Our investment models are based on evidence, not speculation and begin with the work of leading researchers, from the best finance schools, from the best universities in the world.
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.
Over the past 50 years Nobel Laureates like Prof. Eugene Fama, Prof. Harry Markowitz, Prof. Bob Merton, and Prof. Daniel Kahneman and leading researchers like Prof. Ken French, and Prof. Robert Novy-Marx have added enormous depth and rigour to our understanding of how financial markets work, the risks worth taking, and how investors behave in the face of uncertainty.
While there is still much to learn about financial markets, we base our investment decisions on the best knowledge available, and by using an evidence-based approach we build robust, sustainable and risk-managed investment portfolios.
Our Investment Committee meets regularly to review research and our investment principles, and to oversee the construction and performance of our model portfolios, upon which your tailored portfolio will be based.
We are founding members and active participants in the Global Alliance of Independent Advisors (GAIA) and Capital Partners holds a CEFEX certification. The Center for Fiduciary Excellence (CEFEX) serves as an independent auditor to verify that an investment advisory firm conforms to all practices and criteria that comprise the Global Standard of Fiduciary Excellence.
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.
Our research and implementation partners provide us with institutional pricing and trading efficiency, all of which is delivered to your portfolio.
All our portfolios our built on the following foundations:
Markets throughout the world have a history of rewarding investors for the capital they supply. Companies compete for investment capital, and millions of investors compete to find the most attractive returns. Markets quickly incorporate information from this competition into security prices.
The conventional approach to investing revolves around picking funds and individual shares, and then timing into and out of markets, with the objective of beating the market. There is no doubt that capital markets have a history of rewarding investors, but there is almost no evidence supporting the notion that beating or timing the market is possible on a consistent basis.
Evidence from investors and academics alike, points to an undeniable conclusion: Risk and return are related. What are the risks worth taking?
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.
Successful investing means not only targeting dimensions that generate higher expected returns, but also managing risks that may needlessly compromise performance.
Research and structure are the foundations of Asset Class investing. But long-term results depend on our ability to effectively implement strategies in competitive markets. Implementation has two vital and integrated functions: portfolio management and trading.
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.