Carlton James Group, a private investment group specialising in diversified portfolios, has launched the Carlton James Diversified Alpha Fund, a regulated mutual fund listed on the Cayman Islands Stock Exchange (CSX).
The fund is led by chairman Anthony “Tony” Moore who has more than 40 years’ experience in the global financial services industry and has transacted business in 20-plus countries; CEO Simon Calton, who has led The Carlton James Group for several years; Ryan Whitefield, who possesses over two decades’ experience working in real estate development and construction; and Dr Umair Mehmood, a renowned precognition strategist who has advised public sector (GRE) and corporate entities on strategic agility and risk climate.
The fund will actively seek secured and collateralised debt financing opportunities that it believes will exceed targeted returns for investors. The fund will focus primarily on the financing of developments in both the global real estate and technology sectors, leveraging its principals’ extensive experience in identifying specific investment mediums, as well as evaluating multiple opportunities within each potential investment.
Carlton James will use its structure, network and the ability to construct smaller ownership positions, making the same funding opportunities flexible and profitable versus the traditional financing models.
The fund strategy deploys numerous low-risk methods to protect principle investments and maintain what it considers “delta” exposure, but also generate “alpha” gains via opportunistic investment. The core layer of the investment strategy drives the base return on a low risk asset-backed profile, while the alpha section of the fund seeks out the higher yields, utilising a low capital deployment ratio while leveraging deal flow opportunities.
The fund is seeking a targeted investment return of 9 per cent per annum gross with the net proceeds being 8 per cent after the investment management fee has been paid. The fund also anticipates paying additional bonuses of up to 15 per cent throughout the life term of the investment cycle based on investors’ retention.
“Today’s economic climate is one that, while considered volatile, also presents tremendous investment opportunity,” says Moore. “However, the status quo of investing is no longer effective in generating yield and high returns. We believe our architectural approach to funding, via commercialisation of emerging technologies or acquisitions of development sites, will enhance investment yields for both company shareholders and investors with a low-medium risk profile.”
“Over the past several years, the Carlton James group has provided above-market returns to our network of private investors, establishing our investment strategy as second to none,” says Calton. “Now, following the recent high-profile additions to our executive management and advisory teams, we are pleased to announce this international mutual fund offering that we are confident will provide a broader shareholder base with exposure to what we consider a winning formula for increased yield and high returns. We look forward to working with new investors and advisors around the world seeking an innovative, diversified investment opportunity to combat global market conditions.”
