M&A

Barclays and Elkhorn Capital Group, LLC, Announce Strategic Partnership

Combining cutting-edge investment strategies and expands product offering capabilities

New York, July 23 2015 – Barclays today announced a strategic partnership with Illinois-based investment firm Elkhorn Capital Group. The partnership is designed to extend Barclays product availability by bringing together its track record in creating unique investment concepts, with Elkhorn’s independent product expertise.

The partnership will allow Barclays and Elkhorn to collaborate in offering clients access to additional products based on Barclays’ strategies. Barclays has a track record of producing unique investment concepts, and in the past three years has announced partnerships with Roubini Global Economics and with CAPE originator Professor Robert Shiller.

Additionally, in July 2014, Barclays launched its first socially responsible investing strategy, the Women in Leadership Index. Elkhorn is pioneering a new chapter in investment management by developing a wide array of investment structures – including ETFs, UITs, ETF-linked and market-linked solutions – based on world-class research.

Fabien Labouret, Global Head of EFS Investment Strategies at Barclays, commented: “This partnership allows us to offer our clients an expanded range of investment opportunities. We’re enhancing efficiency in product delivery, and matching that with innovation in investment content. Elkhorn’s multi-dimensional setup is very complementary to Barclays’ business, and very aligned to investors’ needs.”

Ben Fulton, Elkhorn’s founder and CEO, commented: “We are seeing a greater demand for more custom investment products across a variety of market segments. By partnering with Barclays, we are able to offer clients a range of innovative investment opportunities.

We are seeing a greater demand for more custom investment products across a variety of market segments

We are excited to bring Barclays’ expertise as a complement to our existing partners, including Dorsey Wright & Associates, to provide a unique and leading combination that meets the needs of today’s advisors.” Elkhorn was established as a registered investment advisor and regulated broker dealer in 2013 focusing on collaborative research delivered through multiple product access points.

 

 

 

 

About Barclays
Barclays is an international financial services provider engaged in personal, corporate and investment banking, credit cards and wealth management with an extensive presence in Europe, the Americas, Africa and Asia. Barclays’ purpose is to help people achieve their ambitions – in the right way. With 325 years of history and expertise in banking, Barclays operates in over 50 countries and employs over 130,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. For further information about Barclays, please visit our website www.barclays.com.
About Elkhorn Capital Group LLC
Founded in 2013, Elkhorn is redefining the relationship between investment strategy and product structure: designing, sponsoring and distributing innovative, research-based investments solutions. At Elkhorn, research drives design and advisors drive structural decisions. Elkhorn's founder, Ben Fulton, is a recognized leader in the ETF industry, leveraging 30 years of financial services experience to meet the needs of today's investment advisor. To learn more about Elkhorn, please visit www.elkhorn.com.