Box Investment Group is a relatively young but rapidly growing private investment firm based in London. Founded in 2015 by seasoned investment professionals, it manages assets across a wide range of alternative investment strategies for institutional and private clients. With a strong focus on innovation and performance, Box Investment Group has quickly established itself as an agile player in the European investment landscape. This article will provide an overview of Box Investment Group, including its investment strategies, founder profiles, AUM growth and future expansion plans.
Broad alternative investment strategies
Box Investment Group deploys capital across a diversified spectrum of alternative investment strategies. Its primary offerings cover hedge funds, private equity, venture capital, real estate and infrastructure. The hedge fund strategies include equity long/short, global macro, managed futures, fixed income arbitrage and more. The private equity arm targets growth capital and buyout opportunities in technology, healthcare, consumer, energy and manufacturing sectors globally. The real estate practice focuses on core, value-add and opportunistic investments in the UK, Europe and Asia.
Strong growth in AUM and global footprint
Starting from scratch in 2015, Box Investment Group has achieved an impressive growth trajectory. Its assets under management (AUM) have surged from virtually zero to over $5 billion in just 5 years. From its London headquarters, the firm has expanded to open offices in New York, Hong Kong, Singapore and Berlin. Its client base spans pension funds, sovereign wealth funds, endowments, foundations, insurers, private banks and family offices across Europe, Middle East, Asia and the Americas.
Experienced investment professionals at the helm
Box Investment Group was founded by three seasoned investment experts with decades of combined experience at top-tier global investment banks and alternative investment firms. CEO Simon Box previously headed the European investment practice at Goldman Sachs. President Daniel Levy was formerly co-head of alternative investments at JPMorgan. Chairman Michael Chen served as chairman of Asia Pacific at Apollo Global Management. Under their leadership, Box Investment Group has attracted a deep talent pool of over 100 experienced investment professionals.
Innovative investment products and solutions
Leveraging its founders’ expertise, Box Investment Group aims to develop innovative investment products and solutions for its clients. Recent examples include a pan-Asia quantitative hedge fund applying machine learning techniques, a global macro fund with dynamic risk allocation framework, and an Asia healthcare growth capital fund with dedicated digital health practice. The firm has also launched partnerships to provide clients with co-investment opportunities and managed account offerings.
In just 5 years, Box Investment Group has emerged as a fast-growing private investment firm with global presence, $5 billion in AUM, broad investment capabilities and experienced leadership. It is well-poised for the next phase of expansion.