About Us
A strategic partner in capital management & preservation
Founded in 2011 and based in Dallas, Texas, Regan Capital is a 100% employee-owned investment firm focused on active management in fixed-income markets where inefficiencies exist. The firm’s portfolio managers bring an average of 24 years of experience trading and managing fixed-income products, supported by a team with deep expertise across portfolio management and client service.
Who We Serve
Client Offerings
Our strategies are designed to pursue attractive and stable risk-adjusted total returns, emphasizing capital preservation, diversification benefits through low correlation to traditional equity and fixed-income markets, and thoughtful tax efficiency across a range of investment vehicles.
Our Values
Client First Approach
Our investment decisions begin with client objectives. We prioritize long-term outcomes, capital preservation, and clear alignment of interests, supported by an employee-owned structure with significant investment alongside our clients.
Discipline
A rigorous and time-tested investment process guides portfolio construction, risk management, and security selection. Consistency and thoughtful risk control remain central across challenging market environments.
Trust & Transparency
We believe strong client relationships are built on clear communication, accountability, and integrity. Our commitment to transparency supports informed decision-making and long-term client confidence.
Deep Market Expertise
Our team brings deep experience across structured credit and fixed-income markets, allowing us to navigate complexity and uncover relative value opportunities that broader managers may overlook.
Insight Driven Innovation
We seek opportunities where markets are underserved or inefficient. Recognizing early on that residential mortgage-backed securities represent a large yet underutilized segment of the fixed-income landscape, we developed strategies and funds that provide investors access to this market through a disciplined, institutional investment approach.
