investment MANAGEMENT & philosophy

A DIFFERENTIATED INVESTMENT PROCESS IS OUR MODEL FOR SUCCESS

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