OVERVIEW
An experienced global team with one mission and a proven culture
Xperta Investments APPROACH
Reliable in any environment
We tirelessly pursue better ways of thinking, working, and collaborating. As we have done throughout our history, Xperta Investments will continue to leverage our established culture – our discipline, risk analysis, and performance focus – with an eye to the future and better serving our investors. In an increasingly complex environment, our approach remains precise with custom solutions to meet the needs of sophisticated investors.
WHAT WE VALUE
Our mission is to deliver superior risk-adjusted returns for our investors
Performance as a principle
We always act in the best interests of our stakeholders and prioritize value creation in everything we do. We recognize and reward results.
Relentless improvement
We tirelessly pursue better ways of thinking, working, and collaborating – always embracing curiosity over complacency.
Trust matters
We cultivate lasting trust by developing relationships grounded in honesty, integrity, and time-tested results.
Better inputs, better outcomes
We value the contributions of every team member and believe diverse perspectives make sounder solutions.
“Over time, we’ve created a platform that we believe can weather various investment environments and provide consistent outcomes. Our culture and people are the foundation and the creative engine for everything we do.”
JOSHUA PACK
Co-Chief Executive Officer & Managing Partner
