Capitalis Partners is an independent investment management firm.
The main focus is to be a value-added bridge builder to bring capital and resources to founder-led companies including unicorns to accelerate growth over several markets through co-development. At the same time, we give entrepreneurs and investors access to bespoke investment strategies with compelling returns, help them diversify and grow their capital, identify emerging opportunities, and navigate the changing macro environment.
The partners of the firm have spent decades in private equity, investment banking, tech, and consulting – on multiple continents. We are also builders of businesses. We have chosen Singapore, London, Lisbon and Silicon Valley as hubs due to strong inter-connectivity, professional network, and global market access.
Investment Philosophy
2022 was a watershed year. Among the top 20 largest peak-to-trough drawdowns for the S&P 500 going back to 1961, never, in history, in an EXTREME drawdown for stocks, have Treasuries, the risk-off asset, gone down more than stocks.
Does a 60:40 portfolio still work for you in protecting your capital? Other than investment properties and public stocks (S&P/Eurostoxx/HSI in particular) which form a big part of most investors’ financial assets, are you looking to diversify? How do you truly pursue global asset allocation to diversify your risk when you have limited bandwidth and experience across asset classes? When short term Treasuries and Money Market Funds (MMFs) can provide 4-5% return, what type of risk-adjusted returns would you seek in risk assets?
We are a “non me-too” investment management and advisory firm and we strive to generating medium-term attractive returns for our investors beyond the traditional playbook. During good times, no one cares about such details – the rising tide lifts all boats! However, stormy periods such as the GFC, the March 2020 near-crash, and the rapidly rising interest rate environment coupled with QT by major central banks show why managers with multi-jurisdictional insight and skillsets across asset classes are so valuable. To say the least, losing less than others during bad times means you have a better chance of getting ahead even faster during the subsequent recovery.
We have several products that cater to successful entrepreneurs and HNWIs from multiple regions (Europe, Asia, North America, Greater South) with the intent to speed up cross-border business building and venture pollination, thanks to a private community of builders who are now facing common challenges, not least exacerbated by the fragmentation of trading blocks, big power competition, need for optionality and asset safety, and desire to combine business success with quality of life and wellness for oneself, family and next-gen. We look forward to our journey with you and thank you for being part of our community.
