Steven Hale

Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments.

Operates as a holding company whose subsidiaries provides title insurance, real estate leasing, reinsurance and management advisory services for residential & commercial sectors

Provides fund management services

Hale Partnership’s investment process involves extensive fundamental earning power analysis and independent industry research. The firm's portfolio is concentrated in 8-15 positions at a given time. The average position sizes are between 6% and 15% depending on the relative expected after-tax return and liquidity of each security. The portfolio is not fully invested at all times, and cash is held in the absence of attractive absolute return opportunities. Holding periods have averaged 2-3 years.

Operates as a real estate investment trust