Our Approach
CapitalatWork is driven by the quest for value and is an active asset manager. When looking for value, we do not take into account any benchmark constraints. If we find true value, we extract it, independent of where we find it. Portfolios are then constructed using specific diversification guidelines and risk is measured for each individual investment.
Specifically for our fixed income funds we implement a target interest rate risk / absolute return strategy, that allows our customers to integrate the funds in their overall asset and liability models. In addition, this approach allows CapitalatWork to focus on the search for value.
For those investors that cannot have their portfolios managed in an active manner, we implement a Fundamental Indexing approach, immunizing some of the issues that are typical for regular index strategies.
To serve our clients in the most optimal manner, we assign two points of contact. This enables us to respond directly to the client’s needs and questions, depending on the subject matter expertise required.
We adhere to “best execution” principles when executing trades for our client portfolios and our funds. We are constantly looking for better ways to execute transactions. We assess counterparties, electronic execution platforms and order management channels on a continuous basis.