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Our Methodology

Our investment strategy is designed to deliver a well-balanced and diversified portfolio that will maximize sustained long-term returns without incurring undue risk.

Aligned with our commitment to empowering both startups and established businesses, Capivest Group’s investment strategy is crafted for longevity and resilience across diverse market conditions. Our strategy encompasses a broad spectrum of asset classes, mitigates key risks, and includes various investment initiatives.

This strategic foundation enables us to strike an optimal balance between risk and return, enhanced by our proactive management approach. Our aim is steadfast: to secure sustainable, long-term returns that drive not only financial growth but also positive impact.

In curating our portfolio, our principles are clear:

  • We prioritize a forward-looking perspective.

  • We capitalize on general economic expansion by judiciously embracing equity risk.

  • We select investment programs and assets driven by unique return and risk factors, ensuring a diversified portfolio.

  • We safeguard against over-reliance on any single country, currency, or region.

  • We adapt our investment strategy in response to evolving economic and market landscapes.


Our methodology is grounded in a meticulously structured investment framework, the expert active management of our portfolio, and a disciplined approach to overseeing the total portfolio. This holistic strategy is what sets Capivest Group apart, as we navigate the path to growth and success.

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