MAKE A PROFIT AND MAKE AN IMPACT IN THE SAME JOURNEY

Stoik Capital designs investment strategies and collaborates with asset managers to implement rules-based portfolios.

Scroll down to learn more about us and our strategies and take a look at our Blog.

What, then, is to be done? To make the best of what is in our power, and take the rest as it naturally happens
— Epictetus

ABOUT Stoik

The Stoics taught that destructive emotions resulted from errors in judgment, and that a sage, or person of “moral and intellectual perfection”, would not suffer such emotions. 

Our process is inspired by Stoicism: Focus on building and maintaining a sound investment process and be prepared for whatever the market throws your way. 


Investment Beliefs

  1. Cycles matter, predictions don't

  2. Know what you don’t know and what you will never know

  3. Understand, recognize and manage risk acknowledging that without active risk there is no active return

  4. Risk has many dimensions, not just volatility

  5. Investors and Institutions create biases that can be actively exploited

  6. You can do more with less; Process and focus trump resources

  7. An unconventional perspective is a necessary condition to differentiation

  8. Invest long term and avoid reacting to market information noise

  9. Eliminate conflicts of interest with perfect alignment between manager and investor

  10. Learn from the best and remember that creativity is just putting existing concepts together in a new way


To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework
— Warren Buffett – preface to Benjamin Graham’s The Intelligent Investor

Style Investing

Our strategies are based on a systematic process, that takes advantage of market cycles and is immune to emotional biases, which has been shown to provide above average returns and below average risk in the past.

This process is based on 4 main building blocks:

  1. Stoik’s Style Timing Model

  2. Stoik’s Stock Ranking Model

  3. Stoik’s Portfolio Optimizer

  4. Stoik’s Risk Model Exposures & Checks

Our investment philosophy is influenced by some classical investing books and well fundamented academic research.

Our preferred fee scheme is aligned with investor's interests: fees dependent on performance; and below average total fees. 


INVESTMENT SOLUTIONS

Current Stoik solutions comprise of 2 strategies, one of which within the structure of a leading investment manager:

  1. The Balanced Strategy, implemented with SGF - Sociedade Gestora de Fundos de Pensões, an independent and well-established Portuguese pension fund manager under the supervision of ASF and CMVM. Scroll down to learn more.

  2. The European Strategy. Scroll down to learn more.

 

The balanced Strategy: PPR SGF STOIK Ações

The PPR SGF Stoik Ações is a retirement savings product that invests in liquid securities from diversified asset classes. The portfolio holds a maximum of 55% in equities and has a strong exposure to bonds, property and cash. The PPR’s objective is to obtain a long-term return, through the application of the Stoik methodology. Learn more

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THE EUROPEAN STRATEGY

The strategy seeks to maximize total return focusing on a concentrated portfolio of companies with high sustainable dividends. The strategy uses a systematic equity selection process and a buy and hold approach, holding a concentrated portfolio of European equities diversified by country and sector. The selection of the portfolio focuses on high dividends paid by quality companies with strong balance sheets and good profit prospects.

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About We Share a Share

WeShareAShare is a project from Stoik that provides investors with an opportunity to support causes that have a positive impact on the world, without this being reflected in higher commissions.

We take part of Stoik’s net fees generated by participating investors and invest in projects, which may be environmental, social or cultural in their nature. Our fees are not higher because of this. The systematic investment process, use of technology and search for the most cost effective providers allow for a very light structure, which in turn allows for impacting.

Our fees are highly dependent on performance - our fees grow as your investment grows, and part of our net fees are invested into good causes.

When you win, we win, and your cause wins. It’s a win-win-win proposition! 

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PROJECTS

One of the projects we are supporting is GoParity.

GoParity is a sustainable investment platform, where citizens and companies finance projects with a positive environmental or social impact. Learn more about GoParity.

Take a look at all the organisations we have already supported.