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 |
Investment Strategies
Investing the Cap Six Way
High-Conviction Investing
We focus on our best ideas—no filler, no fluff. Every position is backed by rigorous data, deep research, and strong conviction.
Targeted, Alpha-Driven Portfolios
We take a focused approach to investing—targeting fewer, high-potential opportunities to maximize performance while minimizing risks and taxes.
Tech-Driven, Insight-Led Execution
We leverage cutting-edge technology and human insights to enhance decision-making and deliver better results for clients.
Our Strategy Lineup
U.S. Large Cap Growth
Large Cap + High Growth + Tech-Focused
U.S. Market Income
S&P 500 + More Than Double the Income
U.S. Mid Cap
Concentration + Conviction in Emerging Leaders
Texas
Diverse Exposure to Lone Star Leaders
Enfra Income
Energy Exposure + Limited Volatility + High Income
Customized Strategy
Available upon request. Contact the Cap Six team to discuss.
Cap Six Perspectives
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