Risk Management
We believe the key to protecting and growing wealth lies primarily in managing risks and avoiding unnecessary speculation. At Regency Capital, risk management is the core of our investment approach – for preservation and growth.
Quality
We are investors with a wide lens for opportunities but high standards for quality and liquidity. Humility, conservatism, and vigilance are constant influences on how we see the world and screen investments.
Process
Our continuous cycle of change and improvement is a core value. Refining sensible processes are an important part of our daily work. Process is vital for a surpassing client experience and fewer unintended mistakes.
Diligence
Investing is always uncertain, so we believe in getting right the things that are under our control. Diversification, position-sizing, tax efficiency, work ethic, and service are examples of the many low-hanging fruit and value-adds often overlooked.