Investment Approach

Our key objective is to provide our investors with superior long-term investment returns and lower downside volatility.

We believe that an investment approach based on fundamentals, which integrates both bottom-up and top-down views, combined with valuation discipline, is the most consistent way of achieving quality investment returns.

Our fundamental research process strives to identify companies with businesses that have sizeable growth opportunities, a sound business model, dynamic management team and strategic strength.

Our portfolios are largely focused on our high conviction investment themes with a diversified portfolio of typically between 40 to 50 stocks.

Sustainable Finance at AR Capital

AR Capital aims to generate superior risk-adjusted long-term investment returns for our investors. To do this, our goal is to select companies that practice good corporate governance and have sustainable business models representative of environmentally and socially responsible operational policies.

We recognise the correlation between companies which effectively demonstrate ESG factors and corporate resilience, and are committed to developing our understanding of ESG issues and integrating relevant information into our investment research process. By doing so, we hope to make a difference to the changing sustainability landscape.

AR Capital’s Three-Step Approach
to integrating ESG in Equity Research

ESG is an integrated component of AR Capital’s equity research —
and a core part of the portfolio construction process