Carlton James Diversified Alpha Fund - Philosophy
Carlton James Diversified Alpha Fund is a regulated Mutual Fund designed to provide investors with results that exceed market expectations and create yield factors, while simultaneously protecting and managing against risk.
Carlton James Diversified Alpha Fund
The Carlton James Diversified Alpha Fund (DAF) is a mutual fund designed for customers seeking to protect their capital from market volatility. DAF achieves this through diversification into investments uncorrelated to the financial markets, such as debt, private equity or commercial funding. This enables the fund to see consistent returns regardless of economic conditions.

Carlton James utilise their cost-effective structure, network and the ability to construct smaller ownership positions that make the same funding opportunities extremely flexible and profitable versus the traditional financing models. The Carlton James architectural approach to funding, be it the commercialization of technology or the acquisition of development sites, engages a mosaic of ownership, workable commercials, a structured financing process, and ultimately the investment being satisfactorily secured through the issuance of a collateralised debt note. This combined approach and strategy offers enhanced investment yields for both company shareholders and investors with a low-medium risk profile.

Carlton James Diversified Alpha Fund
The Carlton James Diversified Alpha Fund (DAF) is a mutual fund designed for customers seeking to protect their capital from market volatility. DAF achieves this through diversification into investments uncorrelated to the financial markets, such as debt, private equity or commercial funding. This enables the fund to see consistent returns regardless of economic conditions.

Carlton James utilise their cost-effective structure, network and the ability to construct smaller ownership positions that make the same funding opportunities extremely flexible and profitable versus the traditional financing models. The Carlton James architectural approach to funding, be it the commercialization of technology or the acquisition of development sites, engages a mosaic of ownership, workable commercials, a structured financing process, and ultimately the investment being satisfactorily secured through the issuance of a collateralised debt note. This combined approach and strategy offers enhanced investment yields for both company shareholders and investors with a low-medium risk profile.

Investment Strategy – Core Layer

Maximise the gains and profits on investment.

Minimise the potential risks.

Deliver investment solutions that provide value in all market conditions.

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