Investment Strategies

Fund as a Service enables managers to operate under BAO Capital's regulatory licence while retaining full commercial control of their strategy and investor relationships. This removes the capital, staffing and authorisation burden of establishing a standalone AIFM, while ensuring AIFMD-compliant risk management, valuation, depositary oversight and regulatory reporting are all handled within an established framework. It is typically the fastest route to market for managers launching their first regulated fund in Europe.

Hybrid private debt sits between traditional senior lending and pure equity, combining contractual income with participation in company upside. Instruments such as preference shares, convertible bonds and mezzanine notes allow investors to target equity-like returns with downside protection ranked above ordinary shareholders. The strategy is unconstrained by sector or geography, allowing the investment team to allocate opportunistically across private companies as pricing and credit conditions change.

A RAIF is registered with CySEC rather than individually authorised, which materially shortens time to launch — typically four to eight weeks — while still requiring an authorised AIFM such as BAO Capital Partners to manage it. RAIFs can be established as standalone funds or umbrella structures with segregated compartments, each with its own strategy and investor base, and benefit from EU marketing passporting under AIFMD.

UCITS is the most widely recognised European fund framework, offering daily or bi-weekly liquidity, strict diversification and risk-spreading rules, and a passport for distribution to both retail and professional investors across the EU. BAO Capital provides UCITS hosting and management services to eligible managers who want the credibility and distribution reach of a UCITS wrapper without building their own management company.

BAO Asian Opportunities targets India's listed equity markets and emerging growth sectors through a structured, regulated vehicle. Investors gain exposure to one of the world's fastest-growing large economies — including financials, technology, industrials and consumer sectors — with research, execution and risk oversight carried out within BAO Capital's CySEC-regulated framework.