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

'Long winter' for value investors

Mike Sheen
clock • 2 min read

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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