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“We invest with our clients because we believe in what we do.”
Finding a good yield with limited risk to capital requires expertise. And time. We only make recommendations if it’s something we are prepared to invest in ourselves.
We source stable and predictable investment opportunities at a discount to their intrinsic value using our Yield Capital SECURED PROCESS. It’s the reason why our clients can enjoy higher returns without higher risk.
Our approach
The Yield Capital SECURED PROCESS guides the way we find, vet, match, and deliver investment opportunities to our clients
It has been refined over 20 years of working in the secondary investment market. These are investments that have been previously owned and are often repurchased at a discount. It is how we deliver superior risk adjusted returns for our clients.
We also manage costs tightly because we understand their impact over time. Meeting and exceeding our client investment goals is our metric for success.
S — Secondary Market Research
We source investment opportunities from distressed or liquidity-driven sellers, often at prices below intrinsic market value — an area known as the secondary market.
These opportunities typically include:
- Structured Notes
- Endowment Policies
- Hedge Funds
- Closed-end Funds requiring liquidity
- Actively managed certificates
E — Examine the Risks
We prioritise a deep understanding of downside risk without sacrificing meaningful upside potential.
Each investment is rigorously assessed under worst-case scenarios to ensure resilience under pressure.
Only opportunities that meet our full set of investment criteria are considered — the rest are simply declined.
C — Conduct Due Diligence
We conduct a thorough risk assessment of each product provider.
This includes, but is not limited to, evaluating the quality and track record of directors and shareholders, historical performance, and overall balance sheet strength.
U — Undergo Client Alignment
We review our client base for an appropriate client/investment fit. This includes aligning the opportunity with our client’s investment goals and their risk profile.
This includes assessing:
- Liquidity
- Complexity
- Volatility
- Duration
R — Review Customer Readiness
Has the client developed sufficient understanding to act decisively when an opportunity arises?
Can the client be onboarded within an appropriate timeframe to fully capitalise on the opportunity?
E — Evaluate Ongoing Performance
We conduct ongoing monitoring of each investment to identify any unexpected deviations and determine whether corrective action is required.
Client portfolios are formally reviewed on a quarterly basis.
D — Deliver Investment Outcome
We communicate the pending maturity payout and the investment outcome (that is the rate of return).
Reinvestment often demands a new or revised SECURED process.
Who we are
Yield Capital was established in 2006 as an independent investment specialist with the aim of finding more value for our clients.
Because of this, we approach investments with a healthy level of scepticism, and may research investment opportunities for years before making a single investment. Yes, we are patient. But patience pays in the long run.
Our clients trust us. With longstanding relationships, open communication and by remaining fiercely independent, we are able to assist investors with all aspects of their investments.
WHY US
Our clients are High Net Worth Individuals, Trusts and Fund Structures looking for higher returns at a lower risk.
With over 75 years collective experience and specialist product knowledge, we demonstrate value add from day one of investing.
Our providers
To seek out investments with good yields, one needs to have a broad spectrum of providers to find investment opportunities. Typically our providers extends to Banks, Life Company’s locally and offshore.
