What We Do

What We Do

At Fifth Capital Management, we aim to add value by seeking to exploit market inefficiencies in equities, interest rates, investment grade credit, emerging market debt and high yield. We aim to combine the growth potential of stocks with the income of bonds. Our dedicated specialists and advisors operate as close-knit teams, with investment decision-making devolved to specialists, based on their knowledge and expertise.

  • We carefully evaluate valuations using a fundamental approach combined with credit and technical analysis.
  • We then analyze the character of management and the investment potential in the business using a time-tested investment discipline, purchasing only those that add positive alpha while shorting those that are deemed overvalued.
  • We aim to deliver performance across the full range of our fixed income capabilities. We also use derivatives, such as interest rate and credit default swaps, to add value and also to match liability exposures.

Our investment structure enables us not only to follow a disciplined investment process but also to be flexible to manage portfolios for a wide variety of client requirements. This may range from strategies which employ multiple sources of uncorrelated returns to those that are focused on a particular specialist area. In addition to security selection, there are a range of strategies we can access, such as yield curve positioning and the ability to hedge duration risk through interest rate swaps and futures.

Stability, Resources, Success.

Stability, Resources, Success.