Our investment philosophy and process


Investing for the long term is core to our approach.

A long-term investment horizon

In our experience, investing successfully means taking the long-term view. Our investment professionals seek to identify securities that can do well over several years, by using fundamental analysis1 and paying close attention to valuations. While this approach can often involve taking a stance that is at odds with the market consensus, the expectation is that new information will come to light that validates our opinions and steers the consensus view in our favour.

Discipline and experience

Long-term investing requires discipline and experience. The majority of our portfolio managers and analysts have witnessed several market cycles2 and have been with Capital for many years. This means they have the perspective and knowledge required to navigate volatile markets.


A strong organisational culture

Taking the long-term view is possible because of the way our company is organised and managed. Privately owned by senior employees and focused exclusively on asset management, Capital provides the ideal environment for investment professionals to maintain a long-term perspective when pursuing investment opportunities.

1 A method of securities research that focuses on a company's fundamentals (its operational and financial situation and future prospects) rather than the level of its share price relative to the market (technical analysis).

2 Trends or patterns that may exist in a given market environment.