Overview

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 Group ethos of Capital preservation through diversification is born from many years of investment experience within the team. They believe that adding elements of diversification into the core holdings of a fund means the management team can protect investment capital without negatively impacting the yield. Prudent investors want to be able to feel secure in their investment whilst receiving higher than average returns. Throughout this document the Carlton James Group will show how this is achievable.