LEGACY CAPITAL STRATEGY
Investing built on rules.Not reactions.
A systematic approach to markets - rules-based strategies that are tested before they ever touch a portfolio, and monitored every month after.
So, what is systematic investing?
It uses a defined set of rules to decide when to act - not opinions, guesses or gut feel.
Different strategies follow different rules, so they behave differently from one another. Put a few together, and the combination can behave more smoothly than any single one alone.
Rules-Based
Every decision follows a predefined process. Nothing is improvised in the moment markets get emotional.
Thoroughly Tested
Strategies are researched and tested against historical data before they're ever considered for a portfolio.
Built for Diversification
Strategies are combined across different markets and approaches, so capital isn't dependent on any single source of return.
Systematic doesn't mean guaranteed or risk-free - it means the process is defined and repeatable, every time.
One strategy isn't a portfolio.
Different systematic strategies are designed to capture different types of market opportunity - each with a specific role to play.
Growth
Focused on stronger return opportunities.
Stability
Focused on more measured, consistent behaviour.
Diversification
Designed to behave differently from traditional holdings.
Defensive
Designed to hold up differently when conditions turn difficult.
Different strategies. Different roles. One framework.
Real performance, delivered directly - every month.
We don't publish live performance figures on this page. Investors who opt in receive a monthly update straight to their inbox, covering results and the reasoning behind them.
- Net performance by strategy
- Risk and drawdown metrics
- Market commentary for the month
- Full strategy breakdowns - what each system does and why
Past performance is not indicative of future results. All investments and systematic strategies involve risk, including the potential loss of capital.
Built by a team focused on process, not predictions.
Legacy Capital Strategy researches, tests and monitors every strategy before it's ever considered for a portfolio. No shortcuts, no chasing headlines - just a repeatable process, reviewed continuously as markets change.
Get monthly performance updates & full strategy breakdowns.
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Frequently asked questions.
An approach that uses a defined, rules-based process to decide when to invest, rather than discretionary calls made in the moment.
No. This brief and the monthly updates are educational and informational only, and don't constitute personalised financial advice or a recommendation to buy or sell any security.
Monthly. Each update includes a performance recap, risk metrics and a full breakdown of the strategies in use.
Yes. All investing and systematic strategies involve risk, including the potential loss of capital. Historical results are not guarantees of future performance.
Professionals with capital who want a structured, systematic approach to putting their money to work, without having to spend hours on market research.
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