Welsh boutique Cape Wrath Capital refunds management fees as 'thank you'

'Long winter' for value investors

Mike Sheen
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All existing and new investors from 1 April 2021 until 31 March 2022 will be refunded
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All existing and new investors from 1 April 2021 until 31 March 2022 will be refunded

Cape Wrath Capital is set to refund its annual management charge (AMC) to investors of its high conviction UK equity fund as a "thank you to investors for their commitment in a turbulent market environment".

The Welsh investment boutique's VT Cape Wrath Focus fund will fully rebate its AMC for all existing and new investors from 1 April 2021 until 31 March 2022, within its GBP A share class. Garraway's Schembri: There's value somewhere in value A £6.5m AUM OEIC fund, VT Cape Wrath Focus aims to generate capital growth over the long term by typically investing at least 70% in a concentrated portfolio of UK listed equities. It follows a value philosophy, "looking for situations in which investors have over-reacted to events and valuations no longer reflect company fundamentals", accordin...

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