OUR PHILOSOPHY OUR PERSPECTIVES ON THE EARTH AROUND US
OUR PHILOSOPHY OUR PERSPECTIVES ON THE EARTH AROUND US
Broadway Investment Group: Elevating the Stage Through Strategic Investment
Broadway Investment Group offers a distinctive platform for discerning theater enthusiasts and accredited investors to collaborate on the production of Broadway and Off-Broadway performances, original cast recordings, West End shows, and select ventures in television and film. With a commitment to excellence, our team meticulously curates high-potential opportunities, providing investors with a bespoke portfolio of projects designed for cultural impact and financial promise.
Investment Access to Premier Productions
As a member of Broadway Investment Group, investors are granted exclusive opportunities to support acclaimed and emerging works alike. Current ventures include celebrated titles such as Hadestown, The Outsiders, Gypsy featuring Audra McDonald, Redwood with Idina Menzel, and The Wiz Broadway and National Tour, among others. Our group’s investment in recent triumphs such as Appropriate and Merrily We Roll Along has garnered multiple prestigious accolades, including Tony, Drama Desk, Drama League, and Outer Critics Circle awards, underscoring our dedication to excellence in theater.
A Community of Esteemed Professionals
Our membership is composed of professionals from diverse fields—attorneys, investment bankers, producers, artists, and entrepreneurs—all united by a passion for theater and a commitment to bringing meaningful productions to the stage. Broadway Investment Group fosters an environment where investors can engage at various stages of a project, from concept and development to pre-opening and national tours.
Flexible Investment, Enduring Impact
At Broadway Investment Group, members have the flexibility to choose their level of involvement, with no obligations or minimum requirements for investment. We welcome accredited investors who seek not only financial growth but the satisfaction of contributing to the cultural landscape through theater. To join a community dedicated to advancing the arts and building legacy productions, connect with us today.
OUR MISSION
Our purpose at BIG is to positively impact lives. We know that this is a big statement for an investment firm, but it speaks to the awareness that we carry every day that our work ultimately provides for the investors of firemen, policemen, teachers, autoworkers, and others, and for the advancement of social goals at universities and endowments. It also speaks to the fact that we recognize that our direct, contractual clients – those who run the pension funds, foundations, endowments, etc., and those consultants who work with them – are impacted at a professional and even personal level by the quality of work that we – each and every one of us – do for them. This is a far cry from what most people outside of our industry would expect the ethos of an investment firm to be. We are proud of the mission of our firm.
OUR STORY
We founded BIG with a vision for a better way to invest. systematizing the application of sound investment insights allowed us to avoid the common behavioral and emotional errors in decision-making. We brought science and discipline to investment management.
Never a traditional “quant”, we were always focused on uncovering deeper, conceptual insights about how markets work rather than looking for the appearance of statistical patterns in the data. By applying a systematic approach to the kind of fundamental and economic insights sought out by fundamental investors, we gained an investing edge.
Over time, we learned that while systematizing our ideas came with strong advantages. Coupling our academic orientation with that of the practitioner by applying a modest degree of discretion, we came to develop new insights more quickly, better manage the risk of our portfolios and enhance our clients’ returns. Putting to work our deep understanding of what makes our models work allowed us to navigate through the market and economic conditions that impact the effectiveness of our models.
Our vision for a better way to invest included a commitment to providing strong, successful alternatives to what was commonly and conventionally available elsewhere. That required that we unearth insights that other investors had failed to spot by questioning what might otherwise seem known and digging deeper. Innovation rarely occurs without some form of friction, irritant or need. By causing serious minds from diverse backgrounds in finance, science, and mathematics to work together, we cultivate a cognitive friction that leads to uncommon insights. We do not think alike, share the same assumptions, nor address questions in the same way. This provokes the kind of innovation that results in true alternatives for our clients.
So what does our future look like? That has everything to do with what asset owners need. Clients today are looking not just for added return in their portfolios, but returns that carry other specific characteristics. Many are looking for return streams that legitimately provide diversification to everything else they have in their portfolios. Protecting against downside risk, generating more yield, improving after-tax returns, and being prepared to protect against either inflation or deflation are important concerns as well. As we move forward into the future, it is our goal to bring our best insights to bear on solving these needs, in ways that represent truly alternative and diversifying forms of solutions to what investors can readily find elsewhere.
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