Southern Rock Capital
Private Client Asset Management Firm
We are a privately owned investment firm providing asset management and advisory services to private clients, trusts, corporations, and non-profit organisations around the world.
We are a highly focused, innovative, and multi-skilled team. We embrace a sophisticated, process-oriented, technical investment approach to ensure the delivery of tailored investment solutions for clients.
Services
Our investment management services are offered to clients via separately managed investment portfolios.
Clients’ portfolios are either managed on a full discretionary or advisory basis, depending on how much control the client wants to have over day-to-day investment decisions.
We provide clients with full transparency and monthly investment reports guiding them through every market environment.
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Approach
By looking carefully at each client’s unique requirements, we design tailored investment portfolios to meet their investment objectives.
In designing each portfolio, our style of agnostic thinking gives us the flexibility to carefully allocate to various asset classes or instruments we deem fit for the current or approaching market regime. This way of thinking enables us to diversify clients’ portfolios across numerous asset classes and investment styles.
We only invest in strategies that we believe to be intrinsically sound, where the benefits outweigh the costs. We only allocate capital to portfolios that offer the high level of transparency that we demand.
By only charging an asset-based management fee, we avoid convoluted commission structures, and conflicts of interest. Our interest is fully aligned with that of the client. We carefully evaluate and consider all costs in our portfolio construction and are constantly mindful of the impact these have on client returns. We negotiate fees where possible on clients’ behalf. Our commitment to transparency with clients creates the trust that forms the foundation of our offering.
All our efforts are directed towards achieving the preservation and growth of our clients’ wealth and realising their specific goals.
Investment Principles
By systematically harnessing factor premiums, we aim to deliver superior risk-adjusted returns over the long term. Our disciplined approach, grounded in rigorous research and robust risk management, positions us to capitalize on market inefficiencies and achieve our clients’ investment objectives.
We are firm believers that the use of broader asset classes will improve portfolio diversification and enhance the risk-return characteristics of our portfolios. We believe the best way to manage portfolios is by applying a systematic, active investment philosophy, void of any forecasting or emotional decision-making.
We value liquidity, demand transparency, and only allocate client capital to investments where the business principals personally have exposure.