Blue Birch Capital Advisors

Research Advisory Through Intelligent Strategies

About Us

Blue Birch Capital Advisors Limited (BBCA) provides alternative investment research and consultancy to investment institutions and HNW clients for trading in the Futures, Equities, Forex and Crypto Currencies markets by delivering objective-based advisory through automated signal generation and model portfolio construction and management.

Mission

Blue Birch Capital Advisors Limited is the owner of 3 proprietary signal generators that are well distributed in their character, style and return space. Due to their robust and simplistic nature, they work efficiently across multiple asset classes (Futures, Equities, Forex). The signal generators aim to identify market turning and breakout points, and to avoid curve fitting or selection bias, BBCA focuses only on those methods that can visually be confirmed by looking at a time series chart. BBCA introduces products i.e. model portfolios by layering factor based stock selection and allocation techniques to achieve a target model portfolio that is aligned to the liquidity available in a given market. Using various data science techniques BBCA automates and converts the analytical component of Investment Management into a solution space. Trade ideas that originate from data driven research are reduced ultimately to buy, sell and weights of allocation on daily basis.

Vision

Our products are offered only on exclusive basis i.e. no product is offered to two clients at the same time. Given the current product scope we have available our aim is to remain as the research and strategy advisor for a maximum of 7 clients and no two clients can be on competing grounds in the funds they run. Our clients has the liberty to do trial run free of cost for up to 3 months as a part of walk-forwad test. Our clients are usually Brokerages, Investment Advisors and Investment Managers. Our fees are standard 25bps on a notional fund size annually per product line. BBCA also offers technical consultancy on Predictive Analytics and other Data Visualization techniques. It also runs an automated messaging channel in Telegram App.


Our Team

Golam Sakline, ACSI

He is the founding director and the lead architect for strategies used at BBCA. He is also the principal shareholder of Chronos Traders Limited, which works on black box signal generator for Futures & Equity Markets. Prior to owning his business he spent 7 years as a banker in the City of London working for LGIM, BNP Paribas, Schroders and Northern Trust. He holds a research masters degree in Artificial Intelligence from the University of Sussex UK, and is also an Associate at CISI.

Bruce Powers, CMT

He is an independent advisor to the firm with over 20 years of experience in the financial markets. Most recently he was President of WideVision, a financial technology and IT solutions provider and online publisher of the MarketsToday.net Middle East financial portal, where he also served as Chief Technical Analyst. Bruce is a Chartered Market Technician (CMT) and Co-chair and Co-founder of the Dubai Chapter of the Market Technicians Association. He holds an MBA in finance from the Eller College of Management, University of Arizona, U.S.A

Surendra Timblo

He is the business development advisor to the firm. His background is in equity trading at a family Office and in alternative investments. He was also a enterprise software business entreprenuer until the business was acquired. He has a bachelor degree in engineering from University of Cardiff.

Kaustabh Ray

is a Technical Developer to the firm working on day to day development of analytical task and solution delivery to clients. He comes with years of experience working at Deutsche Bank, Credit Suisse First Boston, Price Waterhouse Coopers and Natwest. He also has a Masters Degree in Statistics from IIT in India.

Products

Status Notional Fund Capacity
UAE Equities Systematic (High Turnover) Available Dhs 50m
Saudi Equities Systematic (Low Turnover) Available SAR 200m
Saudi Equities Quantamental Available SAR 500m
Saudi Equities Systematic (High Turnover) Committed SAR 200m
Futures Trend Following Available USD 100m
Futures Contrarian Committed USD 10m
US Equities Long/Short Systematic Available USD 50m
US Equities Stat-Arb Available USD 50m
FX Trend Following Committed USD 5m
Crypto Trend Following Committed USD 10m
Crypto Mean Reversion Available USD 10m

Past & Present Clients

Our quantitative advisory solution covers a combined Asset Allocation, Stock Selection and Market Timing signals together with a yearly rolling performance of the portfolio for a notional capacity tested fund size. Below is an example of a Saudi Shariah portfolio modelled with SAR 100m that offers systematic downside protection while trying to achieve 80% of the upside of a given benchmark.


The above performance results is hypothetical and from a backtest. Hypothetical performance results have many inherent limitations. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are can be sharp differences between hypothetical performance results and the actual results subsequently achieved in live forward test environment.

Address

  • Kemp House
  • 152 City Road
  • London
  • EC1V 2NX
  • UK

Contact

  • info@bluebirchcapital.com
  • UK: +44 (0)7894038920
  • UAE: +971 (0)567442880

Clients

Products & service available only to institutions and qualified intermediaries or RIAs globally and not to individuals or retail clients.

News

July-2017. One of the largest brokers in Saudi Arabia has started walk-forward testing on one of the products.

© 2017 Blue Birch Capital Advisors Limited.