Newport Beach, California
Disciplined investing across financial markets and real estate.
A carefully curated portfolio of four distinct funds, built on rigorous analysis and a steadfast focus on transparency and risk management.
About the firm
Measured by the partnerships we build.
Blue Horseshoe Investments is a distinguished investment management firm specializing in both traditional financial markets and real estate opportunities. Founded on the principles of disciplined investing, rigorous analysis, and unwavering commitment to our clients' financial success, we manage a carefully curated portfolio of four distinct funds.
We maintain a steadfast focus on transparency, risk management, and consistent communication with our investors. Our success is measured not just by returns, but by the enduring partnerships we build with our clients, guiding them through varying market conditions while staying true to our core investment principles.
Contact Us- IDisciplined investing
- IIRigorous analysis
- IIITransparency and risk management
Our Funds
Four distinct funds.
Traditional financial markets and real estate, each with its own mandate.
- Strategic Equity FundU.S. equity futures and optionsOur Strategic Equity Fund employs sophisticated derivatives strategies in U.S. equity markets, designed to capture market performance while actively managing risk.Read more
- Derivative Agility FundOptions and futures, uncorrelated returnsOur Derivative Agility Fund pursues alpha generation through sophisticated options and futures strategies in U.S. equity and debt markets.Read more
- Energy Matrix FundCrude oil and natural gas derivativesOur Energy Matrix Fund leverages sophisticated derivatives strategies in global energy markets, with a primary focus on crude oil and natural gas futures and options.Read more
- Real Estate FundSouthern California multifamilyThe Blue Horseshoe Real Estate Fund capitalizes on high-potential opportunities in the dynamic Southern California multifamily market.Read more
Real Estate Fund
Residential
Our fund combines strategic property selection with hands-on asset management to create sustainable value for our investors.
Explore the fund
