Phi Capital Investment Group
Trusted
Investment Management
25+
Years of Experience
Conservative
Risk Management
Our Commitment
We are driven by an unwavering passion and uncompromising pursuit for excellence. When clients partner with us, they gain a trusted advocate that places their best interests at the heart of everything we do. The continued trust of our clients is our highest priority.
Our Approach
Conservative Risk Management
As a self-proclaimed 'conservative' fund manager, we construct high conviction, long-only portfolios of best-in-class large-cap US equities by investing in valuable companies at the right time and at the right price.
Capital Preservation & Stable Long-Term Growth
High quality, non-speculative investments form the bedrock of each investment portfolio. Capital preservation, absolute returns and long-term consistent growth are at the forefront of our investment decision process.
High Quality Low Turnover Investments
Our buy-to-hold investment strategy is a proven and effective way to protect and build wealth over the long run. This lower volatility approach to investing allows capital to compound and wealth to grow more effectively.
Disciplined, Rigorous and Systematic
We only invest in the most compelling investment opportunities that pass all of our investment criteria. The specific timing of each investment is a defining characteristic of our process and not a limiting factor.
Our Principles
Discover a tailored and systematic approach to investment with our client-focused strategy that prioritises capital preservation, setting us apart in the fund management field.
PERSONALIZED SERVICE
Providing our clients direct, unparalleled and ongoing access to our fund manager is key to ensuring trust and transparency.
CLIENT-CENTRIC APPROACH
Relationships are our highest priority, we are honoured to call our clients our partners.
PASSION AND EXCELLENCE
We view investing as more than a job, it's our passion are we're dedicated to delivering on our promise of uncompromising excellence.
PROVEN RESULTS
The track record of our key decision makers demonstrates our ability to deliver tangible results and drive financial success for our clients.
Transparency is key, Integrity is vital
