Financial Investments
Discretionary portfolio management across asset classes.
Building wealth through time
Kirk Kapital manages multiple individual portfolios, with each portfolio tailored to our partners’ precise requirements and wishes. The portfolios consist of a wide range of investments, including fixed income, listed equities and alternatives.
Kirk Kapital Fondsmæglerselskab
Through Kirk Kapital Fondsmæglerselskab, which is regulated by the Danish FSA, Kirk Kapital manages multiple individual portfolios, with each portfolio tailored to our partners’ precise requirements and wishes. The portfolios consist of a wide range of investments, including fixed income, listed equities and alternatives. Our independence, and the size of our combined assets under management, provide our families with the highest-quality wealth management services while maintaining cost efficiency.
Currently, we manage 26 portfolios for 8 families and two charitable foundations, with total assets in excess of DKK 21 billion.
FINANCIAL INVESTMENTS
Development in assets
DKK (million)
Investment strategy
Building the right portfolio
Each portfolio is tailored to our partners’ precise requirements and wishes. The requirements and wishes may differ substantially from portfolio to portfolio, as a function of risk profile, dividend payout requirements and personal preferences, such as ESG.
Investment philosophy
With our purpose of providing long-term prosperity as a guiding star, Kirk Kapital seeks to provide each portfolio with a sound return that is in line – or better than – the general market. Each portfolio is highly diversified across asset classes, geographies, managers and single company exposures. While each portfolio can experience periodic volatility, long-term return will be created to the benefit of our partners.
Asset classes
All portfolios consist of a wide range of investments, including fixed income, listed equities and alternatives. While each portfolio is tailored to our partners’ precise requirements and wishes, we harvest scale advantages wherever possible, such as in liquid assets or by structuring assets in vehicles just for us and our partners. Our partnerships across the portfolio include various types of co-shareholders, including owner-managers, families, and private equity funds.
Cost structure
Our independence and size of our combined assets under management enables us to optimise external manager fees. Furthermore, Kirk Kapital operates strictly with a fixed, transparent fee.
Free choice of custodian bank
Our clients are free to choose their custodian bank. We execute through multiple counterparties, handle all transactions, including PE calls and distributions, and provide daily online portfolio access.
Financial supervisory authority
We are regulated by the Danish Financial Supervisory Authority and meet all formal requirements, such as the certification of our portfolio managers.
PORTFOLIO ALLOCATION
