Like most others, we aim to grow wealth for the co-investors in the Aligned Capital Partnership Investment Trust. Despite this common objective, we are different to many others in several key respects, the most important of which is that of complete and uncompromised alignment.

• The entire worth of my family is invested in the Aligned Capital Partnership Investment Trust and will always be its largest investor, invested on the same terms and in the same class of units as all other co-investors. The only class that will ever exist.
• The only fee payable by co-investors is a performance fee of 20% for returns exceeding 7% p.a. compound. All performance fees earned are re-invested in the Aligned Capital Partnership Investment Trust.
• We are structured such that the investment manager of the Aligned Capital Partnership Investment Trust can not be sold to another money manager. That way our co-investors will not wake up to someone else managing their money whilst we are catching a plane to the nearest beach. Our co-investors can sack us, but we won’t sell them.
• We have and will ever only have one strategy. The sole focus is on investing well – not diverting any time, effort, and resources on the gathering of assets and the development of additional investment strategies that might be considered desired at points in time. For most investment managers the skill of attracting money is more important than the skill of managing money. That is not the case here, and the Aligned Capital Partnership Investment Trust is structured accordingly.
• We understand the importance and value of selecting the right co-investors. The Aligned Capital Partnership Investment Trust is a very long-term investment. We do not think it is suitable for investors with time frames less than five years. We also do not think it is suitable for investors overly conflicted with principal-agent issues. If that is at all uncomfortable then, we suspect, the Aligned Capital Partnership Investment Trust is not for you.
• In the absence of past precedent, we need to have enough reason to believe that potential co-investors possess a long-term business-owner orientation, like that of ourselves. Without this clarity, we risk initiating disagreeable relationships founded on shaky foundations. We will rather have a handful of carefully curated relationships that persist over several years, than hundreds of relationships that revolve often. We will never actively solicit clients. We will have no sales teams or distributors. Building a larger client count or asset base does not add to our contentment. We know that the best way for us to attract quality co-investors is to be one!
• We pay strict attention to potential conflicts of interests, avoiding them when possible and dealing fairly with them when not. We will always put our co-investors’ interests ahead of our own and treat all co-investors equally, never leaving anyone with grounds for complaint.