Anchor Pacific is a fully independent investment firm whose primary purpose is to efficiently allocate capital as a fiduciary on behalf of our portfolio management clients. We offer discretionary strategies to facilitate building investment programs based on our investment philosophy, as well as providing an “outsourced CIO” solution to clients requiring a comprehensive investment program.
We are a fully independent organization that is unconstrained by existing or previous institutional relationships, and have a duty to maintain integrity, objectivity, and impartiality by all measures.
As a fiduciary, we are required to place our clients interests above all others, and we are bound to no other interests besides yours. We will never accept a commission or other form of compensation from an asset manager or other manufacturer of “investment products”, and allocate capital by objectively selecting the best means to access each desired asset class exposure and strategy.
Our investment philosophy and framework draws heavily upon the “Endowment Approach” pioneered by Yale University over thirty years ago, as well as that of the large Canadian pension plans, both of which are rooted in asset allocation, diversification, the identification of skilled third-party managers, and economies of scale.
The fundamental tenets of our investment process are:
Anchor Pacific manages client investment portfolios on a discretionary basis. Each client has its own Investment Policy Statement (“IPS”) independently constructed based on their unique life circumstances, goals, risk tolerances, liquidity preferences, etc.
In summary, we integrate amongst low-cost beta exposure, proven alpha generators, and portfolio diversifiers to build intelligent portfolios that provide an appropriate level of risk and return.
Anchor Pacific considers capital preservation in challenging markets to be the most critical component of an investment management framework. The ability to compound returns over the long-term is greatly enhanced when drawdowns are limited. This is best achieved through diversification, rebalancing, maintaining discipline, reducing emotion and other behavioural biases, and cost conscientiousness.
The pillars of our investment management philosophy rest on the following:
We focus exclusively on alternative investments. Our goal is to demystify and elevate the asset class and promote its growth through awareness, education, and the pursuit of best practices.
Our functional expertise and past experience spans:
We have served as:
Our clients benefit from our ability to recommend specific action based on the seamless interaction of a thorough disciplined qualitative evaluation process with powerful analytical tools and modeling capabilities.
Our global network possesses valuable touchpoints at all levels of the alternative investment eco-system transcending:
Steven Adang, CFA, CAIA
Steven is the firm’s founder, President and Chief Investment Officer. He is responsible for all of the firm’s overall operations, as well as for the development and maintenance of all of it’s investment activities, strategies and solutions.
Steven is a seasoned global financial markets and investment professional possessing over 18 years of investment banking, trading, capital markets, institutional investment, and portfolio and risk management experience. He possesses an MBA from Columbia Business School and previously held senior level positions at Deutsche Bank, ABN AMRO Bank, and Amherst Securities Group.
Steve’s past experience:
Sam Monfared, CFA
Sam joined Anchor Pacific in 2017 and serves as the firm’s Portfolio Research Analyst. He is responsible for all the firm’s portfolio analytics and research, design, development, and implementation.
Sam possesses an MSc in Finance and is presently a PhD in Finance candidate at Simon Fraser University.