Kapstream Capital: Fixed Income Investment Managers

About Kapstream

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.

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Approach

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.

Our Funds

Kapstream Absolute Return Income Active ETF

Fixed Income

The Kapstream Absolute Return Income Active ETF is managed by Kapstream Capital. The Fund invests primarily in the bonds of high-quality companies and assets.

Kapstream Absolute Return Income Fund

Fixed Income

An alternative approach to fixed income with the aim to provide a steady stream of income and capital stability over the medium term.

Kapstream Absolute Return Income Plus Fund

Fixed Income

An alternative approach to fixed income with the aim to provide a steady stream of income with higher returns than cash and capital stability over the medium to long term with low volatility.

ESG

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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Active Engagement

ESG considerations are incorporated into the decision-making process.

Research

Extensive ESG risk assessment research provided by Sustainalytics and MSCI ESG.

Memberships

A signatory of the United Nations Principles for Responsible Investment (UNPRI).

Resources

Insights

View all insights

Kapstream: Ausbiz TV Interviews

The Kapstream team share their market insights in these short video interviews with Ausbiz.

The ‘Higher For Longer’ Club welcomes the RBA (and why this is good for fixed income)

Kapstream discusses the uncertain economic outlook and the likelihood of Australian rates remaining high until 2025, benefiting fixed income investors with high yields and low volatility

Striking the right note: The Fed opts for policy continuity

Portfolio Manager Daniel Siluk believes that effective monetary policy has created conditions in which cautious investors can judiciously add risk by seeking high-quality and attractively yielding assets.

Team

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.