Institutional Asset Management
We specialize in providing institutional asset management within the following investment strategies:
Global Large Cap Value Fund
D’Arcy Capital Management specializes in Global Large Cap Value Funds, using a proprietary research process based on fundamental analysis in order to make the most effective investment decisions for our clients. The Global Large Cap Value Fund portfolio consists of dividend-paying stocks, which provide efficient income and growth potential. The minimum investment for the Global Large Cap Value Fund is $250,000.
Bond Management
We offer bond management strategies that include municipal bond management for tax-free income and total bond portfolios with investment-grade corporate and government bonds. The minimum investment for our bond management portfolios is $1,000,000.
Investment Selection Process (Click to Open)
D’Arcy Capital selects investments solely with our clients’ best interests in mind. Based on our in-house research, we identify investments with strong potential for growth that match our clients’ unique needs. Our four-step investment selection process combines research, analysis and the active approach to investing that makes our firm unique:
- Identify stocks with discounted valuations. By choosing stocks that are undervalued and have a strong potential for growth, D’Arcy Capital provides the best value for clients.
- Exclude stocks without income. We keep our clients’ long-term goals in mind, focusing on investments that promise dividends.
- Analyze stocks for growth igniter. We assess a stock’s EBITDA Margin, which measures earnings before interest, tax, depreciation and amortization, divided by total income.
- Buy stock. From initial research to stock purchase, D’Arcy Capital provides expertise and support every step of the way.
