Guiding principles | Milestones

Guiding principles

At Kapstream, we seek to maximise returns for clients while minimising risk. We also aim to build a high-performance culture, driven by strong customer service.

We've developed five guiding principles that shape everything we do:

The principle What it means in practice
  1. Provide clients with the comfort of capital preservation and a steady stream of income.

We aim to deliver real results, not just outperform a benchmark. That means capital preservation in real terms with a high watermark, plus a consistent income stream across business cycles. Find out more about how we invest.

  1. Embrace change as an essential component of funds management.

To produce consistent returns in a rapidly evolving investment environment, you need to respond quickly to changing market conditions. That's why versatility and responsiveness are key ingredients of our investment style.

  1. Apply the highest standards of excellence to funds management, to meeting clients’ needs, and to the work environment.

We've recruited an outstanding team of fixed income specialists. We also work to harvest the best investment ideas from fixed income community. And because we've created a great environment, everyone on our team is focused and engaged.

  1. Measure success by client satisfaction and the service provided.

When you engage Kapstream as your fixed income partner, you can expect the highest standards of customer service. We shape our investment strategy and our service to support your objectives. For us, everything else comes second to client satisfaction.

  1. Contribute positively to the community beyond the funds management industry.

Funds management is our focus, but it's not our whole world. We're always looking to give something back to the community that sustains us.

For example, a recent charity night raised over $45,000 for Bear Cottage, an initiative of The Children’s Hospital at Westmead.