Welcome
I founded ACARA Capital Management to share my passion for uncovering unique opportunities in financial markets.
In a rapidly changing business world full of opportunities, most investors limit themselves to index funds, and many actively managed portfolios remain too close to an index.
At ACARA, we take a pragmatic approach, preferring to concentrate portfolios on high-conviction companies with a positive balance of risk and return expectations.
Wealth builds through the compounding of returns. My goal is to be an independent, intelligent, creative, authentic, and reliable steward of capital.
I enjoy working with clients that want to step outside of the norm and pursue unique opportunities while considering their broader wealth management approach.
- Fletcher D. Perkins, CFA
ACARA Values
- Acuity: Knowledge-based frameworks enhance perception, driving our investment decisions.
- Curiosity: Active curiosity nourishes our investment acumen, engenders a healthy perspective, and leads to the discovery of new opportunities.
- Authenticity: We act exclusively in our client's best interests, earning their trust is a genuine privilege.
- Reliability: We strive to provide a steady focus and frame of reference for each client.
- Affinity: The firm was founded to share the benefits of our passion for investing.
Investment Strategies
ACARA Focused
ACARA Diversified
ACARA Diversified
- The ACARA Focused strategy uses fundamental equity analysis to identify publicly traded companies with unique prospects and strong foundations, while at times capitalizing on the differences between fundamental and market volatility-based perceptions of risk.
- Aimed at bringing an opportunistic component to wealth management, the strategy a
- The ACARA Focused strategy uses fundamental equity analysis to identify publicly traded companies with unique prospects and strong foundations, while at times capitalizing on the differences between fundamental and market volatility-based perceptions of risk.
- Aimed at bringing an opportunistic component to wealth management, the strategy allows clients to invest alongside our founder in his dedicated pursuit of attractive opportunities.
ACARA Diversified
ACARA Diversified
ACARA Diversified
- Using ETFs, the ACARA Diversified strategy offers diversified U.S. equity exposure with differentiated holdings versus our Focused strategy.
- The strategy complements ACARA Focused by targeting market segments often underrepresented in the Focused Strategy.