Management Mission
At World Capital, we are client-driven. Our success as an investment manager is predicated on providing our clients with tangible value.
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Trading
Plans
World Capital offers a broad range of trading plans in various minimum account sizes.
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Investment Philosophy
For over 30 years, our investment philosophy has remained centered around one core goal –providing the most valuable investment returns achievable.
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Investment Process
Our investment process is designed to exploit market inefficiencies while actively managing risk.
Read More.
The World Capital Management Mission
At World Capital, we are client-driven. Our success as an investment manager is predicated on providing our clients with tangible value – value in investment performance, and value in the quality of our customer service.
For over 30 years, World Capital has guided clients through global financial markets with experience and insight. We know how to develop and balance our strengths. Through our uniquely integrated business model, we have successfully weathered extreme conditions and, although past performance is not necessarily indicative of future results, over time, we have generated quality risk-adjusted returns for our clients.
As one of the world’s innovators in quantitative model development, World Capital has an enviable reputation for successfully charting the course of alternative asset management.
Absolute return strategies add value in a diversified portfolio because they are non-correlated with traditional, long-only equity and fixed income investments. By allocating a portion of one’s investments to an absolute return strategy, the entire portfolio gains the potential to experience reduced volatility and to generate attractive risk-adjusted performance.
As a premier engineer of quantitative models designed to generate absolute returns, World Capital continues to be at the forefront of innovation and success. Our interests and those of our clients are inextricably aligned as we continually strive to improve our ability to add value to all of our investment portfolios.
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Trading Plans
World Capital offers a broad range of trading plans in various minimum account sizes. We currently offer five managed account plans that range in trading size from $50,000 per unit up to $30 million per unit.
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Investment Philosophy
For over 30 years, our investment philosophy has remained centered around one core goal –providing the most valuable investment returns achievable. Simply put, the value of any investment can be measured by the increase in risk-adjusted return that results from it being added to an existing portfolio. The most valuable investments exhibit certain distinct characteristics – they produce "alpha" or excess return by exploiting specific market inefficiencies caused by investor behavioral biases; they are absolute return vehicles that produce positive returns in most investment environments; and their returns exhibit a low or negative correlation to other investments in the portfolio, thereby reducing the volatility of the overall portfolio and producing positive returns when they are needed the most.
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Investment Process
Our investment process is designed to exploit market inefficiencies while actively managing risk. Using a research-driven approach, we first identify sources of return resulting from market inefficiencies and then develop multiple, non-correlated investment strategies to profitably exploit the excess returns resulting from the behavioral biases of investors. Our portfolio management strategies are implemented using a systematic, quantitative approach, applied in a disciplined fashion. Our most valuable strategies have the flexibility to go long or short a large number of markets around the world from a number of different asset classes. We diversify across markets, asset classes, strategies, algorithms, and timeframe. Risk, not capital, is allocated across the portfolio using a risk-budgeting approach. We select a specific risk target for each account, and actively manage market exposure to achieve it. Holding positions in only the most liquid global markets facilitates loss control, allowing us to exit losing positions quickly while letting profits accumulate.