AI Hedge Awards 2017

24 Acquisition International - Hedge Fund Awards 2017 Carlisle Management Company Best Global Investment Management Firm & Best Long Term Growth Fund (1 Year): Carlisle Luxembourg Life Carlisle Carlisle Management Company SCA specializes in, both, open-ended investment funds and related private equity fund transactions within the alternative asset sector. We caught up with CEO Jose Garcia to learn more. Company: Carlisle Management Company Name: Jose C Garcia, CEO Email: [email protected] Web: www.cmclux.com www.luxlf.com Address: 9 rue Sainte Zithe. 1st Floor Luxembourg L-2763 Phone: +352 268 453 59 HF170035 Carlisle Management has been based in Luxembourg since 2008, where it established its headquarters and fund domicile due to the small country’s reputation as home to one of the world’s most stringent and well-regulated financial systems for alternative assets. Over the years, Carlisle has diligently strived to provide a wide variety of clients, with access to insurance-linked investment products by offering intelligent alternative fund management solutions designed to work with a wide array of institutions, corporations, public funds and high-net-worth individuals. Jose discusses the firm’s service offering in more detail, outlining how it protects investors from excessive risk and market volatility. “At Carlisle we believe that offering investors access to asset types outside the traditional range of choices (i.e. equities, bonds, money markets) helps further diversify their portfolio, therefore helping to mitigate the overall risk level. Our company’s flagship product, The Luxembourg Life Fund, focuses on life settlements, an asset class that holds an uncorrelated relationship with traditional economic drivers such as interest rates, stocks and bonds. This allows us to focus on minimizing the specific risks of the particular underlying assets and do so without an elevated degree of concern regarding what might be happening in the overall economic environment at that moment.” While many financial institutions try to provide disparate services, Carlisle believes that having a tireless focus is the right strategy. The company has developed, initiated, distributed and managed investments specifically for institutional investors and financial intermediaries within very niche sections of the alternative assets space. Jose outlines in detail how the firm’s niche sector allows it to offer innovative services which meet its client’s needs. “After years of assisting institutional clients in the development, structuring and management of captive investment vehicles, Carlisle became aware of a lack of products which could offer long term growth focused investments within the life settlements space to investors who did not have enough capital to efficiently build their own captive structure, yet were interested in this minimally correlated asset class. From this, their flagship investment vehicles, the Luxembourg Life Fund: Long Term Growth Fund FCP SIF was born, lending its open ended structure to investors who wished to participate in a larger pool of life settlements while maintaining a higher liquidity profile.” Moving forward, Jose is optimistic about the future of the company as it seeks to capitalise on increased interest in its innovative strategy. “Looking ahead, 2017 is set to be another monumental year for Carlisle. As exposure and investor interest grows, we plan to use this momentum to bolster our already formidable footprint in the marketplace and form new strategic partnerships that will enforce our firms forward thinking philosophy and help us remain at the forefront of the industry. It is our intention to continue playing a strong leadership role in the life settlements industry, by innovating and promoting education and asset awareness.”