Arbalist Capital was founded on the belief that there is a place within portfolios for specialist equities and investment advice.
The founder has over thirty years’ experience in listed and unlisted investments, of which twenty were with a large international investment bank at Director level. With the encouragement of several key clients he created Arbalist Capital in early 2017 with the objective of providing high quality, independent advice to select sophisticated, professional and institutional investors, who understand his investment approach.
Working with a small team of experienced institutional and retail advisers, we seek to identify investments globally which:
- firstly, through careful analysis mitigate the risks of long term capital loss
- secondly, have business characteristics which offer potential which is not reflected in their current pricing
These can be unpopular ideas which are at odds with the companies currently being touted by the press, major brokers and well publicised newsletters. As such, potential investors need to be prepared to act with courage at difficult times and to experience periods where the performance of investments diverges from major indices.
The overriding goal is to maximise long term risk returns without concern for benchmarks or market averages. To achieve this, we utilise the research capability of our own team as well as select research analysts and data providers based in Australia and internationally.
We are completely client centric in our approach. Our fees and charges are fully disclosed and we offer a choice of trading platforms, settlement options and portfolio reporting services.
We believe that our skills are best implemented by providing General Advice on investments. Where appropriate we work with client’s legal, accounting and planning professionals to ensure that their overall strategic needs are met.
If you are interested in discussing our services further, please email email@example.com or write to Arbalist Capital, Level 14, 344 Queen St, Brisbane QLD 4000.