At Slow Capital, our investment process is designed to understand large, complex problems and identify investable solutions. Our investment philosophy is grounded in the belief that stock market values, wealth creation, and economic prosperity ultimately depend on solving a vast array of human challenges. Converting ideas into products and services that fulfill ever-changing needs is what defines the most successful businesses.
Idea Generation:
We begin by gaining insights across multiple domains, including science, technology, and society. By constantly exploring new and emerging trends, we uncover areas ripe for investment.
Cross-Domain Insights: We delve into various fields to understand how advancements and societal shifts can create investment opportunities.
Trend Exploration: Staying ahead of emerging trends helps us identify potential investments before they become mainstream.
Research Process:
Our rigorous research process assesses the potential for companies to invest large amounts of capital at high rates of return. We evaluate the implications of these opportunities across different industries, regions, and societies to generate compelling investment insights.
Capital Allocation Potential: We analyze whether a company can effectively deploy capital for significant growth.
Impact Evaluation: Understanding the broader implications ensures our investments align with long-term value creation.
Opportunity Assessment: We determine if an investment opportunity is compelling based on thorough analysis.
Collaborative Dialogue:
We believe in the power of asking rigorous questions to identify meaningful opportunities. Through open dialogue, we ensure a thorough evaluation of all aspects of an investment and proactively mitigate risks.
Inquisitive Approach: Challenging assumptions helps us refine our investment thesis
Comprehensive Evaluation: Team discussions lead to deeper insights and better decision-making.
Risk Mitigation: Conducting pre-mortem analyses allows us to anticipate potential failures.
Decision Making:
Our decision-making process utilizes a fundamentals-based model to quantify returns on invested capital. We carefully formulate portfolio weights based on the expected duration and variability of returns, implementing our investment strategy with precision and care.
Quantitative Analysis: We use fundamental metrics to evaluate potential returns.
Strategic Allocation: Portfolio weights are assigned to optimize long-term growth and manage risk.
Precise Execution: Attention to detail ensures our investment strategy is effectively implemented.
Diversification does not guarantee profit or shield against loss in a declining market. Excessive diversification may, in fact, merely reduce potential returns without offering significant protection.
Important Disclosure
Investors should carefully consider the investment objectives, risks, charges, and expenses of the Slow Capital Growth Fund before investing. The prospectus contains this and other important information about the Fund and should be read carefully before investing. To obtain a prospectus, click here or call 833-377-2715
Mutual fund investing involves risk, including the possible loss of principal. The value of the Fund’s shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. There is no assurance that the Fund will achieve its objectives, generate profits, or avoid losses.
The Slow Capital Growth Fund is distributed by Ultimus Fund Distributors, LLC, Member FINRA.
The Fund is newly formed and has no operating history. Current and future portfolio holdings are subject to risk.