Our Investment Strategy
Investing with Purpose, Managing with Care.
Through our strategy, we are able to tailor each of our client portfolios to their specific needs, encompassing capital growth, capital preservation and income. Our segregated approach offers clients far more flexibility and transparency and is part of the Definitive Capital Management DNA. Our business and investment philosophies are completely aligned, and we believe that maintaining a stringent bias to quality assets, remaining invested and diversified, provides the highest probability for delivering consistent and sustainable results while mitigating risk where appropriate.
Global Macro
Economic
Assessment
- We analyse growth, inflation, and policy shifts as the foundation of every investment decision.
- Independent research partners complement our in-house expertise for balanced perspectives.
- Macro analysis guides portfolio positioning, ensuring foresight rather than reaction.
- Economic cycles are monitored continuously to identify turning points early.
- This framework allows us to navigate uncertainty with confidence and clarity.
Quality First
- We invest only in businesses with durable earnings and sustainable business models.
- Balance sheet strength and prudent debt levels are non-negotiable entry requirements.
- Defensible competitive advantages are essential to long-term resilience.
- We favour companies with consistent profitability and credible accounting practices.
- Quality anchors portfolios, allowing them to compound value reliably across cycles.
Valuation &
Sentiment
- Entry price discipline ensures long-term return potential is preserved.
- Valuation models assess both absolute and relative opportunities.
- Sentiment indicators help us read real-time market psychology.
- Contrarian opportunities are identified when pessimism creates mispricing.
- Together, valuation and sentiment help us avoid speculation and invest with conviction.
Momentum
Awareness
- Market and sector trends are tracked to validate or challenge investment theses.
- Positive momentum signals when to add to or hold positions with confidence.
- Weakening momentum acts as an early warning to reduce or exit exposure.
- Momentum tools complement fundamentals, ensuring timing discipline.
- This alignment keeps portfolios positioned where opportunity is strongest.
Risk Management
& Portfolio Implementation
- Risk oversight is embedded at every stage of the process.
- Diversification ensures no single risk dominates portfolio outcomes.
- Downside protection is prioritised without compromising opportunity.
- Portfolios remain aligned with individual client objectives through changing conditions.
- Implementation is precise and disciplined, ensuring strategies translate into results.
Every portfolio should tell a story,
one that balances opportunity with
protection, and ambition with discipline.
Private Wealth & Asset Management
Our Investment Team
Diane Laas
Head of Investment Strategy
Stuart Polden
Senior Investment Analyst
Definitive Capital Management exists to give you the long-term capital preservation, growth and peace of mind that you deserve.
Our team consists of dedicated investment and client relationship professionals with extensive and relevant experience.
FAQs
An ETF, or exchange-traded fund, is an investment fund that holds a collection of assets like stocks or bonds and is traded on stock exchanges, similar to individual stocks. ETFs offer diversification and can be bought or sold throughout the trading day at fluctuating prices.
We pride ourselves on our risk management and being value-aware, as we actively manage your passive investments. You can expect ETF-driven solutions with boutique-level service and attention to detail.
Yes. At Definitive, every portfolio is tailored to each client’s unique needs and held in the client’s own name. This ensures maximum flexibility, full transparency, and the confidence that your investments are managed specifically for you.
Absolutely. Your assets are held securely with independent custodians, providing a clear separation between your investments and the management company. This structure gives you peace of mind and reinforces the safety of your funds.
No. We believe in complete transparency - there are no hidden charges or surprise fees when you invest or withdraw.
