Kapstream Capital (Kapstream) was founded on a simple belief; that by removing the constraints inherent in conventional benchmark-relative fixed income portfolio strategies, and by setting absolute return targets and absolute risk limits, portfolios could be constructed using predominantly investment grade assets that more closely met the true requirements of investors in preserving capital and delivering consistent and positive absolute returns.
Kapstream combines capital preservation techniques with unconstrained portfolio management skills in the pursuit of stable, absolute returns.
Kapstream adheres to an active and less traditional approach to fixed interest management, one that blends top down macroeconomic outputs with bottom-up security selection. Unlike more mainstream competitors, it is not subject to the same benchmark relative constraints, providing the team with greater scope to incorporate best trade ideas and position the portfolio in response to varying market conditions.
Kapstream believe that factors affecting long-term corporate sustainability, including environmental, social and governance (ESG) considerations should be incorporated within fundamental investment processes. These factors play an increasingly important role in many industries and the investment community’s greater focus on ESG will have an impact on company valuations in the future. The consideration of ESG risks is an important and fully integrated element of Kapstream’s investment process and influences Kapstream’s investment decisions.
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Kapstream has built an outstanding team of fixed income specialists with wide-ranging experience across industries, sectors and investment markets. To view the full team, visit Kapstream's website.
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)
1300 721 637
National Manager - Listed & Capital Markets
+61 3 9947 9419
+61 414 244 556
Managing Director, Investor Relations
+61 2 9234 0012