Bevon Thomas

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.