Investment Philosophy

  • There are a great number of ordinary investment managers but very few world class ones. Our goal is to avoid the former and hire the latter.
  • Portfolio construction is a dynamic, not a static process.
  • CA Partners believes there are six essential elements to the successful management of wealth:
    1. The avoidance of major losses in down markets.
    2. The minimizing of taxes.
    3. Well-considered diversification.
    4. A carefully calibrated balance between returns, risk and volatility.
    5. Investment discipline.
    6. Experience.