Technology as an Alpha Investment Vertical

Technology as an Alpha Investment Vertical

Identifying, funding, and supporting emerging companies in the technology (“tech”) space is an integral part of the Carlton James Group ABC (Alpha, Balanced, Core) investment strategy, and should be a strong consideration for family offices and their clients. Core and...
Preparing for the next market downturn

Preparing for the next market downturn

In times like these it can be a challenge to identify when a market may turn down, often sharply. I’ve talked previously in this space about the need for diversification as a protective action for your portfolio against downturn in a highly connected global market....

The Time is Right

How time flies! I remember the day I started work in the ‘’City” very well. It was September 1968, and having graduated from my university in June, I was offered a job with a London stockbroker, Montagu Loebl Stanley, a result of an introduction by the well-connected...

Introducing the Carlton James Diversified Alpha Fund

In the many years that Carlton James has been developing opportunities for our shareholders, we have learnt a lot, but one notion always prevails – diversification in investment is key to a successful portfolio. I’m sure many of you will have read articles I...