including global equities, interest rates, foreign exchange instruments, and commodity-linked derivative instruments.
We partner with clients in long-term, trusted financial advisory relationships.
We strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their own passion, dreams and talents.
Fiscal Knot is run by a deep and seasoned team of experienced industry professionals. They operate in a collaborative, innovative, and entrepreneurial environment and drive the overall strategy across all our investing and infrastructure activities.
