Carlton James Capital Markets Fund

We trust the steady and disciplined application of our investment methodology and process combined with the experience and insight of our investment team will enable us to deliver positive investment results for clients.

The Carlton James team possesses extensive experience and outstanding expertise of investing in multiple market places to source value accretive opportunities for investors. The Capital Markets Investment Committee possesses considerable talent that spans the capital markets and fund management arenas.

The past five years have seen the Group produce an Investment Return (IR) that consistently exceeds market expectations. Through the fund’s differentiated structure, the team will take greater advantage of their existing investment market knowledge and with their established trade mandate will continue to place carefully selected Portfolio Managers in positions that outperform the markets.

The Carlton James team possesses extensive experience and outstanding expertise of investing in multiple market places to source value accretive opportunities for investors. The Capital Markets Investment Committee possesses considerable talent that spans the capital markets and fund management arenas.

The past five years have seen the Group produce an Investment Return (IR) that consistently exceeds market expectations. Through the fund’s differentiated structure, the team will take greater advantage of their existing investment market knowledge and with their established trade mandate will continue to place carefully selected Portfolio Managers in positions that outperform the markets.

Investment Strategy – Core Layer

Maximise the gains and profits on investment.

Minimise the potential risks.

Deliver investment solutions that provide value in all market conditions.