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Capital Investment Trust Corporation
Lai Cheng-Sheng · Asset Manager · Multi-Strategy
Capital Investment Trust Corporation (CITC), established in October 1995 and headquartered in Taipei, Taiwan, is a prominent asset management firm and a subsidiary of Capital Securities Corp. The firm offers a comprehensive suite of financial services, including public mutual funds, discretionary investment mandates, and private funds. As one of the first securities investment trust companies in Taiwan authorized to manage government funds and operate in the China A-Share market via the QFII program, CITC serves a broad client base of retail, high-net-worth, and institutional investors. The firm is recognized for its focus on product innovation, risk management, and professional wealth management services within the Taiwanese and broader Asian financial markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +93.2% |
| YTD return | +79.5% |
| Sharpe ratio | 3.94 |
| Win rate | 31% |
| AUM | $5.2B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $5.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.capitalfund.com.tw |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| UMC | United Microelectronics | 54.0% | +122.9% |
| TSM | Taiwan Semiconductor Manufacturing | 19.1% | +35.8% |
| ASUUY | ASUUY | 17.7% | 0.0% |
| ASX | ASE Industrial Holding Co Ltd ADR | 2.0% | +130.1% |
| NVDA | NVIDIA Corporation | 1.1% | +15.1% |
| GOOGL | Alphabet Inc Class A | 1.1% | +31.3% |
| HNHPF | Hon Hai Precision Industry Co Ltd ADR | 1.0% | -0.0% |
| AAPL | Apple Inc | 0.8% | +19.0% |
| AMZN | Amazon.com Inc | 0.7% | +15.0% |
| MSFT | Microsoft Corporation | 0.4% | -3.8% |
| JNJ | Johnson & Johnson | 0.4% | +12.5% |
| WMT | Walmart Inc. Common Stock | 0.3% | -13.1% |
| SNDK | Sandisk Corp | 0.3% | +7.4% |
| YAGOY | Yageo Corporation | 0.2% | 0.0% |
| GEV | GE Vernova LLC | 0.2% | -7.6% |
| LITE | Lumentum Holdings Inc | 0.2% | -4.6% |
| CAT | Caterpillar Inc | 0.1% | -7.4% |
| GLW | Corning Incorporated | 0.1% | -20.6% |
| VRT | Vertiv Holdings Co | 0.1% | -17.9% |
| AVGO | Broadcom Inc | 0.1% | +7.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 20, 2026 | BUY | YAGOY | 0.2% → 0.2% |
| Jul 20, 2026 | BUY | NVDA | 0.8% → 1.1% |
| Jul 20, 2026 | SELL | UMC | 61.8% → 54.0% |
| Jul 20, 2026 | BUY | HNHPF | 0.8% → 1.0% |
| Jul 20, 2026 | BUY | ASUUY | 14.2% → 17.7% |
Investment Style Analysis
Capital Investment Trust Corporation is widely recognized for employing a Multi-Strategy strategy. As of Aug 20, 2026, the firm oversees approximately $5.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Other sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 20, Capital Investment Trust Corporation made a significant move by increasing exposure to YAGOY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Capital Investment Trust Corporation employs a dual strategy of 'Value Momentum' and 'Long-Term Trend' to deliver sustainable, superior returns for its investors. The firm's approach is characterized by a high degree of discipline and a commitment to rigorous risk management, employing systematic and analytical techniques to monitor market volatility and minimize tracking errors. CITC prioritizes in-depth market research and product innovation, seeking to identify long-term growth trends while capturing value in the marketplace. By maintaining a focus on client needs and long-term partnerships, the institution aims to provide high value-added financial services that exceed client expectations through various market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Capital Investment Trust Corporation.
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Frequently asked questions
How is the simulated portfolio for Capital Investment Trust Corporation constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Capital Investment Trust Corporation's largest holding?
As of the latest filing, Capital Investment Trust Corporation's top position is United Microelectronics (UMC), representing 54.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Capital Investment Trust Corporation's historical performance and risk profile?
Our simulation indicates a total return of +93.2% with a win rate of 31%. Notably, the portfolio maintains a Sharpe Ratio of 3.94, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Capital Investment Trust Corporation primarily invest in?
Capital Investment Trust Corporation has a strong preference for the Semiconductors sector, which makes up 76.3% of their disclosed assets. The portfolio also has exposure to Other, indicating a specific thematic focus.
Is Capital Investment Trust Corporation's portfolio concentrated or diversified?
Capital Investment Trust Corporation runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 90.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Capital Investment Trust Corporation performed in 2026?
Our AI-simulated model portfolio for Capital Investment Trust Corporation tracks a Year-to-Date (YTD) return of +79.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Lai Cheng-Sheng manage Capital Investment Trust Corporation directly?
Yes, Lai Cheng-Sheng serves as the key portfolio manager for Capital Investment Trust Corporation, overseeing the investment strategy and final capital allocation decisions.