About Us

We are an independent investment management boutique and hedge fund sponsor

We were founded in March 2008

We were founded in the midst of the Financial Crisis and we have built our firm during the most challenging investment environment in modern history. We are proud of the investment strategies we have developed and the value we have created for our clients. As a result of our strong performance, today we serve as a trusted investment advisor to institutions, high net worth individuals and private investment funds.

We are a boutique

We appreciate the advantages of being a boutique investment advisor. Independence preserves integrity. Specialization creates focus. Tractable size affords the agility to capture opportunity. Horizontal organization directs focus to clients rather than bureaucracy. Employee ownership provides continuity and the incentive to care deeply about every client. We appreciate these advantages because we believe they are fundamental to our pursuit of excellence in investment management.

We seek to enhance our clients' welfare through innovative investment strategies

We are convinced investors need better solutions than the status quo offers. Investors need opportunistic investment strategies that can help them defend against—and even profit from—the dislocation and volatility that inevitably occur in capital markets. Informed by the past and looking toward the future, we offer innovative investment strategies for forward-thinking clients.

We eat our own cooking

We believe in the investment strategies we create and in the power of proper incentives. This is why we happily eat our own cooking—our principals invest their own capital in our strategies and our key employees' compensation is linked directly to investment performance.

Investment Approach

Our Investment Approach is characterized by four key endeavors

Focus on Absolute Return
We seek to generate consistently attractive returns, not to track particular benchmarks or indices

We believe the best way to achieve long-term capital growth is by creating attractive shorter-term returns that compound consistently over time. This is why we focus on what really matters—generating returns—rather than on tracking the market up and down.

Examine All Perspectives
We seek to integrate diverse analytical methods to thoroughly evaluate investment opportunities

No single method of analysis is adequate to explain the pricing of all securities in all sectors in all countries at all times. We believe integrating multiple perspectives—particularly those of contrasting analytical approaches—generates the most comprehensive view of the risks and returns inherent in investment opportunities.

Allocate Capital Actively
We seek to dynamically allocate capital across investment opportunities to create return and control risk

We seek to allocate capital in proportion to the attractiveness of investment opportunities. But investments become more and less attractive over time because the relationship between risk and return is not constant. In fact, the premium earned for accepting every risk varies over time—sometimes frequently and by large amounts. These variations create both threats and opportunities. We seek to actively position our portfolios to defend against the threats and take advantage of the opportunities.

Manage Risk Comprehensively
We seek to combine quantitative and qualitative analyses of risk factors to synthesize a portfolio-level view of risk

Risk comes in many different forms. Understanding them in proper context requires carefully balancing quantitative and qualitative analyses of a wide range of data. This is why risk management is integrated into our investment process—each aspect of our investment process makes a key contribution to risk management.

Investment Strategies

We provide innovative investment strategies
for institutions, high net worth individuals & private investment funds

Advisory Services

We partner with a select group of charitable institutions by providing investment advice that is essential to fulfilling their mission. We believe this is an important stewardship of our resources and a key aspect of our calling.

Aquifer Funds

We are the investment advisor to two absolute return-focused private investment funds ("hedge funds"). Aquifer Fund Management, our fund management affiliate, serves as the sponsor of these funds.

Tactical Core

Tactical Core is a quantitative investment strategy that seeks to create attractive periodic total return by investing in a globally diversified securities portfolio. We offer Tactical Core to institutional and high net worth investors in separate accounts.

Contact Us

We are located in Phoenix, Arizona

Visit Us

1 N First St, Suite 700

Phoenix, AZ 85004

Call or Email us

+1 (602) 714-8070

info [at] aquifercap.com

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