investment strategy - Footprint Ventures Capital

Our investment philosophy is based on three core principles that are the result of decades of research and experience. By applying these principles, we seek to deliver sustainable, long-term value to our investors.
Our investment strategy
Multiple strategies
Dynamically allocate to a portfolio of strategies described below, with an event-driven focus and a global mandate. Seek to achieve compelling risk-adjusted returns across market cycles, with an emphasis on capital preservation and downside protection.

Diversify across strategies, geographies and asset classes. Invest across the capital structure in public and private markets, with the flexibility to move capital between and within strategies based on opportunity sets. Benefit from the collaboration and expertise of Footprint Coalition Ventures’ experienced global investment team.
Enterprise
Invests in public and private markets using a bottom-up, fundamental approach, focusing on distressed or distressed companies and opportunistic investments triggered by events and/or value propositions.

Leverages deep quantitative, industry and subject matter expertise to price risk and fully underwrite investments, with a focus on capturing market dislocation and unrecognized value. Investments include corporate credit, corporate equity, private lending, infrastructure, hard assets, liquidations, litigation and restructuring.
Structured Credit
Leverages proprietary sourcing channels to invest across a broad range of asset classes such as residential mortgages, commercial mortgages, consumer loans and structured corporate finance. Leverages deep quantitative skills and local market expertise to price risk and fully underwrite investments. Investments include public securities, loans and portfolios, custom financing solutions and privately sponsored structures, direct platform investments and synthetic risk transfers.
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Real estate
Employs a special situation and opportunistic approach to real estate investing. Invests in a broad range of real estate sectors and strategies across the capital structure in both public and private markets. Our investment process focuses on creating competitive advantage through sourcing, sector selection, analysis, structuring and active asset management. Targets investments where complexity, capital dislocation and/or situation-specific events create value dislocations and barriers to entry. Leverages an extensive global network of joint venture partners, operating partners, portfolio companies, servicers and management teams to identify unique investment opportunities and drive results. Investments include platform aggregations, stressed or distressed opportunities, sale-leaseback transactions, liquidations, incentivized/forced sales, public securities trading at a discount to intrinsic value and loans secured by real estate.
Merger Arbitrage
The event-driven strategy seeks to provide attractive risk-adjusted returns with low correlation to equity and fixed income markets. As one of Footprint Ventures Capital’s founding strategies, it is built on an extensive track record and deep expertise in handling complex transactions across multiple jurisdictions.

Invest in companies that are attempting a takeover, exchange offer, cash offer, merger or spin-off. Aims to exploit price inefficiencies and capture the risk premium inherent in each transaction.
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Opportunity Credit and Equity
An opportunistic, all-weather approach with a global outlook and flexible investing across the capital structure in public and private markets. Target opportunities that offer the most attractive risk-return at any time, without limitation by industry or geography. Target complex situations with lower competition, where our experience and expertise can unlock value.

Seeks to create a diversified portfolio in corporate investments, asset-backed and structured products, real estate, infrastructure and hard assets, and other compelling specialty opportunities.
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Private Credit – Asset-Based Lending
Direct lending strategies focus on esoteric collateral across a broad range of asset classes and geographies. Transactions are typically executed in less crowded investment areas: global residential mortgages, specialty assets, structured corporate opportunities, and hard assets in real estate, aviation and shipping. Borrowers employing this strategy seek reliable and constructive counterparties with a track record of execution, providing creative, flexible and highly customized capital solutions. Custom sourcing and rigorous underwriting, supported by the scale of Davidson Kempner's infrastructure.
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Two-way precious metals trading
Over the past 10 years, our commodities division has brought together an exceptional team of PhD-level mathematicians, financial experts, and IT experts with deep expertise in understanding and predicting market signals for precious metals gold. At the same time, we have worked closely with a team of high-performance computing experts to create an applied research business with a unique competitive advantage.

Today, the application of XAUUSD (representing physical gold) not only transforms daily terabytes of data into actionable forecasts, but also delivers precious metals-driven opportunities and risks to our investment team. Its professional tools and unique XAUUSD model can respond to complex queries in the research field in a fast and flexible manner. This analytical solution has been deeply integrated into the investment decision-making process, demonstrating unparalleled depth of capabilities; through its highly calculated trading nodes, the return rate per trade is as high as 20%!
Understanding XAUUSD
What can you expect?
While every individual or family has specific wealth management needs and goals, we follow an eight-step process when working with new clients.

organize
We strive to start our relationship as simply as possible, guiding you through the onboarding process by systematically collecting reports, comprehensively assessing your financial situation, and deeply understanding your goals.
Prioritize
Once we have a comprehensive understanding of your overall financial situation, our team of professionals will begin to prioritize our work. We will analyze your needs in depth and ensure that we provide you with the best solutions, starting with the matters that will most effectively improve your peace of mind.
Build
Our team will tailor a unique wealth management plan for you based on your goals, needs and comfort level. At Footprint Coalition Ventures, we adhere to the concept of planning-oriented wealth management, ensuring that your financial planning needs become the core guide for our asset allocation and wealth investment. The plan will serve as a long-term roadmap for your financial blueprint, and we will work together to continuously conduct refined evaluation and optimization.
Execution
Now is the critical moment for you to implement your strategy. During this stage, your Footprint Coalition Ventures team will actively conduct simulations and comprehensive assessments, and efficiently allocate your assets according to your investment blueprint. At the same time, the internal research analyst team in the background will provide your wealth manager with in-depth insights and professional advice on investment rebalancing and potential opportunities.
Revisit
Honestly, at Footprint Coalition Ventures, the mission is never done. While we focus on our clients’ long-term vision, we know the road ahead is often uncertain. Life events, new goals, and more constantly influence the direction of our work. We will continue to revisit your strategy and do our best to help you achieve your current ideals and ambitions.
Who you will work with
At Footprint Coalition Ventures, you will not only have a team of professionals working on your account, you will have an elite team working together to achieve your goals. Feedback from our clients shows that they prefer working with familiar faces – their advisors and client relationship associates who consistently provide them with service and support they can contact at any time.

