Navigating Global Macro Alpha

OPPORTUNISTIC EDGE | DISCIPLINED STRATEGY

PERFORMANCE-FOCUSED

Global macro investing through a multi-dimensional risk lens

Navigating Global Macro Alpha

OPPORTUNISTIC EDGE | DISCIPLINED STRATEGY PERFORMANCE-FOCUSED

Global macro investing through a multi-dimensional risk lens

Our Firm

Black Harbor Capital is a global macro investment manager focused on directional and relative value strategies across macro equities, fixed income, high yield credit, rates, and commodities in U.S., Europe, and Asian markets.

The strategy combines top-down macro perspectives with fundamental relative value analysis and disciplined portfolio construction, targeting asymmetric opportunities and uncorrelated returns across market cycles.

The firm employs a risk-disciplined, repeatable investment process, utilizing derivatives and dynamic hedging to express views, manage downside risk, and capture convex return profiles.

17+ Years Expertise

Multi-Asset Derivatives Trading, Global Investment Strategy & Risk Leadership

Multi-Asset Breadth

Equities, Fixed Income, Cross-Capital Credit, Rates & FX, Index Derivatives

1 Strategy | Multi-Dimensional Lens

The strategy is focused on dislocations within and across asset classes and sectors, expressed through derivatives and relative value positioning

Investment Strategy

Black Harbor Multi-Asset Macro Fund

  • The flagship strategy focuses on identifying directional and relative value opportunities in global equities, corporate credit, interest rates, and their related derivatives

  • Macro and relative value views are expressed through asymmetric, derivatives-based structures, integrating dynamic portfolio construction and disciplined risk management to capture mispricings and generate uncorrelated return streams across market regimes

    Equities - Relative value across sectors, regions, and event-driven volatility

    Credit - Capital structure arbitrage and discount-to-NAV listed credit funds

    Rates & FX - Yield curve basis and cross-market relative value

    Commodities - Directional and relative value across energy and metals markets

Portfolio Strategy with Proactive Risk Management

Disciplined Portfolio Construction

Structured to perform across market cycles through dynamic asset allocation, integrating macro drivers, sector positioning, and single-asset relative value

Optimized Risk Strategy

Scenario-driven risk frameworks and forward-looking stress and liquidity modeling, with derivatives-based hedging and disciplined volatility management applied at both the portfolio and position level

Leadership

Alfonso Diaz, CFA

Founder & Chief Investment Officer

Alfonso Diaz is the Founder and Chief Investment Officer of Black Harbor Capital, where he leads a multi-asset global macro investment strategy, overseeing portfolio construction, risk management, and derivatives strategy.

He has over 17 years of experience investing across global markets, including equities, fixed income, credit, rates, and FX.  His approach integrates global macro, relative value, and systematic frameworks, with a focus on identifying asymmetric opportunities, managing downside risk, and optimizing risk-adjusted returns.

Prior to founding Black Harbor, Alfonso led portfolio risk strategy and derivatives hedging for Blackstone’s Multi-Asset and Global Credit platform (~$300bn+), partnering with CIOs and senior leadership to shape investment strategy and balance sheet optimization across liquid and private credit markets.

Alfonso began his career at Goldman Sachs as a Derivatives Trader managing special situations and macro index arbitrage strategies.  He subsequently held trading and portfolio strategy roles at Macquarie Capital and Société Générale, focused on synthetic financing and cross-asset derivatives across U.S., Europe, and Asia-Pacific markets.

Alfonso earned a BBA in Corporate Finance and Risk Management, graduating with highest honors from St. Mary’s University, and is a Chartered Financial Analyst (CFA) charterholder.

General Inquiries

info@blackharborcap.com

Investor Relations

ir@blackharborcap.com