The Strategic Group

The Strategic Group

The Strategic Group was founded in 1996 by Marc X. LoPresti, a co-founder of the alternative data platform BattleFin Group, and has been based in Dorado, Puerto Rico since 2013. The firm operates as a holding company that historically invested proprietary capital before launching The Strategic Funds, LLC in 2018 to curate alternative strategies for accredited investors. Its leadership team combines legal, audit, banking, and trading backgrounds, with Susan Blasberg providing CPA oversight and Christopher Corcoran advising on portfolio management. The firm’s investment approach spans systematic trading, private equity, and digital assets, with a stated emphasis on rules-based logic and research technology. Its trading desk, led by Head Energy Trader Andre Anderson, runs a concentrated book in energy markets, while Hal Schoenfeld and Sune Hojgaard Sorensen contribute to cross-asset research and portfolio construction. The website points to a "Case for Crypto" paper and positions crypto as a portfolio diversifier alongside traditional long-only equity and bond exposures. The firm also touches real estate, private credit, and venture-stage operating businesses through managed accounts and private funds, though its current vehicle is closed to new outside capital. Team size and total deployment are undisclosed. The firm’s Puerto Rico footprint gives it access to Act 20/22 tax incentives, a jurisdictional advantage shared by a cluster of hedge funds and crypto traders that relocated after 2012. Marc LoPresti’s concurrent role at BattleFin suggests a sourcing edge in alternative data and quantitative signals, a thread that runs through the firm’s systematic trading orientation. In June 2021, BattleFin secured a $100 million financing facility from Horizon Technology Finance to grow its data marketplace, signaling continued investment in the alternative data ecosystem that LoPresti co-founded. The structural differentiator is a hybrid architecture: a closed, proprietary-family-style holding company that evolved into a third-party fund manager before pausing external capital-raising. This two-state posture — asset management holding company plus suspended fund vehicle — gives TSG flexibility to pivot between managing internal balance-sheet capital and reactivating institutional fundraising when market conditions or regulatory incentives align. The closed status of The Strategic Funds in mid-2025 suggests the firm is prioritizing proprietary trading returns over asset-gathering, a dynamic more common in single-family offices than in registered asset managers.