D1 Capital was founded to focus on absolute rather than relative returns, and aims to preserve and grow its investors’ capital over the very long-term. Over the years we have attracted other investors who share this patient attitude to investment management, including family offices, wealth managers, investment advisers, charities and endowments.
Our aim is to keep investors’ costs down by maintaining a competitive fee structure and keeping portfolio turnover to a minimum. We do not charge performance or transaction fees – believing that we are rewarded by the loyalty of our investors.
We offer our clients personally tailored investment solutions, a broad range of investment funds and competent strategies.
In increasingly challenging market conditions, it is vitally important to assess and balance the factors that affect clients’ portfolios and investment solutions. Selection of the most appropriate investment structure and asset allocation requires a critical analysis of general market conditions coupled with client-specific requirements such as levels of funding, liquidity, target return and acceptable risk.
As a company with vast experience in investment management and advisory, D1 Capital devises investment approaches which are best-suited and tailored to the needs of all our clients. This strategy is designed to meet particular clients’ objectives, to protect investment capital and to achieve an attractive investment outcome.
Our team thoroughly monitors, evaluates and analyses any potential risks that could affect the outcome of an investment. We review the investment strategy with our clients on a regular basis to achieve a best fit for their needs in a constantly changing world. Investment management is an art as much as it is a science. It requires a healthy mix of market experience, academic excellence and common sense. Successful and productive long-term results are achieved as we utilise a holistic approach to fulfil our clients’ needs.
We deal reasonably and transparently with all parties involved in investments (including clients, investors, investment partners and stakeholders) to maintain and promote long-term and rewarding relationships.
D1 Capital a range of services to meet the needs of even the most demanding individual investors. Our wealth management division provides services geared specifically to meet the unique needs of high net worth individuals.
Our institutional services team offers a host of services for organizations, corporations, and governments. From basic investment advice to complex mergers, acquisitions, and IPOs. Many of our institutional clients choose D1 Capital for our unique knowledge and access to emerging markets.
Whether you’re working towards securing your financial future for your retirement or for your dream vacation home, or simply to provide for your loved ones, developing your own wealth management plan can be an arduous and complex procedure.
We have a wealth of experience in asset allocation and we can offer you access to a sophisticated and comprehensive set of investment options across the whole spectrum of assets.
After health, a comfortable retirement is the most important thing in anyone’s long-term life vision. While retirement used to simply mean not having to work anymore, nowadays, with people living longer and being healthier, retirement can mean a wide variety of things, from maintaining an active lifestyle, going on well-deserved extended holidays, or starting a new vocational career without having to monetize it.
We are one of The US leading specialists in this field and we are experts in advising you on how best to utilize different jurisdictions in order to maximize your profits and take advantage of any tax mitigations.
We already offer many Private Equity and Venture Capital firms our full range of services, like our outstanding equity research, introductions to industry bankers, and our advisory and capital markets services.
There are, generally speaking, two ways a company can grow; internal expansion or external expansion. Internal growth is achieved through the use of advanced technology, reallocation of funds for the acquisition of assets, new lines of product, the streamline of a business’ supply-side activities and other such practices.
All international transactions have specific tax implications and, although these can often be relatively straightforward to deal with, once a presence is established in a foreign jurisdiction, matters can quickly become much more complicated and lead to serious concerns, such as unforeseen tax liabilities or missed opportunities for financial mitigation.
If you own your own business or are part of a Board of Directors managing a corporation, you will always be thinking of your stock options and how best to manage them, how to benefit from making your company a public entity, whether or not to sell the business or merge with a partner, how best to maximize your profits, the retirement plans for yourself and your employees, and any healthcare packages you may set up for your workforce.
All companies and professionals who provide investment services and retirement plans are subject to operating according to certain standards pertaining to the best interests of the investor or institutional entity they are representing. The reason for this is to ensure that they are acting solely for the welfare of their investor client, and that any compensation reaped from any investments primarily benefit the investor as opposed to the financial advisor. It does not mean that the financial advisor cannot claim any financial rewards, but, quite simply, that they must disclose all compensation arrangements.
D1 Capital wholeheartedly agree with this recent regulation and we indeed embrace this transparency which ensures true fiduciary accountability. At the moment, this relatively new rule is not yet perfect or comprehensive enough, and some say it is not easily understood or implemented, and many investment providers and lobbying groups have attempted to dismiss it or defame it, and have indeed chosen not to operate according to fiduciary standards.
D1 Capital feel that by operating within these standards all parties concerned ultimately benefit from it; our clients benefit from the fact that they can see that we are acting with their best interests in mind, and we benefit from the fact that we gain more of our clients’ trust, which can only result in a more profitable and successful long-term relationship.
While the financial future of our clients is the most important aspect of our work and will always be the driving factor of our company and all of its practices, we firmly believe in giving back to the communities that we have a presence in and, furthermore, we are strongly committed to maintaining this tradition. We do not believe in charity, but more in enabling others to maximize their potential, and we always structure it so that our clients in turn benefit as a company should one of our philanthropic ventures uncover an investment opportunity. We strive to make a difference, and we then undertake a commitment to carrying on that legacy and making it into a long-term assurance.
Diversification is the key to successfully navigating the investment landscape, and diversity is at the core of our wealth management team and structure. We go to great lengths to bring in a diverse cross-section of the industry to make up the nucleus of our company, which ensures that we have extensive knowledge of the different markets. In short, we ensure that we, and you, are covered for every eventuality and investment possibility which may arise, planned or unforeseen, by having a team in place which can out-perform our competitors.
At D1 Capital we take pride in safeguarding our clients against any potential scams which are intended for the sole purpose of cheating our clients out of their money, and we consider it our duty to give warnings about any fraudulent companies and potential scams which we know about. Although all investors tend to think that they’re far too clever to get caught out by any financial scams, here at D1 Capital we’re all too aware that this is not the case, especially since these ‘scams’ are now far more sophisticated than they used to be.
