A Firm With A Different Blueprint

The founding partners established the firm based on the following core beliefs:

1. As financial services become more and more dominated by ever larger integrated banks and other large financial institutions, aiming to offer a wide scope of services, there is room for a small firm with a very high level of professionalism and integrity, and a major focus on clients and relationships.
2. Despite the considerable value destruction during the recent bear market, the prevalent investment methodologies employed by fund managers continue to be based on relative return strategies. While the understanding and adoption of absolute return strategies is slow to become more widely established in traditional fund management, Carlton Capital Partners has an uncompromising focus on protecting its clients’ assets and maximising returns in every market condition.
3. A portfolio invested in the best managers chosen across the market will produce consistently higher risk-adjusted returns than traditional in-house managed portfolios. An experienced team that devotes its full-time attention to identifying and monitoring outstanding managers, active portfolio construction and risk management will add a lot of value to the investment process.
4. Demand for high quality portfolio managers significantly exceeds capacity. Nurturing a long-term relationship with the best managers requires an in-depth understanding of what they do and how the industry works. Access to each managers’ most successful strategies is built gradually on mutual respect over many years.
5. As a dedicated investment manager, Carlton Capital Partners maintains a strict code of confidentiality and is especially diligent in avoiding conflicts of interest.