Fact Sheets

 

Evidence Based Investing Portfolios

Our portfolios are globally diversified and typically comprise of exchange traded funds (ETFs). We focus on finding the most tax efficient, highly liquid ETFs with the lowest expense ratio. Our objective is to create global capital market exposure along the dimensions of return that will deliver a better risk-adjusted performance in the long-term for our investors.

We benchmark our portfolios to a blend of the MSCI World Index and the Barclays U.S. Aggregate Index.

We have over 40 Evidence Based Investment (EBI) discretionary portfolios.  They are segmented mainly by currency and risk profile.

We manage portfolios in AUD, EURO, GBP or USD, and then pending the clients risk profile of Conservative, Moderate, Balanced and Aggressive we look to allocate clients to their ideal portfolio.

For simplicity, we have attached one fact sheet for our USD International Balanced Portfolio for you to download here.

Evidence Based Investing – International Balanced Strategy USD

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Global Value Portfolio

The Capital Company’s Global Value Strategy is a carefully curated portfolio of our best, highest conviction stock ideas worldwide. We use a bottom-up stock picking approach to create a concentrated portfolio of securities from developed and emerging markets around the world. We seek out quality and value, preferably deep value, at all times because ultimately the price paid for an investment determine its returns. We invest in dynamic businesses that have the potential for higher investment returns, all the time keeping in mind that the price paid for the investment determines those returns.

Global Value Strategy USD

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Asian Opportunity Portfolio

The Capital Company’s Asian Opportunities Strategy is a carefully curated portfolio of our best, highest conviction ideas in the Asia Pacific region.

We use a bottom-up stock picking approach to invest in a select few companies that we consider to be Asia’s “blue chips of tomorrow” – solid, world-class businesses that have hallmarks of outperformance or the potential to acquire these characteristics.

The strategy invests in a concentrated portfolio of securities from developed and emerging markets in the Asia Pacific region, including Japan, Australia and New Zealand. We seek out quality and value, preferably deep value, at all times. We invest in dynamic businesses that have the potential for higher investment returns, all the time keeping in mind that the price paid for the investment determines those returns.

Asian Opportunities Strategy USD

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Sustainable Investing Portfolio

The Capital Company’s Sustainable Investing Portfolios are actionable solutions for clients who want to invest alongside their values and include sustainability issues into their portfolios without sacrificing returns.

In our Sustainable Investing portfolios, we incorporate the principles of Environmental, Social, and Governance issues (ESG) as well as impact investing into our investment process. Then we add an overlay of our core investment philosophy of Evidence Based Investing, which we believe generates better long-term returns. The end result is a dynamic portfolio that achieves an optimum balance between social impact and investment outcomes.

Our portfolios are fully diversified across asset classes and customised for all risk levels. They typically aim to invest at least 80% of assets in areas related to sustainable investing, be it ESG, Impact or SRI.

Sustainable Investing – International Balanced Strategy USD

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