Helping Grow and Protect Your Investments

MOAT Capital Philosophy

Here at MOAT Capital we don’t leave our clients investments to the whims of the market! We design and implement innovative strategies that, not only help our client’s grow their investments but also deal with market uncertainties.

Where appropriate we can do this in a number of ways, firstly by investing with a pragmatic sentiment based approach that views investing more from a cyclical and/or goals based point of view. We believe there are better times to be more aggressive and better times to be more defensive when investing in growth assets such as shares. Secondly and again where appropriate, we can implement the use of a direct protected strategy that utilises derivatives such as index options and/or short funds which are designed to offset portfolio losses by profiting from share market downturns.

Our investors have control and full transparency with each strategy we implement and because we avoid complex ownership structures and only deal with highly liquid and tradeable securities, investor’s accounts are highly liquid.

asset managementCraig Parker

Craig is a Private Client Adviser and Senior Technical Analyst for Moat Capital. Craig provides independent financial planning advice and alternative asset management solutions to direct investors. It wasn’t until the global financial crisis and the subsequent failure of several products and managed funds that, Craig decided to provide investors with direct alternative strategies that have the ability protect their investments in times of possible uncertainty. Craig is a regular contributor to FNArena and provides a weekly technical perspective on the Australian Share Market.

Craig has been in the financial services industry since 2004 and combined with Craig’s personal investment experience he has the following qualifications; Advanced diploma of financial services and Accredited Derivatives Adviser level 1 and level 2. Craig is an Authorised Representative of Sentinel Private Wealth AFSL: 344762 and member of the Financial Planning Association of Australia. Moat Capital is the trading name for Craig Parker ABN: 94 680 783 453

 

Pain Report

Moat Capital is a subscriber to Jonathan Pain’s Weekly Pain Report. Jonathan Pain is a Director of JP Consulting NSW Pty Ltd and has 32 years of international investment experience having led investment teams in London, Bahrain and Australia. Jonathan holds a joint honours degree in Economics and Politics from Keele University and a Masters degree in Finance from Exeter University. He is the author and publisher of a widely-read investment newsletter, The Weekly Pain Report. He is well known for his contrarian views and is a regular guest on CNBC TV and speaks at conferences and seminars all around the world. Jonathan is a member of the Advisory Council of China Matters.

In numerous speeches and articles, in 2006, he highlighted the unsustainable levels of debt and the housing bubble in America, and his warnings of the impending crisis have been acknowledged by respected commentators such as Alan Kohler and Graham Rich. More recently in one of his most controversial and contrarian calls he predicted Donald Trump would win the US election. Over the last decade, he has repeatedly said that the most significant and defining economic phenomenon of our lifetime is the rise of the Asian middle classes. Having been born in South Africa and lived in Lesotho, Swaziland, England and Bahrain, Jonathan now calls Australia home.

 

Does your share portfolio have a strategy for the downturns?

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