Who is the fund for?
Investors who want a long-term allocation to a concentrated global equity portfolio and who measure results over years. We manage capital for family offices, global institutions and high-net-worth individuals, alongside our own capital.
How are our interests aligned with yours?
- We invest our own capital alongside our investors, so every decision affects us directly.
- Performance fees apply only when the portfolio is above its previous peak (a high-water mark).
- Performance fees apply only after a 6% hurdle rate.
What do investors receive?
Quarterly letters
with results, new investments, sales and our reasoning.
Quarterly net asset value statements
from JP Morgan, the fund's administrator.
Annual audited financial statements
PwC audits the fund.
Direct access
We are available for calls and meetings in person.
The investor portal
for statements and fund documents: sign in.
How often can investors redeem?
The fund offers quarterly liquidity.
How do I get in touch?
Use the form below, or write to ir@phoeniciancapital.com. To receive our investment letters, ask in your message.