Carlton James Diversified Alpha Fund

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Accepted by the following Platforms/Life Co’s:

Hansard International

Custodian Life

Capital International Group

Cornhill Management

The Investment Platform

Ortega

Gravitas

InOn Capital

Carlton James Diversified Alpha Fund: 

A monthly traded Cayman Islands mutual fund (from the highly experienced Carlton James team) which focusses on capital preservation through diversification.  The core Risk Management strategy is the absolute use of diversification not only in asset classes, term of investment, geographical and/or jurisdictional considerations but also components such as revenue flow and liquidity.  This layering methodology allows for the creation of an approach that produces returns on a low to medium risk basis.

The second layer of the investment approach is the Alpha segment which sees the investment team seek market opportunities that are short term, high yield and also encompass a delta hedging risk strategy approach that has a strong emphasis on liquidity.

 

 
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