Market Leaders Strategy

Estoca Capital Management was founded in 2003 with the purpose of providing our customers with sound financial products backed by thorough research, support, communication and dedication. In our 10 years of existence, Estoca’s offerings have consistently beat the market. With over 200 of the most qualified and dedicated employees in the industry, we are able to offer strategies across regions and asset classes that fit clients’ necessary risk profile. Our unique backgrounds from most finance professionals gives us distinct advantages when scouring the globe for investment opportunities. At the same time, we have established significant relationships in many industries that keep us up-to-date at all times. In Spain, the Estoca is the sword which ends the spectacle of bullfighting. Estoca Capital Management is inspired by the Matadors of Spanish Bullfights—we are dedicated to the principles and practices of: patience, pragmatism, measured risk-taking, and success. There is no place for hubris in our firm—only results.

Investment Strategy:

Potential Investment

Financials Analysis

Sustainable Business Model

Risk-Reward Analysis

Satisfies Portfolio

Characteristics

Estoca Capital’s World-Wide Presence

The Advantage When establishing our investment teams, we look for more than just financial knowledge and number-crunchers. We scour the globe for professionals who possess expertise in business strategy, international relations, fundamental analysis, innovation and much more. Our founders’ unique backgrounds and non-traditional outlooks filter through to the rest of our firm creating a hard-working, proactive team who have proven their success in the last ten years of investment. Our portfolio and asset picking process begins with our extensive global presence, and the investment ideas and opportunities that stem from that scope. We put every equity asset through rigorous due-diligence and analysis. Having identified assets that fit our particular portfolio goals, our team scours financials to make sure the firm satisfies our high standards. Next, Estoca can use our vast network of industry experts to analyze the firm’s current strategy and sustainability of their business model in this rapidly changing global economy. Having identified the potential for positive investment, we spend a significant amount of manpower investigating the potential for loss and the risk profile of the asset. We at Estoca Capital rely on strong relationships with our investors. We feel that strong, personal relationships keep us honest and dedicated to delivering the best investment products, advice and support. We put our reputation and jobs on the line with every investor relationship we make.

There are enough financiers in the world looking at the same traditional assets through the same investment lens. Our professionals have a more rounded view on potential investments

Unique Business Backgrounds

Our teams are full of the hardest working professionals with a strong focus on sourcing profitable opportunities throughout the globe. We have developed a network of trusted professional granting us an important leg up

Proactive Sourcing

At Estoca, we feel that we owe our investors our full attention and effort. Our investors trust us to continue our successful investing strategies and we are completely dedicated to building on past success

Unparalleled Support and Communication

Leaders Fund Investment Details

Expected Portfolio Returns 2013-2043 with initial Value $10,000

Our Leaders Fund takes the 5 industries with the highest returns for the past 5 years and holds them for a year at a time. Each year, the portfolio is re-calibrated based on what industry had the best return in the previous five years. The industries with the highest returns will be weighted higher within our portfolio ranging from 15% to 25%. The success of the Leaders Portfolio has been consistent over the past 30 years providing an average alpha of .29% over that period. We believe the winners in our portfolio will consistently beat the market, as empirical analysis has demonstrated. This fund is perfect for the investor who is willing to take on slightly more risk than the market indices, but for significant increases in returns.

With less risk than the 130-30 Momentum Portfolio and a larger range of return-risk combinations than the Low Vol Portfolio, our research shows that the Leaders Portfolio will on average provide significantly larger returns with less risk.

Back testing our leaders portfolio has shown that there is a 93.7% chance that the portfolio beats the Market Portfolio and only a 2.83% chance that it does not exceed a .5% monthly risk-free rate

Probability  Leaders  Portfolio  Return  Will  Exceed...  

Risk  Free  at  .33%  Monthty 99.27%Risk  Free  at  .50%  Monthly 97.17%Market 93.70%