Investment Philosophy

Our investment philosophy consists of six enduring tenets that have remained unchanged since our founding.


All of our investment activities operate according to the unifying philosophy that follows:

Investment Philosophy - Cityscape
  • THE PRIMACY OF RISK MITIGATION
  • EMPHASIS ON UNLOCKING DEAL POTENTIAL
  • THE IMPORTANCE OF ADDING EXPONENTIAL VALUE TO DEALS
  • THE BENEFITS OF PRE-TAX INVESTING TO OUR INVESTORS
  • AVOIDANCE OF SYSTEMIC AND NON-SYSTEMIC DEAL RISK
  • MONTHLY CASH FLOW PAYMENTS TO INVESTORS
  • THE PRIMACY OF RISK MITIGATION

    Beacon Fund’s proprietary strategy to control sponsor / deal default risk from the onset provides safety for our investors' precious capital. Above-average gains during times of Quantitative Easing are not necessarily proof of a manager's skill; it takes superior insight into acquisition, operations, and juicy after-tax return strategies to prove that those good-time gains were earned through skill, not simply because of easy monetary policies. Thus, rather than merely searching for prospective profits, we place the highest priority on preventing losses. It is our overriding belief that, especially in the opportunistic markets in which we work, "if we avoid the losers, the winners will take care of themselves."

  • EMPHASIS ON UNLOCKING DEAL POTENTIAL

    Anything worthwhile in life requires effort to uncover its maximum potential. Setting a new paradigm in asset-based lending gives Beacon Fund the flexibility to structure any deal for exponential profit potential. It is our belief that a superior record that our investors can be proud of is built on well-strategized successes based on uncommon foresight.

  • THE IMPORTANCE OF ADDING EXPONENTIAL VALUE TO DEALS

    Business does not have to be a “zero-sum outcome”. We feel that skill and hard work can lead to a "knowledge advantage," and thus to potentially superior investment results. Our deal sponsors understand that each transaction requires the need to understand its unique complexities with patience. Tenacity and emotional intelligence allow our team to create an all-around win.

  • THE BENEFITS OF PRE-TAX INVESTING TO OUR INVESTORS

    Specialization offers the surest path to the results we, and our clients, seek. By utilizing advanced Pre-tax investing strategies offered via Sabur Private Wealth Management, that has helped our investors enjoy double-digit yields by simply redirecting the “tax dollars” due to the IRS for income or capital gains taxes. Coupled with our unique investing model that offers inflation-busting returns, Pre-Tax investing exponentially increases investor yield while enjoying virtually ZERO income and or capital gains taxation.

  • AVOIDANCE OF SYSTEMIC AND NON-SYSTEMIC DEAL RISK

    Systemic risk is “market risk” and Non-systemic risk is “operational risk”. To manage these inherent risks in any investing asset or strategy, our investment process is entirely bottom-up, based on proprietary, asset-specific research. We use overall deal structuring as a defensive tool to help us avoid dangerous market shifts by acquiring deeply discounted cash-flowing assets that further allows us the flexibility to maneuver the economic tides. By offering operational oversight to the deal sponsors, we serve as the guardian angels to maintain the safety of principal and peak asset performance to deliver monthly cash flows to our esteemed investors.

  • MONTHLY CASH FLOW PAYMENTS TO INVESTORS

    Imagine maximizing little-known IRC (Internal Revenue Codes) to enjoy ZERO Income and or Capital gains taxes (personal or real property sales), have those IRS-bound dollars be repurposed into the Beacon Fund's strategies that offer low risk, high yields with substantial deal equity while enjoying a monthly cash flow payment that can potentially replace your full-time job or business income in a very short time frame. Beacon Fund’s defensive investment strategies, increased selectivity, powered by tax planning can offer an alternative to low-yielding fixed income investments and a potential for early retirement.