Investment & Loan Strategy

We apply a disciplined, top-down asset allocation framework to guide the medium- and long-term evolution of our portfolio. At the core of this approach is the Reference Portfolio, structured to meet long-term return objectives while remaining within the risk and liquidity parameters set by the Board. This portfolio serves as the foundation for developing both annual and medium-term investment plans across our specialized teams.

As an active broker and financial partner, AG PrimeBrokers leverages its competitive strengths—capital certainty, global partnerships, and deep sector expertise—to deliver flexible loan and investment solutions that drive sustainable growth and long-term value creation

Our Strategic Principles

AG PrimeBrokers’ investment and loan strategy is built on five core principles that guide how we create sustainable value for our clients and partners worldwide:

1.Diversification – We structure loan and investment portfolios across sectors, regions, and asset classes to balance risk and maximize long-term returns.

2.Partnership – We collaborate with trusted institutions, businesses, and co-investors, aligning interests to deliver mutual growth.

3.Innovation – We finance and invest in transformative industries and emerging trends—such as digitalization, clean energy, and healthcare innovation—to capture future growth.

4.Sustainability – We prioritize responsible lending and investment practices that support resilient businesses, sustainable infrastructure, and long-term economic development.

5.Value Creation – Through a combination of capital solutions and strategic support, we help clients and portfolio companies unlock opportunities, strengthen market positions, and deliver enduring returns.

At AG PrimeBrokers, we make active loan and investment decisions driven by rigorous market analysis and forward-looking insights.

Flexibility is at the core of AG PrimeBrokers’ loan and investment strategy, enabling us to structure tailored financing and capital solutions that meet the diverse needs of our clients and partners.

We build strategic external partnerships that enhance our in-house loan and investment capabilities, creating stronger and more diversified solutions for our clients.

Our approach to portfolio companies is guided by the role of a financial partner—providing both loan and investment solutions to support sustainable growth and long-term value creation.