BLUE HORIZON

Overview of BLUE HORIZON

Founded in 2011 and operating from the United Kingdom, BLUE HORIZON oprates under the UK Financial Conduct Authority, with a noted “Exceeded” regulatory status. Specializing in investment advisory, the firm offers a spectrum of sophisticated investment strategies, emphasizing structured products with bespoke payoffs and innovative solutions for managing asset liquidity.

The commitment to a diversified investment approach and specialized funds that leverage fixed income opportunities underlines their tailored services. However, the inherent complexities of their investment products and the risks associated with illiquid assets are vital considerations for their clients. Further, the focused nature of their funds and market dependencies reflect a nuanced investment landscape.

Pros and Cons

BLUE HORIZON is an innovator with various investment strategies, specialized fund offerings, and solutions for asset liquidity. However, the complexity and niche focus of its products, along with a regulatory status that is exceeded. While the promise of tailored payoff structures and leveraged solutions may attract investors, the inherent risks associated with such products and strategies couldn't be oversighted. The firms investment prowess is as much defined by its ability to offer bespoke solutions as it is by the investor's responsibility to understand and navigate the complexities of those solutions.

Is BLUE HORIZON legit or a scam？

BLUE HORIZON presents an unregulated status described as “Exceeded” by the Financial Conduct Authority (FCA) of the UK. This terminology indicates non-compliance or surpassing certain limits not in line with the FCA's standard regulatory frameworks.

Investment Approach of BLUE HORIZON

Liquid Asset Management

Fixed Income

BLUE HORIZON excels in facilitating capital utilization for their clients through leverage. By analyzing the liquidity of asset portfolios, they offer customized solutions to optimize loan-to-value (LTV) ratios and financing costs. Leveraging a variety of tools, they can enhance the liquidity of illiquid assets through their securitization program. These solutions are accessible via segregated mandates or supported by various fund structures, providing flexible options to meet client needs.

Structured Products

BLUE HORIZON presents an extensive array of structured products, alongside with specific features, underlying assets, and payoff structures to accommodate a wide range of investor objectives and risk profiles.

• Payoff Profiles:

• Principal-Protection: Products that guarantee the return of the initial investment while also offering the potential for market gains or yields.

• Yield-Enhancement: Aimed at investors seeking higher regular income than risk-free rates, these notes can incorporate principal risk but are created to protect investors from initial declines in the reference asset while aiming for targeted returns.

• Participation: For those with a specific risk appetite, BLUE HORIZON can create payoffs with embedded leverage on the referenced underlyings, customizing payoff profiles with call and put options to align with investor strategies.

• Underlying Asset Classes:

• Equity: Linked to a selection of single stocks or global equity indices, potentially including large-cap stocks from sectors such as technology, healthcare, and consumer cyclicals.

• Commodity: Returns are linked to the performance of commodities like gold, oil, and agricultural products.

• FX: Returns based on spot or forward currency exchange rates.

• Fixed Income: Referencing global interest rates, inflation, or credit spreads, with payoffs possibly crafted to leverage the shape of forward curves.

• Hybrid: Combines various underlying asset classes to offer a customized risk-return profile, appealing to the unique preferences of each investor.

Securitisation

BLUE HORIZON specializes in converting illiquid, valuable assets into financial instruments. Through intelligent financial engineering, selected assets are transformed into liquid securities, making them easily tradable in the broader financial market. This process allows clients to enhance the liquidity of their assets, providing greater flexibility and access to capital.

Fund Management

BLUE HORIZON is gearing up to introduce two Luxembourg domiciled collective investment vehicles, showcasing their dedication to offering various investment avenues to their clientele.

• Blue Horizon Fund 1 SICAV-RAIF SCSp (RAIF): This vehicle is concentrated on illiquid, closed-ended sub-funds harboring a long-term investment perspective. The inaugural sub-fund, named the UK Capital Growth, is set to launch in December 2023.

• Specialised Investment Fund (SIF): Geared towards clients interested in shorter to medium-term investments that are tradeable on a daily basis, this fund plans to launch sub-funds that emphasize leveraged fixed income and structured products. The kickoff for these sub-funds is targeted for the second quarter of 2024.

