Smart Investments

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Profitable Analytics

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Accurate Forecasts

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Values

A long-term, research-based perspective on investment opportunities.

Team

A team driven by intellectual integrity, inspired by the pursuit of excellence.

Research

We strive to understand our business better than our peers through independent, detailed, and continuous research.

About Us

A team of like-minded professionals who believe that smart investing can serve as a foundation for everyone’s financial freedom and stability. With over 30 years of investment experience, we have navigated numerous market cycles, crises, and recoveries.

Our goal is not only to help you earn but also to give you confidence that every investment choice is grounded in thorough analysis and real expertise. My team and I are committed to sharing our knowledge and experience with those who seek to invest wisely and confidently.

Capital Concentration

We focus capital on our best ideas.

Transparency

We build honest and open relationships with our clients, providing accurate data and well-founded forecasts.

Professionalism

Close collaboration within our investment team enables us to thoroughly assess investment opportunities and quickly allocate capital.

Long-term Success

We are committed to sustainable, long-term results for our clients, offering analytical reports that consider not only short-term trends but also potential risks.

Direct Investments

We offer recommendations on key asset types, helping you find optimal investment solutions. Investing in stocks and the equity market allows you to leverage growth potential, bonds provide stability with moderate risk, cryptocurrencies offer access to the dynamic digital space, and commodities connect you to real resources with global significance.
We analyze each of these markets to ensure your investments are well-founded and secure.

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Stocks and Equity Market

90%

Bonds and Fixed Income

80%

Investment Funds

90%

Commodities and Resource Markets

70%

Analytical report

We invest in both long-term and short-term positions with high confidence, covering various sectors and regions. By applying fundamental analysis and in-depth research, we select investments with optimal returns and risk.

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Decentralized stock selection

Our multi-portfolio manager structure is designed to widely distribute the responsibility for identifying and selecting investments across members of our investment team with domain expertise.

Analysts

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Analysts specialize by industry, identifying and researching investment ideas. Successful analysts have the opportunity to become portfolio managers.

Portfolio Managers

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Portfolio managers select investments for their portfolios from the investment ideas generated by themselves or their analysts. They are responsible for leading, developing, and mentoring their teams.

Our Investment Process

We identify high-potential, risk-adjusted investment opportunities through long-term fundamental research, strong relationships, and years of experience in capital markets.

Thanks to the close and coordinated collaboration of our investment team, we are able to make well-informed decisions and manage capital allocation flexibly.

Industry Expertise

Our analysts have in-depth knowledge of specific sectors, allowing them to respond promptly to changes within industries and individual companies.

Fundamental Research

We conduct detailed fundamental analysis of companies and sectors, with particular focus on management quality to reinforce our investment convictions. Each year, we meet with over 2,500 management teams.

Long and Short Investments

We invest in both long and short positions across individual assets, as this approach enhances our analysis, improves performance, and reduces market impact.

“We consider public investments in companies with a market capitalization of $1 billion and above worldwide. In the private investment space, we focus on high-growth enterprises with significant scaling potential.”

Big Stake

“We are committed to owning only what we consider to be the best businesses globally.”

Big Stake

“We apply a relative value approach that combines deep fundamental analysis with well-thought-out trade construction. Our objective is to achieve absolute returns with a strong emphasis on capital preservation.”

Big Stake

porfolio

We seek to invest in privately held companies with best-in-class management teams to help accelerate their growth.

Category

  • All
  • HealthCare
  • Services
  • Enterprise Tech
  • Construction

Our Team

Andreas E. Walsh

Portfolio Manager

Alex Zhiltsov

Product Specialist

James Lu

Investment Analyst

Contact Us

We invest globally with a long-term, research-driven approach rooted in fundamental analysis. Committed to achieving excellence, we aim to provide outstanding operational performance and the highest risk-adjusted returns.

Email:info@bigstake.org

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