The fund sees opportunities where other investors have over-reacted to events and valuations no longer reflect fundamentals. The founder invests his net worth in the strategy, which has a hard close to protect performance.
The SVS DW Cape Wrath Focus Fund is available on the following platforms:
The investment objective of the Fund is to generate capital growth over the long term by typically investing at least 70% in a concentrated portfolio of UK listed equities.
The Fund follows a value philosophy, looking for situations in which investors have overreacted to events and valuations no longer reflect company fundamentals. The best opportunities often are found after a period of disappointment has created emotional reasons not to invest. Every investment requires a clear catalyst, which impacts on earnings, or the multiple the market applies to those earnings.
After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a small cap income fund. Leaving the City in 2010, he taught the CFA qualification at BPP, and later managed equity research teams for CRISIL in Mumbai. In 2015 Adam returned to London and set-up Cape Wrath Capital. He has degrees in Philosophy, Politics &Economics, and Finance & Financial Law. Adam has served as a platoon commander with the 1st Battalion Black Watch and is the Principal at Curzon Financial Training. In his free time, Adam enjoys making marmalade and spending time outdoors with his children. He once took six months off to write a book (‘Salt, Sweat, Tears’), and has swum the Channel, rowed the Atlantic, cycled Lands End to John o’ Groats and run across England, Scotland and Wales.
A fund is an investment that pools together the money from many individual investors. Fund managers then invest this money in a wide range of shares according to the objective of the fund. Each investor is issued units, which represent a portion of the holdings of the fund. These units can be bought or sold on a daily basis.
Funds are a popular choice with investors because they offer access to a ready-made investment portfolio that is managed by a sector specialist. You get instant access to a diversified portfolio for a much lower cost than purchasing the individual investments yourself and an improved liquidity profile with daily dealing.
Please find our monthly fund factsheets here and Key Investor Information Document (KIID) below:
Please find our Prospectus here and Annual Report & Accounts here (coming soon).
Our funds are available by opening an account directly with us, through your Financial Advisor if they manage your investment portfolio or through retail platforms such as Hargreaves Lansdown, Interactive Investor and AJ Bell. If your platform is not listed, please submit your enquiry to funds@dowgate.co.uk.
These share classes represent different units of the same fund.