Additionally, BLUE HORIZON intends to expand its fund offerings later in the year with sub-funds focused on specific themes, including:

• Balkan Opportunities: Exploring investment opportunities in the Balkan region.

• Super Prime Real Estate (London): Investing in high-end real estate markets in London.

• Trade Finance: Focusing on investments in the trade finance sector.

UK Capital Growth

This sub-fund puts a spotlight on growth-centric businesses within the UK that have traditionally been overlooked by standard debt and equity providers. The fund seeks to offer financial solutions in various scenarios, such as:

• Growth Capital: Providing capital for business expansion, potentially allowing founder shareholders to partially cash out.

• Bolt-on Acquisitions: Offering financial support for strategies aimed at growing through acquisitions.

• Company Acquisition: Backing management teams looking to secure either a minority or majority stake in their companies.

Strategic Advisory

BLUE HORIZON's corporate finance team is at the forefront of providing tailored investment and business solutions, leveraging their deep expertise to support clients across a spectrum of strategic financial decisions. Their services encompass a comprehensive range of corporate finance activities including:

• Asset Divestments: Advising on the strategic sale of assets to optimize portfolio performance and unlock value.

• Acquisitions: Guiding through the complexities of acquiring businesses, ensuring strategic alignment and financial success.

• Restructuring: Offering insights and strategies for restructuring operations to improve efficiency, reduce costs, and enhance profitability.

• Growth Capital: Facilitating access to capital for expansion efforts, enabling companies to seize growth opportunities.

The team's experience is broad and distinguished, covering:

• Initial Public Offerings (IPOs): Providing expert guidance through the process of taking companies public, from pre-IPO planning to post-IPO strategy.

• Property Development: Advising on investment and development strategies in the real estate sector, from residential to commercial properties.

• Market-Leading Private and Public Acquisitions: Assisting in navigating the acquisition process, providing integration and value creation.

• Privatisations and Mergers: Offering strategic advice on privatisation initiatives and mergers, focusing on creating synergies and enhancing shareholder value.

Customer Support

Address: 118 Piccadilly, London, W1J 7NW, United Kingdom

Email: info@blue-horizon.com

Phone: +44 203 832 7900

Contact form: Clients are able to send messages through the contact form.

Conclusion

BLUE HORIZON is designated as “Exceeded” by the United Kingdom's Financial Conduct Authority (FCA). It excels in delivering customized investment solutions, prioritizing structured products, asset liquidity innovations, and a focus on leveraging fixed income opportunities. The firm's tailored investment strategies and understanding of market intricacies appeal to varied investor needs, offering unique payoff structures. Yet, the inherent complexities and risks linked to illiquid assets underscore the importance of investor vigilance.

FAQs

Q: Does BLUE HORIZON comply with financial regulatory standards？

A: No, BLUE HORIZON is unregulated by the Financial Conduct Authority (FCA) in the UK, with an “Exceeded” regulatory status.

Q: What services does BLUE HORIZON specialize in？

A: BLUE HORIZON focuses on investment advisory, offering specialized structured products, strategies for improving asset liquidity, and a keen focus on leveraging fixed income opportunities for its clients.

Q: Can BLUE HORIZON enhance the liquidity of traditionally illiquid assets？

A: Indeed, BLUE HORIZON excels in converting illiquid assets into tradable securities, thereby enhancing their liquidity and providing clients with increased capital access through innovative financial engineering.

Q: What varieties of structured products are available through BLUE HORIZON？

A: They provide a various portfolio of structured products tailored to different investment goals and risk appetites, including products for principal protection, yield enhancement, and leveraged participation in a broad range of asset classes.

Q: How does BLUE HORIZON assist clients in formulating investment strategies？

A: The firm offers comprehensive investment and business strategies, utilizing extensive corporate finance expertise to support a wide array of financial activities, from asset management to strategic restructuring and capital growth initiatives.

Q: How to seek investment advice from BLUE HORIZON？

A: For investment guidance and services, BLUE HORIZON can be contacted via their London office, email info@blue-horizon.com, or phone +44 203 832 7900.