A Safe pair of hands
While our decisions are conservative, the returns are not – our performance to date is highly competitive. We are mindful that the first priority of our clients is to not lose any capital; the second is to grow it, and the third is to grow it well.
Old heads on young shoulders
We have considerable experience in the frontline of portfolio and client management during the most financially challenging events in recent times. Infinitas was established in 2008 amidst of the Global Financial Crisis. The team has also worked through every financial & political crisis in the last 20 years.
Access to senior people and continuity of service
The principals are directly available to you, which makes us extremely proactive in the management of your financial affairs. Your affairs, your goals, and the way you like to be serviced is not lost in translation, as can often happen at larger firms. We are able to do this because we work with a limited number of clients.
Robust decision-making process
We take a collaborative approach to investment choices. Our advisory and investment committee is a unified team, and our business is built around the outcomes of our discussions of the markets and specific investment ideas. We rigorously debate our portfolio decisions. This open and collegiate environment makes the team as a whole more intuitive and able to anticipate changes in market trends well in advance of the news.
Skin in the game
Our personal success is closely tied to that of our clients. As principals of Infinitas, we invest our own money alongside our clients. We do not run principal positions and are therefore 100% focused on the interests of our clients above all else.
We believe that investment management should be about values and not just valuations. Our values, and those of our clients, are reflected in our investments.