Norse Viking 'turning point' Cape Hvarf Cape Wrath Lighthouse, North West Highlands Our differentiated value strategy profits from turning points in investors' analytical narratives and emotional journeys

Fund

The Fund has a new home! Further information about the ‘SVS Dowgate Cape Wrath Focus Fund’ can be found HERE.

Effective from 31st July 2024 Cape Wrath Capital Limited will no longer be the Delegated Investment Manager and Valu-Trac Investment Management Limited will no longer be the ACD for the Fund. For more information please see the Investor Circular.

Adam Rackley remains the manager of the Fund. See HERE for his comment on the move to Dowgate.

Factsheet to 31 July 2024

Broadside

Thoughts on value investing

Fund User Manual

News

Short Duration Value Investing

Merryn Somerset Webb, Adam Rackley
Merryn Talks Money Podcast
12 July 2024

Best Value UK Funds

Jean-Baptiste Andrieux
Trustnet
8 July 2024

Capitulations & Narrative Shifts

Jeremy McKeown, David Seaman, A. Rackley
In the Company of Mavericks Podcast
14 June 2024

Value Investing Masterclass

Adam Rackley, Bill Hench, Dan White
Asset TV Video
11 June 2024

UK Small-Cap Top Performer

Jonathan Miller
Morningstar
4 March 2024

Best Way to Run a Fund

Simon Evan-Cook
Medium
22 November 2023

Perfect Stock Picking Process

Simon Evan-Cook
Citywire
25 May 2023

Behavioural Value Masterclass

Paul Hill & Adam Rackley
Vox Markets Video
10 March 2023

Investing Lessons Learnt

Michael Taylor & Adam Rackley
Shifting Shares Video
10 October 2022

Backing Boutique Managers

Chloé Meley & Adam Rackley
Citywire Podcast
3 October 2022

Three Value Stocks

Adam Rackley
Money Week
29 September 2022

Performance Fees

Adam Rackley
FT Adviser
23 September 2022

Narrative Shifts

Adam Rackley
Capital Employed Podcast
22 September 2022

Capacity, liquidity, performance fees

Anthony Luzio
Trustnet
24 August 2022

Somero Enterprises (SOM:LN)                     

Richard Evans – Questor
The Telegraph
20 July 2022

Lowest Cost Active Funds

Abraham Darwyne
Trustnet
1 November 2021

‘Shop till you drop’

Adam Rackley
What Investment (page 16)
October 2021

‘Truly’ Active Funds

Simon Evan-Cook
Citywire
24 September 2021

VT Cape Wrath Focus Fund Profile

Lawrence Gosling
What Investment
20 July 2021

Funds Returning 50% Since ‘Vaccine Monday’

Rory Palmer
Trustnet
22 April 2021

Cape Wrath Capital Refunds Fees      

News Team
Fundtruffle
31 March 2021

Cape Wrath Capital Hands Back Management Fee

Gary Jackson
Trustnet
31 March 2021

Welsh Boutique Fee Rebate              

Mike Sheen
Investment Week
31 March 2021

Value Boutique Fee Rebate               

Kristen McGachey
Portfolio Advisor
31 March 2021

Premier Foods – Letter To The Chairman

Conor Sullivan
Financial Times
10 July 2017

Cape Wrath Focus Fund Profile

Merryn Somerset Webb
Money Week
17 March 2017

Not Investing Like Warren Buffett

Merryn Somerset Webb
Financial Times
20 January 2017

Salt, Sweat, Tears

Harry Ritchie
Daily Mail
13 March 2014