Our Investment Strategies

Our Philosophy

Anfield’s investment philosophy for our Global Multi-Asset Strategies (GMAS) is rooted in modern portfolio theory, but recognizes that it is actually risk factor allocation and not capital asset allocation, that is the most critical determinant of an investment program’s success. Further, history does not repeat itself, but it can be used to help develop estimates of future asset class and market behavior.

At Anfield Capital, we believe the following principles provide the framework for building risk diversified and managed portfolios across a broad spectrum of client requirements.

  • The global capital markets are largely efficient in the long run.
  • There is a trade-off between risk and return.
  • Investors are not compensated for risk that can easily be diversified away.
  • The mean-variance and capital asset pricing model frameworks are reasonable models of the risk/return trade-off at the asset class level, but
  • Investors should budget and “spend” risk, not dollars/assets.
  • Combining diversified risk allocated portfolios with intelligent selection of building materials and superior operation of the portfolio is the art and science of perfecting the portfolio.
Anfield Capital Management, LLC is a registered investment advisor with the SEC. The purpose of this presentation is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice.

We may change these materials at any time in the future without notice to you. We are not providing you with investment, tax, or legal advice. Past performance is not necessarily indicative of future performance. We are not offering to buy or sell any financial instrument or inviting you to participate in any trading strategy.

This material was not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under US federal tax laws.

Anfield Capital Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®) and has calculated your performance returns in accordance with the Global Investment Performance Standards. To receive a compliant presentation and/or the firm’s list of composite descriptions, please contact us at 949-891-0600.

Past performance is not indicative of future results. Presented performance results are total return and include the reinvestment of all income. Net of fee performance was calculated using the highest applicable annual management fee. Valuations and performance is reported in U.S. dollars. The results for individual accounts and for different periods may vary depending on market conditions and other factors. The performance results displayed herein represent the investment performance record for a composite. All performance results prior to the establishment of Anfield in August 2009 were achieved by the portfolio manager prior to the formation of Anfield and have been linked to the performance history of Anfield. These results should not be interpreted as the actual historical performance of Anfield. Anfield has adhered to the performance record portability requirements outlined in the GIPS Guidance Statement on Performance Record Portability in regard to the presentation and linking of this performance track record.

Diversified Liquid Alternatives simulated backtest results were derived from the retroactive application of a model and do not represent actual investment performance or trading. Returns have not been reduced by trading costs which would be charged if the adviser were actually managing client’s money. Returns have been reduced by an annual management fee of 1.25% applied on a quarterly basis. The backtested results have inherent limitations as the results are derived from the retroactive application of a model developed with the benefit of hindsight. Performance may not reflect the impact that certain material economic and market factors might have had on the decision-making process if Anfield Capital Management was actually managing client assets according to the model. The strategy could not have been implemented before Jan 2011as this was the first date that the majority of the securities in the portfolio were available. Beginning May 2014, Anfield Capital Management started managing actual client accounts according to the Diversified Liquid Alternatives strategy.

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