Private Equity

With a core emphasis on fundamental research and the preservation of capital in periods of market stress, our equity alternatives strategies seek to capitalise on pricing anomalies and idiosyncratic opportunities within a defined risk management framework.

Global Equity

A multi-portfolio long short equity strategy, managed by specialist portfolio management teams, seeking to combine fundamental investing in research-driven opportunities with a pro-active approach to trading.

Thematic Long Short Equity

A European mid-cap focused, dynamically managed low-net strategy that combines robust fundamental and thematic analysis with active trading.

EMEA Long Short Equity

A long short equity strategy investing in liquid large caps principally in Eastern Europe and the MENA region. This overlooked and diverse region offers an abundance of mis-priced idiosyncratic and thematic investment opportunities.

Event Driven Equities

Seeking to capitalise on arbitrage opportunities surrounding primarily European corporate events including mergers and acquisitions, spinoffs and restructurings.

 Loan

 We pool investor funds with our own to make bespoke short-term and long-term loans secured by properties and personal contribution. We offer different fixed rates of return depending on the amount and term of the investment, paying between 1.8% to  4.5% per years for a minimum of £500,000 over a period of 1 to 12 years. 

Our guiding principle is 'sensible financing'. We take a pragmatic approach to lending, fully exploring where the risks lie and how they can be managed. We understand the importance of rigorous risk management, and our highly experienced team adopts a hands-on policy for every loan we make. When considering a new loan, our credit committee ensures that we only lend to people who can afford to repay us and that all loans are secured with a minimum personal contribution of 10% and by assets with a maximum loan-to-asset value of 30%.

This is why we have recorded zero investor losses since we founded  in 1999. The founders of Carisbrooke Investments LP invest their own money alongside yours. We meet borrowers personally, assess the case for finance in detail, and take security on property for which we understand the market value. Our investment fund consists of over 80 individual investors, as well as the founders and their family members, who together make up about twenty percent of our total fund. 

Once the loan is in place, we collect all the interest and principal repayments from the borrower. 

If you would like to be part of Carisbrooke Investments LP and our business of sensible finance Contact us to get in touch.