About Asset Management
Driving investment excellence through disciplined research, value creation, and capital preservation
Investment Excellence
Wasatah Capital provides customized portfolio management services and asset allocation advisory services to investment companies and individuals. Based on the changing market conditions, our services are centered on these pillars:
Public Funds
Private Funds
DPMs & Wealth Management
Investment Philosophy
Fundamental Research & Market Timing
As value investors, we aim to invest in a selection of securities that adds optimal value to our clients’ investments, with a reasonable level of risk. Consequently, the process also involves observing a disciplined selling process.
Thorough Assessment of Requirements
Our primary objective is to achieve optimal total returns on the assets under our management, commensurate with the degree of risk specified as acceptable by the client. A full understanding of client’s performance objectives and risk tolerance is indispensable to the process.
Consistency & Preservation of Capital
We apply a disciplined buy and sell approach to every security in our clients' investment, and strive to provide clients' with a consistent return in the medium and long term.
Investment Process
At Wasatah, we strive to construct and manage high-quality investments that meet the objectives of our clients by deploying internal and third-party research, adhering to the investment strategy discipline, taking a long-term approach and focusing on diversification as a tool to risk management.
Our investment process is the result of our belief in the applicability of business cycles as well as a combination of macroeconomic and securities analysis for investment opportunities.
