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Investment Management

Customized Portfolios. Direct Investment Management.

We manage investments. We don't outsource the investment function. Portfolios are benchmarked and performance is tracked, net of fees.

Individual security recommendations are researched, analyzed, and implemented by PAC Capital. Our investment process combines fundamental research, quantitative and qualitative analysis, market and industry research, valuation, portfolio construction, and risk management. We utilize institutional investment tools such as Bloomberg to source ideas and monitor risk and SS&C Black Diamond to aggregate data and track performance.

Investment ideas are developed through a research process informed by mosaic theory—the analysis and synthesis of information from multiple sources to develop independent investment conclusions.

PAC Capital's family office style structure also provides clients direct access to the investment professionals responsible for researching, constructing, and managing their portfolios.

Learn more about Outsourced CIO and Family Office

Investment Management Built Around the Client

Each client has different objectives. Each portfolio should reflect them.

PAC Capital combines direct investment management, independent research, institutional investment discipline, and customized portfolio construction to manage portfolios around the specific needs of the individuals, families, and institutions we serve.

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Investment Strategies

Core Equity

Convertible Bonds

PAC Capital conducts fundamental and quantitative research to identify individual equity opportunities for client portfolios.

Our research considers business fundamentals, competitive positioning, industry dynamics, financial characteristics, valuation, potential catalysts, market expectations, and investment risk.

Individual securities are evaluated not only on their own merits but also by the role they may play within the client's broader portfolio.

Convertible Bonds

PAC Capital has experience researching and managing convertible securities, which combine characteristics of both equities and fixed-income investments.

Our analysis considers the underlying equity, issuer credit quality, capital structure, conversion characteristics, valuation, downside protection, upside participation, liquidity, and portfolio fit.

The strategy attempts to capture the asymmetrical return profile of investment specifically the positive convexity when equity prices rise and the bond like component when equity prices fall.

Core Plus Bonds

Convertible Bonds

Core Plus Bonds

PAC Capital manages fixed-income investments to address objectives including income generation, capital preservation, liquidity, diversification, liability matching, and tax efficiency.

Our research considers credit quality, yield, duration, maturity, liquidity, interest-rate exposure, relative value, tax treatment, and the role of each investment within the broader portfolio.

Depending upon client circumstances and market opportunities, portfolios may include government, corporate, municipal, and other fixed-income and credit investments.

PAC Capital

PAC Capital

Investment Management

Customized Portfolios. Direct Investment Management.

Investment Management Built Around the Client

Investment Strategies

Core Equity

Convertible Bonds

Convertible Bonds

Convertible Bonds

Convertible Bonds

Convertible Bonds

Core Plus Bonds

Convertible Bonds

Core Plus Bonds

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