Cliveden Capital Management - Our Forte: Growth Oriented Equity
At Cliveden Capital, we manage a portfolio of 25 high-risk, publicly traded securities. We do not hold cash positions and rarely invest in bonds. We employ leverage up to a maximum of +135% long, trade little, and never engage in market-timing. Options and leveraged ETFs are occasionally used. Our current target return objective is +12% nominal, +8% real.
Over the course of my 35-year career, I have developed a philosophy of minimal diversification. Many other managers are excessively diversified, leading to diluted investment returns—too many markets, too many trades, and too many market fads, all of which negatively impact long- term performance. Chasing market fads is a clear path to failure. We do not use commission-based products nor receive any form of compensation from financial product manufacturers, ensuring that our incentives align with your financial goals.
Cliveden does not take custody of client assets, nor have the authority to withdraw fees or funds. Your account remains fully accessible and liquid at all times. We impose no capital restrictions.
Our fee structure is performance-based. I earn more money only when you do. We require a minimum account size of $10 million, a total net worth requirement of $30 million, and clients with a higher risk tolerance. At Cliveden Capital, our interests are aligned to maximize long-term wealth.
- Investors
- 8 relationships, 38 accounts
- Asset Under Management
- $125 Million
- Founded
- 2013
- Initial Funding
- $7 Million