SPECIAL SITUATIONS

The Special Situations Programme provides investors with an actively managed portfolio of listed businesses where we believe there may be significant upside for investors.

Typically these will be listed companies where we believe the share price is undervalued given the company’s prospects or where market fundamentals may be depressing the shares despite the company having solid prospects for growth.

SPECIAL SITUATIONS

The Special Situations Programme provides investors with an actively managed portfolio of listed businesses where we believe there may be significant upside for investors. Typically these will be listed companies where we believe the share price is undervalued given the company’s prospects or where market fundamentals may be depressing the shares despite the company having solid prospects for growth.

 

Investment Strategy

The investment objective is to produce maximum investment returns from a portfolio of listed assets, to greatly outperform conventional benchmarks. With attention normally concentrated on the UK, we may seek additional investment opportunities from a number of countries. All income generated by the strategy is reinvested into the Portfolio.

Programme Structure

The RAW Special Opportunities Programme is a discretionary privately managed account administered by RAW Wealth Management Limited.  Assets are held in the name of RAW Wealth Management and are under the control of its Prime Broker. RAW Wealth Management Limited is regulated under the Protection of Investor legislation by the Guernsey Financial Services Commission.

Key Facts

 

NAME:
Special Opportunities Programme
INVESTMENT MANAGER:
RAW Wealth Management Limited
TARGET GROSS ANNUALISED TOTAL RETURN:
10%+
LIQUIDITY / REDEMPTION:
Monthly / 10 day notice
BASE CURRENCY:
GBP
ACCUMULATION / INCOME:
Accumulation
INVESTMENT VEHICLE:
Individual Managed Account (IMA)
PRIME BROKER:
ADM Investor Services International London
INCEPTION DATE:
March 2016
PROGRAMME DOMICILE:
Guernsey
EXPECTED ANNUALISED VOLATILITY:
20% – 80%
EXPOSURE MAXIMUM:
110%
EXPOSURE MINIMUM:
0%
MANAGER:
Richard Avery-Wright

Expected Risk Profile

Sensen

SenSen is one of the world’s leading suppliers of data-driven business process enhancement solutions. SenSen have built solutions combining video analytics and artificial intelligence data analytics for customers in Intelligent Transport Systems (ITS) and gaming in Australia, Canada, Europe, India, Singapore and UAE.

www.sensennetworks.com               Australia

Sensen

SenSen is one of the world’s leading suppliers of data-driven business process enhancement solutions. SenSen have built solutions combining video analytics and artificial intelligence data analytics for customers in Intelligent Transport Systems (ITS) and gaming in Australia, Canada, Europe, India, Singapore and UAE.

www.sensennetworks.com               Australia

+DISCLAIMER

Investments can go down as well as up. Even in a rising market there will always be short-term volatility which means that if the portfolio needs to be realised there is no guarantee that the Client will get back all the money invested. No guarantee of investment performance or income generation is given. Past performance is no guarantee of future performance.

Certain investment programmes we manage, including the Special Opportunities Programme, may have very high levels of concentration risk, therefore this lack of investment diversification may substantially increase the potential for capital loss.

The Manager seeks to mitigate investment risks by identifying opportunities with clear potential for success; and/or medium to longer term investment opportunities and holding those investments for longer periods with lower turnover in the portfolio than some other managers. The Manager also undertakes limited diligence on prospect companies and its directors before investing.

Please refer to our full Disclaimer for further investment disclosures.

NEWS

RAW Wealth Management Limited is licenced and regulated by the Guernsey Financial Services Commission.

RAW Wealth Management Limited is licenced and regulated by the Guernsey Financial Services Commission.

RAW Capital Partners Limited is the sister company of RAW Wealth Management Limited,
part of the RCP Holdings Limited Group.

RAW Capital Partners Limited is the sister company of RAW Wealth Management Limited, part of the RCP Holdings Limited Group.

© Raw Wealth 2018

© Raw Wealth 2018

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