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OpeningAll Rounder Group

Mandate

One standard. Every sector.

Choose an industry. The questions change, because the setting changes. The tests do not. Nothing here is a portfolio, a product, or an invitation to invest.

Sector

Real assets

Property and other hard assets, underwritten as cash.

What we look for

  • A tenant or a use we believe.
  • An entry basis that does not require a rerating.
  • Capital expenditure and obsolescence inside the model.

Questions we ask

  1. 01Who is the real user in five years?
  2. 02What is the alternative supply?
  3. 03Is the yield cash, or accounting?

How we might structure it

Direct assets, and securities backed by them, where we can see the documents.

We would rather decline

A story about a location. We do not buy a postcode.

The structures named above are ways the firm is willing to think. They are not securities on offer. We do not publish holdings or a track record on this website.

Have a situation that does not fit a box?

That is the point of the mandate. Send the facts, not a sector label.

Enquire