About

The Bellinson Group is a Tokyo-based investment manager that takes a long-term, value-oriented, multi-strategic approach to investing.

We were formed with the goal of wisely investing, protecting, and compounding our clients’ capital over generations. Although the business has grown and changed, these goals remain at the heart of our strategy as we serve the interests of our global clientele.

The Bellinson Difference

We maintain that our independence, a framework that consistently prioritizes our clients’ interests, our investment experience, and a ‘top-down’ investment methodology set us apart in our business.

Independence

The Bellinson Group is among the world’s leading independent, offshore investment advisers. We are privately held, which means we have control over our own destiny and are not accountable to stockholders. We believe that our independence allows us to go the extra mile and do what is best for each of our clients.

Our Values and Structure Guarantee That Clients' Interests Always Come First.

Since its inception, our firm has been established to serve your needs first. The Bellinson Group employs trading, research, and portfolio management specialists, ensuring our staff has the depth and breadth of expertise to ensure our clients’ success, and ensure they receive our full attention and care at all stages of the relationship.

The Depth of Our Investment Expertise

Bellinson’s Investment Strategy Group (ISG) tracks global geopolitical, statistical and sentiment indicators to forecast market conditions and make strategic decisions for client investment portfolios. The ISG has more than 150 years of cumulative industry experience.

The ISG is responsible for making all strategic investment recommendations for client portfolios. The ISG jointly oversees worldwide economic and market conditions in order to develop and execute the firm’s investment strategies, with the assistance of the firm’s extensive research team. The Group oversees our investment management process, guiding individual portfolio recommendations.

Top-Down Approach

Time has proven that our top-down investment strategy is crucial to our clients’ superior investment returns. Our investment approach begins with an analysis of global geopolitics, economic statistics and sentiment to forecast financial market conditions and identify investment themes. We feel that this methodology enables us to find and capitalize on the best possible investments.

The Bellinson Group is a Tokyo-based investment manager who takes a long-term, value-oriented, multi-strategic approach to investing.

To begin, your long-term objectives should guide your investment strategy. A well-designed portfolio should be tailored to your own financial circumstances. Because each investor is unique, there is no one-size-fits-all formula for the optimal asset mix. It all comes down to your own financial objectives, demands, and risk tolerance.
Based on our research, the asset allocation of a portfolio accounts for 70% of investment returns, sub-asset for 20%, and individual stock selection for 10%.
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