Invest Strategically

Our investment model is based on evidence, not speculation.

Forget what ‘they’ say about the latest hot-ticket investment strategies or portfolio manager.

The evidence tells us the key to success is all about investing strategically. It’s about making the markets work for you reliably, in line with your goals. And it’s about doing the boring stuff well.


Our investments are managed to a fiduciary standard

Over the past 50 years Nobel Laureates like Prof. Eugene Fama, Prof. Harry Markowitz and Prof. Bob Merton, have added enormous depth and rigour to our understanding of how financial markets work.

While there is still much to learn about financial markets, we base our investment decisions on the best knowledge available and build robust, sustainable and risk-managed investment portfolios.

We are founding members of the Global Alliance of Independent Advisors (GAIA) and Capital Partners holds a Center for Fiduciary Excellence (CEFEX) certification.

How do your current investments perform?

We’ve created a fair benchmark comparison to review your investment portfolio over the short, medium and long term.

Evidence vs

The implementation of our Asset Class Portfolios is based on a framework of principles that bring consistency, reliability of outcome and lower cost to our investors.

All our portfolios are built on the following foundations:

Markets work

Markets throughout the world have a history of rewarding investors for the capital they supply.

Investing vs Speculating

There is no doubt that capital markets have a history of rewarding investors. Still, almost no evidence supports the notion that beating or timing the market is possible consistently.

Risk and return are related

Evidence from investors and academics alike points to an undeniable conclusion: Risk and return are related. What are the risks worth taking?

Investment dimensions

An investment dimension is a market factor that explains differences in returns, demonstrates persistence through time and pervasiveness across markets, and is cost-effective to capture in diversified portfolios.

The structure is the strategy

Successful investing means not only targeting dimensions that generate higher expected returns but also managing risks that may needlessly compromise performance.

Let’s design your investment plan

The best investment strategies start with a clear life strategy. So, talk to our team about what you want to achieve – in the markets, but more importantly, in life.