Absolute focus on securing, protecting and growing shareholder returns, with CAMG rewarded in line with shareholder performance
“In his role in leading JLIF, Andrew and his team always sought to put shareholders’ interests as the highest priority in making investment and operational management decisions. This was demonstrated by the 10% pa average shareholder return during Andrew’s tenure”
(Paul Lester CBE – Chairman JLIF 2010 – 2017)
Being an independent investment advisor enables us make decisions solely for the enduring interest of the business. We fundamentally believe that the best sustainable solution to investment management is to always make the decision for the long-term benefit of the investors and stakeholders, not to focus on CAMG’s immediate outcome. Investment advisors often claim to focus on shareholder alignment and shareholder benefits, CAMG have real examples of going beyond into actual delivery. For the listed Fund, CAMG committed to using one tenth of the first tranche of fee to buy stock, giving the whole management team direct alignment with shareholders. We understand this to be unique in the sector for listed funds. On the private fund we are going well beyond the usual metrics for performance carry and creating greater alignment between the CAMG’s income and the absolute performance of the fund.
CAMG focus beyond the short term, driving enduring financial benefit for investors, developing a sustainable relationship with them and building a reputation and legacy for the longstanding success of the investments.