A Proposition For Family Offices Seeking Higher Returns

The Opportunity

For some family offices prepared to segment capital, our proposition could represent a significant opportunity to ‘change the game’. Our intent is to enable such offices to transform their family and societal impact, materially and sustainably, by increasing invested capital to help achieve their aims.

Conventional risk asset-based propositions cannot be expected to offer compound rates of return of much more than 5% real and this will not allow many offices to contemplate a change of scale in a reasonable time frame.

In contrast, our proposition offers offices the option to invest over the longer term at three target compound gross rates of return of 20%, 30% or 40% per annum.

To illustrate the opportunity, a 10 year investment using conventional risk asset-based propositions and achieving a 7% compound return doubles invested capital. Talenta’s three propositions target capital increases in excess of 4 times, 10 times and 22 times over 10 years.

OFFICES

What Can We Do?

This proposition is specifically for family offices. It levies zero management fees, which erode returns annually. Performance fees of 20% are only levied at the end of the term. Talenta specialises in systematic futures trading strategies to offer leveraged compound returns, trading stock indices, bonds, currencies and commodities. Investments are transparent via a managed account owned by the office. Portfolios can be independently valued in real time, unlike with private equity investments. The investment manager is personally invested.

Our proposition is only suitable for those willing to take a longer term view and commit to investment terms of between 5 and 20 years. This approach means a higher risk-reward tolerance can be adopted, as funds do not need to be accessed immediately and inevitable market corrections can be navigated over time. By contrast, investors requiring short term access to funds often adopt a low risk-return tolerance in case there is a market downturn when they need funds. Over time, this incremental approach has a structural disadvantage for investors. Our proposition is designed to benefit those able to take a longer term view.

Our Aim

Our proposition is not suitable for all. We require family offices to develop a clear understanding of the risks and relative risks associated with our proposition prior to investing and to develop a clear appreciation as to whether this is right for them.

The aim of this overview is to invite interested family offices to explore further how we might contribute to helping them achieve their aims. Our expectation is that family offices would engage with us openly but also undertake a due diligence process prior to any investment. Any information shared will be treated in confidence.

FCA Regulation

Talenta Capital LLP is authorised and regulated by the Financial Conduct Authority, reference number 503146. Family Offices wishing to learn more are invited to contact Mark Bryant at Talenta Capital (mar[email protected]) to arrange an initial discussion.

Disclaimer

All information provided in this website is for general information only and should not be regarded as constituting an offer or a solicitation to buy or sell securities or any interest in a fund. It is expressly understood that nothing in this website constitutes investment or other advice and should not be relied on as such. Potential investors should always seek their own independent advice and should always bear in mind that the value of investments may go down as well as up and investors may not get back the amount invested, past performance is not necessarily a guide to future performance, rates of exchange may cause the value of investments to go down or up. Furthermore, different funds have different levels of risk and reference should be made to the relevant prospectus for further details of the financial commitments and risks involved with investing in a particular fund.