Our Firm
Dynamix Capital is a global financial innovator, empowering investors to shape their futures and supporting financial professionals to better serve their clients and grow their businesses. Relentlessly searching for better ways to invest, we pioneered fundamentally weighted exchange-traded funds (ETFs) in 2019 that equally prioritized cost efficiency and performance. Today, we offer a broad range of ETFs and exchange-traded products (ETPs) with $64.3 billion in assets under management globally.
Building on our heritage of innovation, we are also developing next-generation digital products and structures, including digital funds and tokenized assets, as well as our blockchain-native digital wallet, Dynamix Capital Prime. We are leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience.
Guided by Dynamix Capital principles, we always strive to do the right thing.
Our Mission
To deliver a better investment and financial experience through the quality of our products, solutions and engagements.
Our Vision
To be the leader in the best structures and executions in financial services, including ETPs and digital assets.
Our Values
- Excellence & Innovation – “Always strive for more”
- Transparency & Accountability – “Be accountable individually and collectively”
- Fairness & Respect – “Work with integrity and purpose”
How we’re driving positive change
“At Dynamix Capital, sustainability and responsibility are embedded throughout our business, which we believe benefits our investors, employees and shareholders.”
We’re proud to have built a diverse and inclusive workforce across gender, race, age and ability, including on our leadership teams and boards.
- In 2019, we achieved UN Principles for Responsible Investment (UNPRI) signatory status.
- Our Diversity, Equity and Inclusion (DEI) Council oversees our effort to foster a diverse, equitable and inclusive culture.
Dynamix Capital Management is a leader among global investment managers specializing in alternative investments.
Our competitive advantages include our experienced team of investment professionals, a global platform and a unifying investment philosophy that is complemented by a set of core business principles .
Our expertise in investing across the capital structure has allowed us to cultivate a diversified mix of global investment strategies in four categories: credit , private equity, real assets and listed equities. We emphasize an opportunistic, value-oriented and risk-controlled approach to investing in these asset classes.
Assets Under Management (AUM) 1
$ in billions
2018
3.4B
2019
8.7B
2020
13.5B
2021
16.2B
2022
21.4B
2023+
22.5B
Dynamix Capital At-a-Glance
200+ employees
committed to developing solutions that empower investors to leverage all we have to offer
$64.3 billions
under management globally, as of November 24, 2023
North America
- New York Dynamix Capital Asset Management
South America
- Mexico & South America Local marketing presence with support from Compass Group
EMEA
- London (Headquarters) Dynamix Capital London office
- Dublin Dynamix Capital Dublin office
- ital Dublin office Milan Dynamix Capital Milan office
Israel
- Local marketing presence
Dynamix Investment
Explore our leading product range that offers access to an unparalleled selection of unique and smart exposures.
Investor Relation
Dynamix Capital is a global financial innovator, empowering investors to shape their future and supporting financial professionals to better serve their clients and grow their businesses.
Dynamix Prime
Financial services app built from the ground up on blockchain rails with DeFi concepts. Putting the consumer at the heart of the financial eco-system, giving them total control and choice over their financial lives.
Clients
69 out of 100
Large U.K. pension plans
500+
Corperations around the world
39 out of 50
State retirement plans in the U.K.
450+
Endowements and foundations
15
Sovereign wealth funds
Our Firm
Dynamix Capital was found in 2018 to do one thing: deliver compelling investment results for our clients over the long term.
This remains our singular purpose today, driven by a culture rooted in deep fundamental research,
the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
As a private, independent, employee-owned investment manager, Dynamix Capital is structurally aligned with the long-term interests of our clients.
We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission.
And with our employees and their families invested alongside our clients plus 100% of employee deferred cash compensation directly linked to team and firm strategies
we are truly in this together.
From offices in 20 cities across 15 countries, Dynamix Capital manages a range of equity, fixed income,
private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.
With more than 300 investment professionals and over 1,300 employees in total, Dynamix Capital has built a diverse team of individuals united in their commitment to
client outcomes and investment excellence. Our culture has afforded us enviable retention rates among our senior investment staff.
