HOW WE DO IT

OUR APPROACH

Anfield Capital brings institutional caliber investment strategies, delivering solutions for our clients. Hallmarks of our approach include:

Seek optimum “risk factor-based, not asset-based allocations”

Conduct intensive individual security analysis and selection

Manage a full range of strategies with long track records

Disciplined with consistent results

Established investment management philosophy and framework for every client

HOW WE THINK

Our philosophy is rooted in modern portfolio theory (MPT).

We embrace the central tenant of MPT, which concludes that diversification is the key to optimal returns over time.

But, we think investors should "spend" risk, not dollars/assets (MPT).

Our risk-based approach allows us to:

Ensure that expected returns are commensurate with the risk taken

Identify potential risks, understand and evaluate the sources of these risks

Make conscious decisions as to which risks makes sense and which risks to avoid

Combining diversified risk allocated portfolios with intelligent selection of building materials and superior operation of the portfolio is the art and science of seeking the perfect portfolio.

THE ART + SCIENCE

of seeking perfect portfolios

Anfield’s investment management process is a constant feedback loop between research, portfolio construction and risk management.

Our investment process combines diversified, risk allocated portfolios with intelligent selection of building materials and superior operations capabilities to perfect the art and science of portfolio management.

1 Investment models

are created

2 Capital Markets Expectations

3 Risk Factor

Modeling and

Optimization

4 Map Asset Allocation

based on Risk

Factor Optimization

5 Portfolio Construction + Security Selection

Portfolio

management

and rebalancing

7 Advisor + Client communication

6 PLANNING SPECTRUM

OUR INVESTMENT PROCESS

PORTFOLIO ASSET ALLOCATION

An example of a MPT constructed, highly diversified, optimum asset allocation.

10%

Equity

Fixed Income

Natural Resources

Real Estate

Private Equity

Hedge Fund

40%

25%

10%

RESULTANT PORTFOLIO RISK ALLOCATION

Here, an example showing the resultant risk factor allocations, going a level deeper to consider WHY each asset class behaves the way it does. The results are remarkably different than the MPT allocation.

Equity
Interest Rate
Commodity
Currency
Others

66%
11%
7%
5%
11%

11%