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Discretional Portfolio Management (DPM)

Family office clients can access high-performing investment portfolios through our Discretionary Portfolio Management (DPM) service. Our family office clients typically have a substantial amount of investment funds to deploy, allowing us to tailor their portfolios to their investment objectives and risk appetites. These discretionary portfolios are implemented in separate managed accounts, and assets from other clients are never commingled with these portfolios.

To further customise the risk-return profiles of clients’ discretionary portfolios, we can arrange with our banking partners to “wrap” selected strategies or baskets of strategies with a CPN (Capital Protected Note), Leveraged Notes, options, or warrants. Such wrappers or structures prove to be extremely helpful for clients who wish to protect their capital, set hard limits on losses, or gain leverage on their investments.

THE ROCKSTEAD PORTFOLIO CONSTRUCTION FRAMEWORK

At Rockstead Capital, we make use of a simple framework to objectively evaluate and improve the performance of our clients’ investment portfolios.

Based on the framework, a portfolio is considered superior if it has the following characteristics.

  1. Portfolio produces high risk-adjusted benefits.
  2. Portfolio generates returns with low correlation to financial markets.
  3. Portfolio experiences low maximum drawdown.
  4. Portfolio can recover quickly from losses when they occur. Portfolio delivers stable and well-distributed positive returns.

You can read more about the framework here.

For more information on Rockstead Capital family office services and discretional portfolio management services, please contact any of our relationship managers or email familyoffice@rockstead.com.

Rockstead Portfolio Construction Framework – Part I
Rockstead Portfolio Construction Framework – Part II

Important Legal and Proprietary Information

This webpage contains important legal and proprietary information concerning Rockstead Capital Private Limited and its funds. Before proceeding, please read the following disclaimer statements.

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This webpage is not an advertisement and is not intended for public use or distribution. This website has been prepared for the purpose of providing general information only without taking account of any particular investor’s objectives, financial situation or needs and does not amount to an investment recommendation. An investor should, before making any investment decision, consider the appropriateness of the information in this website, and seek professional advice, having regard to the investor’s objectives, financial situation and needs. In all cases, anyone proposing to rely on or use the information contained in the website should independently verify and check the accuracy, completeness, reliability and suitability of the information. The information contained in this webpage does not constitute financial, investment, legal, accounting, tax or other professional advice or a solicitation for investment in Rockstead Capital’s funds, nor does it constitute an offer for sale of interests issued by funds that are managed or advised by Rockstead Capital. Any offer can only be made by the relevant offering documents, together with the relevant subscription agreement, all of which must be read and understood in their entirety, and only in jurisdictions where such an offer is in compliance with relevant laws and regulatory requirements.

Simulations, past and projected performance may not necessarily be indicative of future results. Figures may be taken from sources that are believed to be reliable (but may not necessarily have been independently verified), and such figures should not be relied upon in making investment decisions. Rockstead Capital, its officers and employees do not assume any responsibility for the accuracy or completeness of such information. There is the risk of loss as well as the opportunity for gain when investing in funds managed or advised by Rockstead Capital.

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