Investment Philosophy

As students of history’s greatest investors, we have embraced a set of core beliefs that have stood the test of time. It has guided us in the ongoing development of our investment strategy.

In this section

Our Leaders On Stage

The Endowment Model

PRMEA

Core Investment Principles

Assessing Manager Performance

Sustainable Investing

Fees and Costs of Investing

Report

Mountain range with peaks and valleys under a clear sky, partially covered in mist, with forests and open areas visible below—a serene landscape that echoes the harmony sought in Sustainable Investing for 2024-2025.

Partners Capital Sustainable Investing Report 2024-2025

In the latest Partners Capital Sustainable Investing Report, we highlight our progress, challenges, and evolving approach to sustainable investing. In…

Investor Perspectives

Advancing the Endowment Model

This is a financial promotion. Your capital is at risk, the value of investments may fall and rise and you…

Our Leaders On Stage

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Video

Capital Allocators Podcast with Ted Seides: Stan Miranda - Modern Endowment Model at Partners Capital

Our Chairman and Founder, Stan Miranda, speaks to Ted Seides about the founding of Partners Capital, our investment philosophy and the evolution of our investment model from the “endowment model”. Listen on Capital Allocators Listen on Apple Podcasts Listen on Spotify

Podcast

CEO Arjun Raghavan shares his investment philosophy and personal insights with Money Maze Podcast

Partners Capital Chief Executive Officer Arjun Raghavan is featured on The Money Maze Podcast with Simon Brewer. Arjun shares his journey to becoming CEO of Partners Capital, which currently manages over $45 billion in assets across North America, Europe and Asia. Topics Arjun discusses include: The Money Maze Podcast is hosted by Simon Brewer, a

Firm

About Partners Capital

Our People

Our Clients

Solutions

Offerings

Approach

Asset Class Strategies

Investment Philosophy

Featured Insights

Partners Capital Sustainable Investing Report 2024-2025

Advancing the Endowment Model

Our Leaders On Stage

Arjun Raghavan on Bloomberg Markets with Sonali Basak

Arjun Raghavan on Bloomberg Markets with Sonali Basak

Introducing The Intellectual Capital Library

Alex Band on Private Markets Opportunities at SALT iConnections 2023

Alex Band speaking on Nasdaq TradeTalks at SALT iConnections 2023

Capital Allocators Podcast with Ted Seides: Stan Miranda - Modern Endowment Model at Partners Capital

CEO Arjun Raghavan shares his investment philosophy and personal insights with Money Maze Podcast

Partners Capital 20th Anniversary

Partners Capital Annual Investor Workshop 2019

Partners Capital Annual Investor Workshop 2018

Partners Capital Annual Investor Workshop 2017

Partners Capital Annual Investor Workshop 2016

The Endowment Model

Advanced Endowment Model: The Right Building Blocks

Reinventing the Endowment Model – taking a dynamic approach to an established classic

Advancing the Endowment Model

Private Capital Podcast with Joe Reilly: Stan Miranda - Bain Meets the Yale Model at Partners Capital

Alternative Fund Insight: Alex Band on building client portfolios

Partners Capital - Investment Models for Small to Mid-Sized Endowments

The Denison Model vs the Yale Model

PRMEA

Case Study: Managing a $1 billion portfolio for a prestigious US healthcare system

Partners Capital Risk-Managed Endowment Approach (PRMEA)

A Radical New Approach to the Endowment Model

Core Investment Principles

Our 7 Core Investment Principles

A Primer on Alternative Asset Classes

The Most Basic Lessons of Investing

Assessing Manager Performance

The Cyclicality of Manager Alpha

Technology’s Impact on Active Investing

Cracking The Code on Manager Selection

How to Evaluate Investment Performance

Sustainable Investing

Partners Capital Sustainable Investing Report 2024-2025

Partners Capital Energy Transition Investment Framework 2.0

Partners Capital 2023-2024 Sustainable Investing Report

Partners Capital 2024 Clean Hydrogen Investment Framework

“COP 37 Will Be Very Interesting” – Stan Miranda on the C.O.B.T. Veriten Podcast

Partners Capital 2022 Sustainable Investing Report

Stan Miranda discusses the Partners Capital Green Energy Transition Investment Framework on PEI’s Spotlight Podcast

Partners Capital and the Clean Air Task Force Workshop: Bringing the Energy Transition Down to Earth

Partners Capital 2022 Energy Transition Investment Framework

Summary of Key Outcomes from COP26

How Carbon Offsets Work – A Deep Dive

Where are we in the transition from risk + return investing to risk + return + impact investing?

ESG and Impact Investing: A Roadmap to an Evolving Frontier Webinar Executive Summary

Partners Capital Annual Investor Workshop 2019 - Sir Ronnie Cohen on Impact Investing

Fees and Costs of Investing

Fair Fees and Alignment - Building Long-Term Partnerships with Best-In-Class Asset Managers