Investment
Strategy

Our strategic approach can coordinate with other existing assets to avoid overlap and redundancy.

Our Strategy

We believe in identifying superior companies that are trading below their intrinsic value. Thus, we have a high conviction that value will be realized within 1 to 3 years. We focus on high-quality securities that demonstrate profitability and long-term growth potential.

We strive to achieve long-term capital appreciation by blending a top-down sector weighting with a bottom-up security selection to optimize performance.

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Our Strategy

We believe in identifying superior companies that are trading below their intrinsic value. Thus, we have a high conviction that value will be realized within 1 to 3 years. We focus on high-quality securities that demonstrate profitability and long-term growth potential.

We strive to achieve long-term capital appreciation by blending a top-down sector weighting with a bottom-up security selection to optimize performance.

Learn More

Portfolio Construction Process

Analyze Client

Analyze Client

  • Risk Tolerance
  • Time Horizon
  • Return Objective
Asset Allocation

Asset Allocation

Sell Discipline

Sell Discipline

  1. Sell at Intrinsic value premium
  2. Adverse change in company’s fundamentals/ outlook
  3. Loss in price momentum (relative Strength)
Portfolio Construction

Portfolio Construction

Buy Discipline

Buy Discipline

  1. Use DCF Model
  2. Intrinsic Value Discount
  3. Price/Free Cash Flow
  4. Cash Flow Yielda
Portfolio Objective

Portfolio Objective

To provide:

  • Quality diversified portfolio
  • Above average returns over the long run
Investment Disclaimer
Investment advisory is provided by Capitale Investments, LLC, an independent Investment Advisory Firm offering unbiased, fee-based services. The information, opinions and views contained herein have not been tailored to the investment objectives of any one individual, are current only as of the date hereof and may be subject to change at any time without prior notice. Capitale Investments, LLC does not have any obligation to provide revised opinions in the event of changed circumstances.  All investment strategies and investments involve risk of loss.  Nothing contained in this website should be construed as investment advice.  Any reference to an investment’s past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit. Capitale Investments, LLC expressly disclaims any liability or loss incurred by any person who acts on the information, ideas or strategies discussed herein. The information contained herein is not, and shall not constitute an offer to sell, a solicitation of an offer to buy or an offer to purchase any securities, nor should it be deemed to be an offer, or a solicitation of an offer, to purchase or sell any investment product or service.