The fraudulent brokerage firms have, over time, honed their techniques to perfection, which has resulted in the scams becoming far too slick and refined for the average investor to spot. There are financial scams that even the best financial advisors at D1 Capital can’t identify clearly, as it’s very difficult to distinguish between the truth, false information, or just an outright scam, so we feel that the more information about scams D1 Capital give to our clients the better it will be. The problem is that the more experienced fraud perpetrators have learnt to use the internet in order to reach a mass audience and obtain pertinent client information which they can use to set up investing scams and to help them obtain money by fraudulent means; at D1 Capital we are always vigilant in our practices in order to safeguard our valued clients.
The most senior D1 Capital financial consultants have compiled a list of the most common financial and investment scams and online fraudulent activities in order to ensure our clients avoid getting duped. This is just a compilation of the most common investment scams our D1 Capital consultant know about, and the ones that we view as the most potentially harmful ones. We have also outlined some of the tools these fraudulent promoters most often use in their scams, as well as giving you a list of the most common general scams outside the financial industry.
Quite simply, we commit to adopting responsible marketplace practices and adherence to specific rules and regulations in order to create true value for our clients and business partners. We offer service to all customers, from individual independent investors to institutional entities and corporations, ensuring we fulfill all their financial requirements.
We take pride in the fact that our services and our company’s practices help to improve the transparency and credibility of the financial industry in our region, and that we help to create a marketplace where investors and our stakeholders are in a better position to make informed choices. We believe we have a responsibility to uphold our high standards and inject our ethics in all of our practices in order to promote integrity and responsible leadership behavior in the marketplace.
We exemplify and epitomize this responsible leadership and we take pride in showcasing how strong governance and organizational accountability can make a difference in the marketplace for ourselves, our clients, and the industry as a whole.
We have a firm belief in the fact that our best resources are our staff and we invest heavily in our people, both in terms of time, training and support, as well as retirement funds and bonus structures. We provide a workplace which promotes sincerity, respect and honesty, as well as ensuring that the safety and well-being of our employees is paramount at all times.
We view our employees as individuals with inalienable rights and we take extreme pride and go to great lengths to ensure that we provide a work environment that is both respectful and, just as importantly, a place where our employees have the potential to grow and develop. We employ various support units and structures to allow our employees to thrive and achieve their potential, which results in a much better service being offered to our clients.
Our workplace programs are one of our key strengths, which is why we are regarded as one of the choice employers in the US region, and helping our people work as effectively as possible, across different markets and specialty areas and with one another, is one of our priorities. We take extreme pride in the work atmosphere we create and the team structures which allow our employees to deliver their best.
The firm’s Research Associates concentrate on fundamental financial statement analysis which allows us to avoid becoming swept-up in the market-hype that occasionally surrounds popular investments, and instead focus our efforts on understanding businesses and their intrinsic value.
The firm’s investment process emphasizes long-term return potential with each of the businesses in which we invest, and as such, we focus on developing a thorough understanding of each prospective investment before we commit capital. Our investment process includes reviewing historic reported financial statements as well as engaging senior management of the company in dialogue to more completely appraise vision and leadership.
We invest in companies of all sizes, across industries, and geographies, seeking to understand the business fundamentals and those people responsible for creating and executing its business strategy. We are well positioned for this, with Research Associates located globally allowing nearly 24/7 analysis activity.
Once we have developed a thorough understanding of the business, processed all of the available data, and committed capital, our investment process does not stop. We update and reconfirm our reasoning for each of our investments on an ongoing basis. We also continue to communicate with senior management and other institutional investors that own the same security for as long as we hold an investment.
It may look simple, but our team are rigorous and consistent in their approach and always deliver.
Our first principle is that those who have capital should concentrate on not losing it. We consider risk management to be the avoidance of permanent capital loss.
We are investors in long-term assets. Therefore our investing time horizon is long and we measure performance against returns available from keeping cash on deposit. We do not seek to manage risk by closely tracking a benchmark, hedging our risks, or going ‘short’ investment securities. Risk management is instead conducted through a conservative allocation of capital among high quality and easily traded securities, together with the selection of excellent businesses when they are available at reasonable prices.
Our multi-asset funds can allocate between asset classes and do so to limit losses when riskier assets, principally equities, fall in value.
We use long-term measures of value to distinguish between cheap and expensive assets. These funds will become more fully invested in riskier asset classes when their prices are sufficiently cheap to compensate us for their risks.
We only invest in those companies that we thoroughly understand and that we believe have enduring qualities that will allow an investment to compound in value over the long-term.
We are long-term investors, so we must be confident that a business can generate growing amounts of cash long into the future. We therefore invest in businesses with high returns on invested capital that are sustained by durable competitive advantages. We buy these companies when three further conditions are met: first, their balance sheets are soundly financed so that management have the freedom to allocate capital to continue the company’s growth; second, they are managed by people who we are confident will act in the best interests of shareholders; and lastly, when their shares are quoted at a price that underestimates future cash flows.
The valuation at which assets are bought plays a crucial role in determining their subsequent returns.
What is popular in investment markets often does not produce the best outcomes for investors because valuations already discount their merit. Our long-term approach enables us to look through, and take advantage of, the short-term noise generated in the markets. We buy when we believe a company’s share price significantly understates its long-term potential, often when a company has fallen out of favour.
D1 Capital is an independent fund management company founded in 2002. Our investment style is unconventional, yet conservative.
We have developed a flexible working approach and research driven investment strategies, which is both productive and cost-effective.
Our Elite Client Portal provides live chat direct with your account manager, live performance, reports and analysis of your investment portfolio.
