Asset Management
Private Asset Management
Levanta Capital builds diversified investment portfolios using institutional-quality research and risk management processes, tailored to each client’s specific return objectives and risk parameters.
Quantitative Framework, Qualitative Overlay
Our portfolio construction process integrates systematic asset allocation models with qualitative market intelligence to create robust, globally diversified investment strategies. Each portfolio is designed to optimize risk-adjusted returns while maintaining the liquidity and flexibility required by our international client base.
Portfolio Architecture
We construct multi-asset portfolios that balance growth and preservation objectives through strategic allocation across equity markets, fixed income, alternatives, and inflation hedges. Our approach emphasizes factor diversification and correlation analysis to build resilient structures capable of performing across market cycles.
Risk Management Infrastructure
Our risk management process employs institutional-grade systems for position monitoring, stress testing, and scenario analysis. We maintain detailed risk budgets and continuously monitor portfolio exposures across geographic, sector, and style dimensions to ensure alignment with stated objectives.
Performance Analysis & Attribution
We provide comprehensive performance reporting that includes detailed attribution analysis, risk metrics, and benchmark comparisons. Our reporting infrastructure allows clients to understand not just what their portfolios have earned, but why and how those returns were generated.