Our Investment Philosophy
At CapTrust we believe our client’s success hinges on following a sound investment philosophy. Our approach to capital markets has been developed through years of experience and serious examination. To successfully guide clients in the construction and management of their portfolios we adhere to the following principles:
- A Plan - Developing a personalized plan and staying the course through market fluctuations is imperative for long-term success. At the core of each plan we include a strategic asset allocation.
- Discipline - In order to make better investment decisions, prudent judgment and discipline must replace emotion. Regardless of the investment plan, decisions and strategies will only be implemented where a quantifiable and historically confirmed discipline is demonstrated and understood.
- Play to Win - We believe in the value-add of active management and identify money managers who have the skill to both exceed a passive strategy and diminish volatility over time.
- Tactical Tilts - From time to time, with the intent to capture additional market returns and/or decrease volatility, we will recommend smaller tactical tilts that intentionally deviate from the long-term allocation in response to perceived future market changes.
- Value Bias - Two broad segments of equity investing include the investment styles of growth and value. At CapTrust we have a value bias. Value investing has historically outperformed growth over time on both a real and risk-adjusted basis.
- Contrarian - As it relates to crowd sentiment, we consider ourselves contrarian. We seek sound investment opportunities with a willingness to step away from the crowd when out-of-favor managers or asset classes warrant overweighting.
