Investment Strategy
Arkstone Capital Management employs an institutional, research-driven approach to fixed income and securitized credit, seeking differentiated returns and robust downside protection. Our investment universe spans agency and non-agency MBS, ABS, CMBS, and related structured products.
For Institutional Use Only · Not for Public Distribution
Strategic Opportunity Fund — Key Differentiators
Sector Specialization:
- High-grade and deep-credit MBS, ABS, RMBS, and CMBS
- Agency MBS (prepayment, rates-driven)
- Non-Agency MBS (credit-oriented)
- ABS (consumer/auto/credit card, etc.)
- CMBS (commercial & agency)
Versatile Investment Toolkit:
- Interest rates, swaptions, options, dynamic hedging
- Corporates: REITs, financials, select equities (originators, homebuilders)
- Opportunistic: Both long and short positions
- Customized investment solutions for institutional needs
Process & Philosophy:
- Top-down macro view meets bottom-up security selection
- Integration of AI and advanced analytics (including large language models)
- Scenario analysis, stress testing, and robust data-driven decision making
Alignment & Transparency:
- Veteran leadership and fiduciary discipline
- True alignment with investors — we invest alongside our clients
- Institutional risk management and compliance culture
Risk Management Framework
Our risk management process is central to every investment decision. We utilize rigorous scenario analysis, dynamic hedging, and real-time monitoring to safeguard capital. Compliance frameworks cover SEC/FINRA and operational best practices. Our commitment: Preserve capital, deliver consistent risk-adjusted returns, and uphold the highest fiduciary standards.
Why Arkstone?
Expertise & Innovation: Our team has managed billions in securitized assets at leading institutions, with a track record across market cycles. We leverage both experience and innovation to find value where others can’t.
Diversity & Commitment: As a service-disabled veteran-owned firm (certification pending), we bring authentic leadership, integrity, and a commitment to advancing diversity, equity, and inclusion in investment management.