INVESTMENT MANAGEMENT
The foundation of our activities lies in origination and deal screening to determine the suitability of opportunities for our core portfolios. Assessment of risk is a critical consideration to determine baseline IRR and yield. We factor in these metrics but are not solely governed by it. We take a whole of portfolio approach in determining the suitability of opportunity. Once a project has been approved, we manage all aspects of an investment. We oversee this internally but will engage associates on specific areas of expertise and in particular relating to tax efficiency and holding structure.
The latter is determined in conjunction with our Limited Partners and includes domiciles in Jersey, Channel Islands, Australia, Luxembourg, Cayman Islands.
The path chosen is that which we and our capital partners determine to be most suitable from a compliance and tax efficiency perspective. Capital is returned through cash distributions and liquidity events. We have a inhouse investment team as well as hotel and asset management teams to develop a model that will project to a point where we have a viable exit strategy to implement. This forms the basis of the investment i.e. a defined pathway from asset acquisition through to a planned exit. The hold period will be in line with market expectations of 4 -7 years.