Long-only, public equities
|
Separately managed accounts
|
Low account minimums
|
Majority women-owned
|
Long-only, public equities | Separately managed accounts | Low account minimums | Majority women-owned |
What We Do
Our Investment Objectives
Maximize Conviction
Invest with confidence by concentrating in the best ideas without compromise.
Minimize Risks
Measure, analyze, and manage dozens of portfolio risk factors to avoid unwanted market risk.
Mitigate Taxes
Execute tax-efficient decisions by strategically harvesting losses and minimizing unnecessary taxes.
Our Investment Process
At the core of Cap Six’s approach is a disciplined, process-driven framework that begins with clearly defined investment objectives, ensuring alignment with client priorities. Through systematic idea generation and rigorous security selection, we construct balanced portfolios that seek to optimize risk-adjusted returns. This process is sustained by continuous oversight and adaptive management, enabling us to navigate evolving market conditions while maintaining a focus on performance, risk mitigation, and tax efficiency.
Our Advantage
The Cap Six Advantage lies in the seamless integration of data-driven insights, advanced technology, and experienced human judgment, creating a dynamic investment process that ensures disciplined execution, real-time adaptability, and precise risk management to consistently uncover alpha opportunities across market environments.
Data
- Data-centric process drives idea generation and portfolio management.
- Advanced analytics transform complex datasets into actionable insights.
- Continuous evaluation and new data source integration ensure adaptability and ongoing alpha identification.
Technology
- Proprietary tools enable real-time decisions with greater efficiency.
- Enhances scalability, transparency, and systematic portfolio implementation.
- Seamlessly integrates with human oversight for optimal performance.
Human Judgment
- Expertise bridges data, technology, and thoughtful decision-making.
- Disciplined oversight ensures consistent execution and ongoing evaluation.
- Adaptive decision-making ensures flexibility in changing market conditions.
Cap Six Perspectives
Sign up for thoughtful investment perspectives designed for sophisticated investors.
