Capricorn Funds

• Montrose Asset Management Limited is the investment advisor to the Capricorn Funds.
  
• This family of absolute return funds was established in 2000 and has achieved consistent capital growth with low levels of volatility.
  
• The Capricorn Funds’ strategies include multistrategy hedge fund of funds through to feeder funds into single hedge fund managers who are either closed to new investors or require high minimum investments.
  
• Since the launch of the Capricorn family of funds we have developed extensive experience in asset-based lending.
  
• Details of the Capricorn Finance Fund, which is an asset-based lending fund, can be accessed here.

Family Office Wealth Management

• Montrose Asset Management Limited provides bespoke wealth management services to family offices, fiduciaries and high net worth individuals.
  
• Capital is allocated to a wide range of carefully selected and continually monitored managers.
  
• The key focus is on wealth preservation rather than aggressive capital growth.
  
• Portfolios are diversified across different managers and strategies.
  
• Consolidated reporting is provided.
  
• Portfolios are constructed according to the risk profile of the underlying investor.
  
• Minimum portfolio size of US$3m.