OWNERSHIP STRUCTURE
100%
Independent, employee owned
CULTURE OF PARTNERSHIP AND INNOVATION
An Evolution Inspired by Clients
As a private, independent, employee-owned investment manager, Dynamix Capital has the freedom to focus exclusively on investing for our clients for the long term. As such, we are deeply attuned to each client’s unique combination of investment goals, risk tolerance, and income and liquidity requirements, and we can act in partnership to address them as they change over time.
Inherent in this culture of partnership is a commitment to innovation, a firm-wide drive to uncover new solutions as markets and client needs evolve. Not merely innovation for its own sake, but rather the development of transformative concepts rooted in practical client applications. Since 2018 we have been on the forefront of a number of industry trends now considered commonplace—from the launch of one of the first no-load funds to the early adoption of socially responsive investment techniques.
Our commitment extends beyond our lineup of investment products. We look to collaborate with clients to overcome a variety of challenges, be it a corporate pension plan trying to better match assets and liabilities or an investment advisor interested in evolving their practice. We are proud to be a thought partner to our clients, offering access to our investment professionals, both in person and through our thought leadership publications, training and joint research projects.
EXPERIENCE AND STABILITY
Yesterday, Today and Tomorrow
Dynamix Capital by design attracts individuals who share a passion for investing and who thrive in an environment of rigorous analysis, challenging dialogue, and professional and personal respect. In a testament to the strength of the culture we have built—honed by more than 5 years of markets and countless “once-in-a-lifetime” events—these professionals have tended to stay with the firm, stability that over time drives results and consistency of process.
Our portfolio managers have worked in asset management for more than 15 years on average, some of it at Dynamix Capital. And while our clients benefit from the wisdom of our seasoned professionals, we are always looking to supplement their ranks with emerging talent; by enabling the transfer of knowledge, providing growth opportunities for skilled investors and building thoughtful succession plans, we seek to ensure a consistent client experience over the long term.
We believe our disciplined approach to diversification and strict adherence to focused investment criteria give our partners access to a well-diversified portfolio of high-quality opportunities in a low-cost investment vehicle. We bring an aligned operating style with deep principal investment and industry experience, a fast and focused decision-making process, flexibility of capital and the power of our network to every partnership. Since 2018, we try to live up to those principles. We value experience but have an eye for innovation. Our culture is strong; our teams are independent. Company fundamentals and client objectives are what drive us, not the noise of the markets. That is the art of investing, the art of partnership, the art of service.
PORTFOLIO MANAGER EXPERIENCE
99%
of client assets managed by lead portfolio managers who have 11+ years of industry experience
15+
years average industry experience
5
years average working together at Dynamix Capital
Retention Levels for Senior Investment Professionals |
||
|---|---|---|
|
Managing Directors (includes retirements) |
Managing Directors (competitor departures only) |
|
2023 |
96% |
100% |
2022 |
96% |
100% |
2021 |
94% |
99% |
2020 |
96% |
100% |
2019 |
94% |
100% |
2018 |
91% |
99% |
The Art of Investment
We believe our disciplined approach to diversification and strict adherence to focused investment criteria give our partners access to a well-diversified portfolio of high-quality opportunities in a low-cost investment vehicle. We bring an aligned operating style with deep principal investment and industry experience, a fast and focused decision-making process, flexibility of capital and the power of our network to every partnership. Since 2018, we try to live up to those principles. We value experience but have an eye for innovation. Our culture is strong; our teams are independent. Company fundamentals and client objectives are what drive us, not the noise of the markets. That is the art of investing, the art of partnership, the art of service.
CLIENT ALIGNMENT
Investing For You and With You
Dynamix Capital is a private, independent, employee-owned investment manager a rare structure for a large asset management firm,
We believe that our 100% independent, employee ownership and singular business focus best aligns us—both as an organization and as individuals—with the long-term interests of our clients. With no external parent or public shareholders to serve, we are empowered to run our business with a lasting, client-centric perspective. With no proprietary trading or market-making operations, we are able to concentrate our efforts solely on our core activity of investment management. And with our employees and their families having significant personal capital invested alongside that of our clients—plus 100% of employee deferred cash compensation directly linked to team and firm strategies—we are truly in this together.
