NWQ Capital Management

📍 West Perth, Australia🗓 Founded 2006👥 3 employees💰 Last funded 2013
Financial Services🌐 nwqcm.com
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NWQ Capital Management is a boutique Perth-based investment services company led by experienced institutional professionals. NWQ is founded on a core philosophy of absolute return investing, placing an equal emphasis on capital preservation and return optimisation. We believe conventional portfolio design is prone to undesirable volatility and large negative shocks. The global financial crisis exposed the shortcomings of static asset allocations and traditional benchmark – driven investment strategies. In 2008 the average 60/40 growth/defensive portfolio lost -27%. Our flagship fund, the NWQ Fiduciary Fund is market neutral in style and is founded on NWQs belief that conventional portfolio design is prone to undesirable volatility and large negative shocks which can be mitigated. The fund is designed to address these undesirable outcomes, looking for smoother performance over time, and targeting performance, after management fees and usual expenses, of between 4-5% over RBA Cash Rate over rolling five-year periods.
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Total investors
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Late stage
2006
Founded

Investors

1 investors
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Investor geography1 country
United States
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Frequently asked questions
Who invested in NWQ Capital Management?
NWQ Capital Management has 1 investors on record on gritt.io and 1 late-stage investors.
When did NWQ Capital Management last raise funding?
The most recent investment in NWQ Capital Management recorded on gritt.io was in 2013.
When was NWQ Capital Management founded?
NWQ Capital Management was founded in 2006.
What industry is NWQ Capital Management in?
NWQ Capital Management operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is NWQ Capital Management based?
NWQ Capital Management is headquartered in West Perth, Australia.