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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.