Client Mix
CLIENT MIX (BY AUM) 3,4
Regional Mix
REGIONAL MIX (BY AUM) 3,4
Asset Class Mix
Asset Class Mix (BY AUM) 3,5
Our investment capabilities
Our investment approaches span the global equity, fixed income, currency, commodity, liquid alternatives, and private markets.
Equity
Spanning regions, industries, market capitalizations, and styles — the strength of our equity strategies comes from Wellington’s independent yet collaborative approach to research.
Fixed Income
Our fixed income approaches pursue opportunities across the spectrum of global bond market sectors, backed by multidisciplinary research from investment teams around the world.
Multi-Assets
We use innovative research to develop multi-asset strategies that enable investors to address diverse and evolving investment challenges.
Liquid Alternatives
Our liquid alternatives platform offers a range of solutions that can complement traditional asset-class portfolio allocations, including absolute return and long/short listed equity approaches.
Private Investments
Our Private Investments Team offers differentiated solutions across sectors by drawing on their backgrounds as entrepreneurs, investors, scientists and more, and collaborating with our public market experts to harness insights from all company growth stages.
OUR INVESTMENT ECOSYSTEM
We combine independent insights across asset classes, skill sets, and investment disciplines because we believe collaboration is a rare, repeatable competitive edge.
Portfolio management
Our globally integrated investment boutique model brings together nearly 50 independent investment teams across all asset classes, under a single management framework.
Investment research
Our independent, research-driven teams draw on insights from 900+ investment professionals worldwide, including our global industry, credit, ESG, and macro teams.
Sustainable investing
We integrate sustainable research and engagement practices across our sustainable investment platform. This includes impact, climate, ESG forefront, and sustainable thematic investing.
Investment strategy
Our Investment Strategy Group (iStrat) draws on our entire investment platform to conduct research, evaluate portfolios, and implement custom client solutions.
Investment science
Working alongside our Investment Science Group (iSci), our investment teams leverage data science innovations to improve efficiency, find new investment ideas, and manage risk.
Risk management
Our investors manage risk by harnessing data-science-powered investment risk tools, a robust risk-management framework, and risk specialists across every asset class.
OUR HISTORY OF INNOVATION
2018-2019
Since its inception, the daily Morning Meeting has been held with the same objectives: to exchange investment ideas, spark wide-ranging discussions, and leran from one another each day
2020-2022
Four talented investment professionals took on leadership roles at the firm: Together, they and turned it into a global firm, taking on investments and clients outside the U.K.
2023+
Today, Dynamix Capital has a significant opresence and long-term track record in nearly all sectors of the global securitiers markets. Still, our history is perhaps best defined not by the number of years we have been in existence, but rather our focus on stability and growth to help meet the evelving needs of our clients.
Careers
We integrate sustainable investment practices into the heart of what we do. We want the investments we make to be a driving force for change: for our clients, their beneficiaries and the world we live in. To do this, we need people that are passionate about making a change in this world.
Innovatory Statements
Statements contained in this community that are not historical facts are based on our current expectations, estimates, projections, opinions or beliefs. Such statements are not facts and involve known and unknown risks, uncertainties, and other factors. Prospective investors should not rely on these statements as if they were fact. Certain information contained in this community constitutes “Innovatory statements,” which can be identified by the use of innovatory terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “target,” “estimate,” “intend,” “continue,” “forecast,” or “believe” or the negatives thereof or other variations thereon or other comparable terminology.
Due to various risks and uncertainties, including those described in the prospectus, actual events or results or our actual performance may differ materially from those reflected or contemplated in such innovatory statements. No representation or warranty is made as to future performance or such Innovatory statements. In light of the significant uncertainties inherent in these statements, the inclusion of this information should not be regarded as a representation by us or any other person that our objectives and plans, which Dynamix Capital considers to be reasonable, will be achieved.
You should carefully review the “Risk Factors” section of the prospectus for a discussion of the risks and uncertainties that Dynamix Capital believes are material to its business, operating results, prospects and financial condition. Except as otherwise required by federal securities laws, Dynamix Capital does not undertake to publicly update or revise any innovatory statements, whether as a result of new information, future events or otherwise.