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beronecapital.sofineer.com

Our mission is to provide superior asset management and growth to help our members build true generational wealth. We achieve these goals through our investment principles and strategies while proactively adjusting to industry paradigm shifts.

Our mission is to generate world-class returns for our investors and to do so in a way that makes our employees, partners and portfolio companies proud.

public equity

Our public equity business includes fundamentally oriented long/short, long-focused and crossover strategies, targeting investments in high-quality, public growth companies.

Private Equity

Our private equity business invests in early through late stage companies that pursue innovative approaches to new and existing industries, building on over 20 years of experience investing in hundreds of businesses in more than 30 countries with more than 90 portfolio company IPOs.

Our Wealth Management Services

Sectors
Our dedicated team conducts deep fundamental and technical research to identify opportunities across major asset classes.

Film Credits

Commodities

Healthcare & Bio-Technology

Credit/Credit Derivatives

Private Real Estate Investment Trusts

Technology

Opportunity Zones

Global Markets

Private Equity & Late Stage Pre-IPOs

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equities
Equities or Stocks are synonymous terms that reference shares of ownership in publicly-traded companies. They are normally issued by companies through stock exchanges.
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alternative investments
A non-traditional asset class that does not fall into conventional asset classes. Alternative Investments or ALTS can include:
  • Hedge Funds
  • Private Real Estate Investment Trusts (REITs)
  • Private Debt and Credit
  • Private Equity or Venture Capital
  • Opportunity Zones
  • Film Credits
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fixed income
An asset class that is structured to pay out a steady level of cash flow to investors. Usually implemented as an investment approach focused on interest and dividend payments that can include government bonds, corporate bonds, CDs and money market instruments.
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