Alpha develops and creates managed investment funds to meet various wholesale and institutional investor appetites and profiles. All funds have been created with reference to the following guiding principles;
Equity, Trust and Respect
Investors have options and can select various fund managers and products. We appreciate that investors who invest in the Alpha funds place a great degree of trust in the Alpha Executive Team and its product design process. That trust will be respected.
With this overarching responsibility firmly at the forefront of our Team's thinking;
• We design products that we ourselves would invest in, in fact we invest our own money in all funds.
• Management does not disrespect investors by diluting investor funds with unnecessary management fees.
Management is only rewarded on outstanding performance.
• We design products to preserve investor capital. We do not take reckless risks in investment and design
all products with key capital risk mitigation mechanisms. See individual product Investor memorandum
for more detail.
Transparency and Alignment
Funds have been designed to clearly articulate all returns and associated risks. Structures have been designed to ensure investors clearly understand all opportunities and possible outcomes. Our funds do not engage in opaque structuring designed to advance an agenda or interest beyond or distinct from our investors.
Ethical Investment –social and community conscience
Alpha does not invest in companies which transact in immoral and unethical industries or industries associated with the economic exploitation of people. Specifically the Alpha funds exclude capital investment or leasing solutions in companies which directly target or who are heavily exposed to the sex industry, gaming industry, arms and munitions industries and companies or industries associated with child labour exploitation. |
