Strategies for protecting capital

Chad Slater

Ellerston Capital

Chad Slater, Joint Chief Investment Officer of Morphic Asset Management, says you can’t protect capital on a 1-2 week basis. In equities, “you get paid to be scared. That’s why equities have generally made you more than any other investment class.” Instead, he suggests taking a longer-term view and looking out for the six month plus periods of deep losses - better known as bear markets. So how does he go about protecting investors in these periods? The answer is straight-forward; move to cash, though it’s easier said than done. “The issue is, you have to be effective and fast. You have to get to cash, and you have to hold it at the right time.” In this video, he expands on Morphic’s process and discusses some strategies that don’t work.


Chad Slater
Co Head Global Equities (ex-Asia)
Ellerston Capital

Chad co-founded Morphic Asset Management in 2012. As a stock picker Chad is also a generalist but has strong regional knowledge of Europe and the Americas. He has also been awarded the CFA Charter.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.