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Investment Philosophy

Our team recognizes that growing an investment portfolio during strong economic climates is the easy part, and that the challenge comes in protecting clients during severe market downturns. At Rockwater Capital, we maintain a commitment to a rigorous design and implementation of investment portfolios and strategies that exhibit major resilience in the face of market uncertainties. It is much easier to compound wealth when you do not lose it.

Diversification Across Unique Return Streams

Diversification

What separates Rockwater Capital from large financial institutions is our investment solutions that center around the separation of active management (alpha) and asset allocation (beta) to better manage risk. We combine the benefits of a balanced public markets portfolio with a well constructed alternatives portfolio (hedge fund, private equity, venture capital and real estate investment vehicles). Through access to our open architecture platform and our own alternative investment solutions, we provide proprietary access to unique strategies.

Emphasis on Alternative Investments

Alternative Investments

We strategically adjust asset allocations in response to evolving market conditions, while our alternative investments platform capitalizes on market anomalies and sector-specific themes. We identify strategies that deliver attractive returns with a low correlation to public markets. Additionally, we leverage our platform’s scale to secure access and negotiate favorable terms for clients.

Investor-Centric Philosophy

Investor-Centric

We understand that your financial goals are as unique as you are. Our investor-centric approach means that we place your aspirations, risk tolerance, and investment horizon at the forefront of our strategies. Whether you're seeking short-term gains or long-term wealth accumulation, our diverse array of investment options caters to your individual preferences.

Transparency and Trust

Transparency

Transparency is the cornerstone of our operations. We are committed to providing you with comprehensive insights into our investment strategies, risk assessment methodologies, and performance benchmarks. Through regular updates and reports, you will remain well informed about the progress of your investments, fostering a relationship built on trust and mutual success.

Embracing the alternative investment path, focusing on downside protection

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2023 © Rockwater Capital Ltd. All Rights Reserved.

Request a Meeting

For further details, please don’t hesitate to reach out to us. We look forward to exploring how we can collaborate to meet your needs effectively.

Request a meeting

For further details, please don’t hesitate to reach out to us. We look forward to exploring how we can collaborate to meet your needs effectively.

Are you an accredited investor?

If you are considering filling out our informational form, it’s important to understand the criteria for being classified as a “sophisticated person” according to the guidelines set forth by the Cayman Islands Monetary Authority (CIMA). This classification includes individuals who fall under the following categories:

  1. Regulated by the Authority;
    Regulated by a recognized overseas regulatory authority;
    Whose securities are listed on a recognized securities exchange;
  2. Those with the knowledge and experience in financial and business matters to evaluate the merits of a proposed transaction.
  3. Additionally, they participate in a transaction with a value of at least $80,000 in each single transaction.

 

By providing us with your information, you are indicating that you meet one or more of these qualifications. This will help us better understand your investment needs and tailor our services to align with your financial goals. Please complete the form to begin the process of exploring the opportunities that Rockwater Capital can offer to sophisticated investors like you. Your information will be handled with the utmost confidentiality and In accordance with our privacy policy.