The Optimus Approach to Investment Management
Optimus Capital Advisors strives to provide our clients with a successful investment experience. That means more than just returns. It means offering peace of mind to investors that every investment decision is made in their best interest, tailored to meet their objectives, with no conflicts of interest, and a transparent process backed by decades of research powering every decision. For almost two decades we’ve seen the difference our approach has made in people’s lives. Our goal is to help people live better today, and in the years ahead.
But returns do matter–so we want to sketch here a quick outline of our investment approach. There’s two core components to this approach: an enduring belief in the power of markets, and applying insights from financial science. Given our complete alignment in philosophy, we choose to partner with Dimensional Fund Advisors to inform our portfolio management strategies.
Read below to learn a bit more about our shared thoughts about managing investments for our clients.
An enduring belief in the power of markets
At Dimensional, their investment approach is based on a belief in markets. Rather than attempting to predict the future or outguess others, they draw information about expected returns from the market itself—leveraging the collective knowledge of millions of buyers and sellers as they set security prices. Trusting markets to do what they do best—drive information into prices—frees them to spend time where they believe they have an advantage, namely in how they interpret the research, how they design and manage portfolios, and how they serve their clients. They take a less subjective, more systematic approach to investing—an approach they can implement consistently and investors can understand and stick with, even in challenging market environments.
Applying insights from financial science
Dimensional’s investment approach is grounded in economic theory and backed by decades of
empirical research. Their internal team of researchers works closely with leading financial economists to better understand where returns come from. Research has shown that securities offering higher expected returns share certain characteristics, which they call dimensions. They structure broadly diversified portfolios that emphasize these dimensions, while addressing the tradeoffs that arise when executing portfolios. Every day, their portfolio managers and traders seek to balance costs against expected returns and diversification. They work for the slightest expected gain, as every incremental improvement can add up over time.
The Optimus approach, powered by Dimensional’s financial science, makes a significant difference for the portfolios of clients. We’re proud of the work we’ve done and continue to do on behalf of clients to enable their financial goals through experienced investment management.
