Investment Strategy

The Carlton James investment strategy is founded upon three core pillars: flexibility, focus and discipline. Strategic investments in currencies and commodities are made taking a combination of tactical shortterm and long-term positions, tailored to the cycle they are investing in.

To achieve this Carlton James has invested heavily in Algorithm research and development, utilising fast and accurate precision data and intermarket analysis. In addition, Carlton James has built up a team of highly experienced Portfolio Managers with a wide variety of trading styles and strategies to create optimum profitability.

The Carlton James investment approach has been designed to maximise capital preservation and risk diversification via the use of algorithms and Portfolio Managers seeking solid growth, returns and Alpha. Both the algorithms and Portfolio Managers follow a strict risk and money management mandate, ensuring that investment goals are met for the Carlton James Group andthe fund shareholders.