HOW WE DO IT
Anfield Capital brings institutional caliber investment strategies, delivering solutions for our clients. Hallmarks of our approach include:
Seek optimum “risk factor-based, not asset-based allocations”
Conduct intensive individual security analysis and selection
Manage a full range of strategies with long track records
Disciplined with consistent results
Established investment management philosophy and framework for every client
HOW WE THINK
Our philosophy is rooted in modern portfolio theory (MPT).
We embrace the central tenant of MPT, which concludes that diversification is the key to optimal returns over time.
But, we think investors should "spend" risk, not dollars/assets (MPT).
Our risk-based approach allows us to:
Ensure that expected returns are commensurate with the risk taken
Identify potential risks, understand and evaluate the sources of these risks
Make conscious decisions as to which risks makes sense and which risks to avoid
Combining diversified risk allocated portfolios with intelligent selection of building materials and superior operation of the portfolio is the art and science of seeking the perfect portfolio.
THE ART + SCIENCE
of seeking perfect portfolios
Anfield’s investment management process is a constant feedback loop between research, portfolio construction and risk management.
Our investment process combines diversified, risk allocated portfolios with intelligent selection of building materials and superior operations capabilities to perfect the art and science of portfolio management.
Capital Markets Expectations
Map Asset Allocation
based on Risk
Portfolio Construction + Security Selection
Advisor + Client communication
OUR INVESTMENT PROCESS
PORTFOLIO ASSET ALLOCATION
An example of a MPT constructed, highly diversified, optimum asset allocation.
RESULTANT PORTFOLIO RISK ALLOCATION
Here, an example showing the resultant risk factor allocations, going a level deeper to consider WHY each asset class behaves the way it does. The results are remarkably different than the MPT allocation.