NWQ Capital Management: Innovative Boutique Investment Services in Perth
NWQ Capital Management is an innovative boutique investment services company based in Perth, Australia. Situated at Level 4, 66 Kings Park Road, West Perth, WA 6005, the company specializes in financial services and is led by a team of experienced institutional professionals. With a core philosophy of absolute return investing, NWQ Capital Management focuses on both capital preservation and return optimization, striving to redefine conventional portfolio design and mitigate risks associated with undesirable volatility and large negative shocks.
The company's foundation is built on the belief that traditional benchmark-driven investment strategies and static asset allocations are prone to shortcomings. This was particularly evident during the global financial crisis of 2008, where the average 60/40 growth/defensive portfolio experienced a loss of 27%. In response to this, NWQ Capital Management developed a flagship fund called the NWQ Fiduciary Fund. This market-neutral fund is designed to address the issues associated with conventional portfolio design, targeting smoother performance over time while minimizing risks.
The NWQ Fiduciary Fund aims to deliver performance, after management fees and usual expenses, of between 4-5% over the Reserve Bank of Australia (RBA) Cash Rate over rolling five-year periods. By doing so, the fund seeks to provide investors with consistent returns while mitigating the risks associated with market volatility and negative shocks. The company's unique approach to investment services has resonated with clients, positioning NWQ Capital Management as a leading boutique investment services firm in the region.
With a strong presence in the financial services industry, NWQ Capital Management continues to challenge traditional investment strategies through its innovative approach to portfolio design and risk management. The company's dedication to providing unparalleled investment services is evident through its flagship fund, the NWQ Fiduciary Fund, which seeks to deliver consistent returns while minimizing risks. For more information about NWQ Capital Management and its unique investment services, visit their website at http://www.nwqcm.com.