Cape Wrath Capital
VT Cape Wrath Focus Fund
UK-domiciled OEIC, investing in quoted UK securities, using the proprietary BAIT framework
Low Cost Active Management
0.45% TER cap
All research costs paid for by Cape Wrath Capital
Conviction Drives Alpha
Concentrated 20 stock portfolio
Differentiated value strategy
Client and Manager Interests Aligned
Hard close at £200m to protect performance
Founder’s net worth invested in the fund
Further information
Further fund information and an application form is available on the Valu-Trac Investment Management Limited website. view >
Low Cost Active Management
0.45% TER cap
All research costs paid for by Cape Wrath Capital
Conviction Drives Alpha
Concentrated 20 stock portfolio
Differentiated value strategy
Client and Manager Interests Aligned
Hard close at £200m to protect performance
Founder’s net worth invested in the fund
Further information
Further fund information and an application form is available on the Valu-Trac Investment Management Limited website. view >
Low Cost Active Management
0.45% TER cap
All research costs paid for by Cape Wrath Capital
Conviction Drives Alpha
Concentrated 20 stock portfolio
Differentiated value strategy
Client and Manager Interests Aligned
Hard close at £200m to protect performance
Founder’s net worth invested in the fund
Cape Wrath
Further information
Further fund information and an application form is available on the Valu-Trac Investment Management Limited website. view >
Broadside
Thoughts on value investing
The Team

Adam Rackley, CFA
After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund. Leaving the City in 2010, he taught the CFA qualification at BPP, and later managed equity research teams for CRISIL in Mumbai. In 2015 Adam returned to London and set-up Cape Wrath Capital. He has degrees in Philosophy, Politics & Economics, and Finance & Financial Law. Adam has served as a platoon commander with the 1st Battalion Black Watch and is the Principal at ‘Alpha Coach’, a leadership programme for portfolio managers. In his free time, Adam enjoys making marmalade and spending time outdoors with his children. He once took six months off to write a book (‘Salt, Sweat, Tears’, Penguin), and has swum the Channel, rowed the Atlantic, cycled Lands End to John o’ Groats and run across England, Scotland and Wales.

Anders Jegers, CFA

Martin Henderson
Valu-Trac Investment Management
Cape Wrath Capital is an Appointed Representative of Valu-Trac Investment Management Limited, which is the Authorised Corporate Director (ACD) and Investment Manager of the VT Cape Wrath Focus Fund. Cape Wrath Capital is the Sponsor to the VT Cape Wrath Focus Fund and has been appointed by the ACD to act as the Investment Advisor to the Investment Manager. The ACD administers over £7bn of assets comprising of a number of funds.