Lucas Revirron

Capital Y utilizes top-down asset allocation - builds their portfolios based on the economic environment and allocation between major asset classes. For bonds, they consider government – corporate, investment grade – high yield allocations; for equities, the firm takes into account country and sector allocations, as well as thematic opportunities. Capital Yselectst andmixesx between cheaper passive vehicles (index funds and ETFs) and active managers to potentially add extra alpha (return) by outperforming markets. For bonds, they adopt a buy-and-hold strategy via single lines but funds as well for thematic plays.