We strive to earn superior risk-adjusted returns for shareholders over the long term.

The performance characteristics of alternative assets set them apart from typical stocks and bonds. In many cases, the time horizon to realize growth is longer, but the ultimate return potential is substantially higher, and performance tends to be uncorrelated with the broader public markets.

Because alternative assets are generally inaccessible to the investing public, there is less market efficiency and more potential for C.A. Bancorp to uncover excellent investment values. Yet, despite the potential for above-average returns, many alternative investments offer the security of reliable cash flows and balance sheets backed by tangible assets.

We believe that adding alternative assets to a traditional asset mix is an excellent way to bolster potential returns while lowering overall portfolio volatility. We aim to generate a long-term annual return of 15% to 25% on each investment while carefully managing risk.