A DIFFERENTIATED INVESTMENT PROCESS IS OUR MODEL FOR SUCCESS

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At Caplan Capital Management, we provide Differentiated Investment Management services through our Rigorous Research coupled with our Strategic Implementation of our Key Core Principles.

 

Differentiated Investment Management

• Disciplined value focus with the aim of generating the highest risk-adjusted long-term returns   

• Sector, market cap agnostic

• Deep understanding of macro/micro factors

 

Rigorous Research

• Independent determination of prospective investment’s net asset value

• Comprehensive understanding of company’s operating history and growth prospects

• Evaluation of company-specific and industry risks in the context of evolving macroeconomic trends

• Multiple valuation analysis to determine intrinsic value versus market value

 

Strategic Implementation

• Determining a disciplined framework regarding entry and exit points as well as the size of the investment

• Monitoring size of investment and continuous reevaluation of discount to fair value

• Monitoring company specific, industry and related macroeconomic trends

• Identifying rebalancing and repositioning opportunities with an eye towards tax efficiency

 

Key Core Principles

• Determining the appropriate valuation dictates the merits and sizing of a particular investment

• Achieving long-term, risk-adjusted returns is predicated on careful evaluation of absolute potential returns coupled with appropriate identification of risk factors  

• Market volatility is opportunistically embraced as it can create attractive entry points for new investments

• Thinking long-term obviates the need for frequent portfolio turnover