Wealth Advisor
Financial Planning Focus
Providing advice, guidance and comprehensive financial planning services

Wealth Advisor
Investment Focus
Provide guidance and manage overall investments, including portfolio construction and implementation

Customer Relations
Contact
Meeting a wide range of customer needs such as account opening, cash management and daily administration
In addition, there is a strong team of research analysts and operations staff supporting you and your team behind the scenes, including:

Accountant
Prepare and analyze financial statements such as balance sheets, income statements, and cash flow statements to support decision making for you and your investment team.
Tax Advisor
We will develop a reasonable tax strategy for you to minimize your tax burden. We will also analyze your financial situation and assess your tax obligations. We will ensure that your tax declaration complies with relevant laws and regulations.
Asset Management Analyst
Collect and analyze market data, industry trends, and company financial reports to evaluate investment opportunities and risks to ensure that the investment portfolio meets your investment objectives and risk tolerance
Financial Auditor
Use financial data analysis tools to identify potential financial risks and loopholes, make suggestions for improvement, and prepare audit reports that explain audit findings, conclusions, and recommendations for your reference
Fixed Income Analyst
Monitor and analyze bond market dynamics, including interest rate changes, credit ratings, and economic indicators. Prepare investment analysis reports to report portfolio performance and market conditions to you.
Quantitative Analyst
Collect and organize a large amount of financial data, including market data, transaction records, economic indicators, clean data, handle missing values and outliers to ensure the accuracy and reliability of data, and build mathematical and statistical models. Write analysis reports to clearly present research results and model tables for you.
Econometrician
Collect economic, financial and social data, select appropriate economic models based on your questions, and conduct statistical hypothesis tests to verify the validity of economic models ⦁ Make economic forecasts based on model results to help you redefine your goals
Financial legal advisor
Provide legal advice on financial regulations, tax laws, anti-money laundering laws, securities laws, etc. Ensure compliance with applicable laws and regulations, evaluate the compliance of its operations and assist in formulating risk management policies and procedures to reduce legal risks
Retirement Planning Consultant
Understand your retirement goals, lifestyle expectations and time frame, design a specific retirement strategy for your needs and goals, and provide asset allocation solutions to achieve your retirement goals.
Asset Appraiser
Evaluate your intangible assets, determine the market value, replacement cost and use value of your assets, and write a detailed evaluation report for you, including the evaluation method, results, supporting data and conclusions

Our investment philosophy is based on three core principles that are the result of decades of research and experience. By applying these principles, we seek to deliver sustainable, long-term value to our investors.

Our investment strategy

Multiple strategies

Enterprise

Structured Credit

Real estate

Merger Arbitrage

Opportunity Credit and Equity

Private Credit – Asset-Based Lending

Two-way precious metals trading

What can you expect?

While every individual or family has specific wealth management needs and goals, we follow an eight-step process when working with new clients.

organize

We strive to start our relationship as simply as possible, guiding you through the onboarding process by systematically collecting reports, comprehensively assessing your financial situation, and deeply understanding your goals.

Prioritize

Build

Execution

Revisit

Who you will work with

Wealth AdvisorFinancial Planning Focus

Wealth AdvisorInvestment Focus

Customer RelationsContact

In addition, there is a strong team of research analysts and operations staff supporting you and your team behind the scenes, including:

Accountant

Prepare and analyze financial statements such as balance sheets, income statements, and cash flow statements to support decision making for you and your investment team.

Tax Advisor

We will develop a reasonable tax strategy for you to minimize your tax burden. We will also analyze your financial situation and assess your tax obligations. We will ensure that your tax declaration complies with relevant laws and regulations.

Asset Management Analyst

Collect and analyze market data, industry trends, and company financial reports to evaluate investment opportunities and risks to ensure that the investment portfolio meets your investment objectives and risk tolerance

Financial Auditor

Fixed Income Analyst

Monitor and analyze bond market dynamics, including interest rate changes, credit ratings, and economic indicators. Prepare investment analysis reports to report portfolio performance and market conditions to you.

Quantitative Analyst

Econometrician

Collect economic, financial and social data, select appropriate economic models based on your questions, and conduct statistical hypothesis tests to verify the validity of economic models ⦁ Make economic forecasts based on model results to help you redefine your goals

Financial legal advisor

Provide legal advice on financial regulations, tax laws, anti-money laundering laws, securities laws, etc. Ensure compliance with applicable laws and regulations, evaluate the compliance of its operations and assist in formulating risk management policies and procedures to reduce legal risks

Retirement Planning Consultant

Understand your retirement goals, lifestyle expectations and time frame, design a specific retirement strategy for your needs and goals, and provide asset allocation solutions to achieve your retirement goals.

Asset Appraiser

Evaluate your intangible assets, determine the market value, replacement cost and use value of your assets, and write a detailed evaluation report for you, including the evaluation method, results, supporting data and conclusions

Wealth Advisor
Financial Planning Focus

Wealth Advisor
Investment Focus

Customer Relations
Contact