Track Record & Reporting

Clear reporting, on a regular schedule.

We believe investors should always have a clear picture of how their capital is performing. This page outlines how we report to our investors and what you can expect to receive as an investor with us.

Reporting

Regular, straightforward updates.

We report to investors on a consistent schedule, covering how capital has been deployed and how the relevant strategy is performing. Our reporting is written in plain language, focused on giving you an accurate, useful picture rather than unnecessary detail.

Periodic statements Strategy updates Annual review

Your package

Your reporting package.

Regular statements.

Periodic account statements showing your position and any income received.

Strategy updates.

Updates on how the relevant strategy is performing and how the underlying portfolio is developing.

Annual review.

A yearly review summarizing performance and outlook across the strategies you're invested in.

As our track record develops, we look forward to sharing it here in more detail.

Have questions about our reporting? Contact us →