Our investments are managed to a fiduciary standard

Over the past 50 years Nobel Laureates like Prof. Eugene FamaProf. 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.

Evidence vs Speculation

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 work

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.

Investing vs Speculating

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.

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.

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.

Implementation can make all the difference

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.

Asset Class Investing

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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.