Founded in 2015 by CIO Jay Thomas, Bevon Thomas focuses on thematic macroeconomic trends across developed and emerging markets. Our passion for identifying political and social economies, independent thinking and a relentless interrogation for answers drive out investment approach. By combing top-down macroeconomic analysis with in-depth local research, we aim to identify and capitalize on mispriced assets around the world.

We combine boots-on-the-ground, proprietary research with fundamental macroeconomics to generate compelling investment themes. We relentlessly test our investment ideas against real-time market triggers, what-if scenarios and current events. This simplified, thematic framework serves as the bedrock to everything we do, driving the high-level conviction, courage and confidence that aims to yield superior risk-adjusted returns across the liquid asset universe.

Bevon Thomas manages its strategy exclusively in global macro.

Bevon Thomas

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