The Interview
OLIVER HARRIS CEO of
“Our unique approach sees us invest in the business as well as the property: buying both gives the fund complete control and brings with it many benefits, from economies of scale and other profit making opportunities to the ability to ensure high quality care.”
Oliver Harris is the Managing Partner of Montreux Capital Management, a specialist Swiss investment firm that he established in 2010 to offer a platform of alternative, real asset Fund strategies to market.
What more can you tell us about Montreux Capital Management?
We Introduce Funds to some of the world’s most respected global institutions and private clients, Montreux understands the importance of a disciplined and sustainable approach in the investment process. By focusing on specialist asset classes and strategies, Montreux Funds aim to consistently generate returns regardless of movements in Equities, Bonds and the wider property markets.
The Montreux Care Home Fund gives investors the opportunity to access the UK’s Residential and Specialist care home sector. This is a rewarding sector which promises long-term capital growth and sustained income based returns for investors from the highly cash generative assets. While the property market has shown dramatic volatility in recent years, one sector has consistently resisted trends. The fund capitalises on the rising demographics creating a high demand for care homes, creating a niche, low-risk, low-volatility area for investment offering consistent returns. The Fund is now involved with in excess of $100M worth of assets.
Our unique approach sees us invest in the business as well as the property: buying both gives the fund complete control and brings with it many benefits, from economies of scale and other profit making
opportunities to the ability to ensure high quality care. The operations are managed through our care home arm Montreux Living. Opportunities in this sector have never been better as we are considerably cash richer than many of the other large operators in the industry, facilitating a market in our favour.
The Montreux Commodity Trading Fund makes profits through small arbitrage transactions made on physical commodity forward priced contracts in short turnaround cycles.
The Fund’s strategy fixes the buy and sell price at the same time. The Fund buys contracts at a discount and sells with a margin based on the same day pricing (e.g. for gold this would be the LBMA pm spot), so the Fund is not exposed to the fluctuating prices of the Underlyings
What more can you tell us about your recent acquisition of ACH and the benefits it brings to Montreux Capital Management?
The Montreux Care Home Fund purchased the ACH Care Group as part of a joint venture with KTN, a multi-family office, and the global investment banking giant Macquarie. The group has 25 homes.
The acquisition diversifies our offering within the growing Care Sector; specialist Care provision such as Learning Disabilities (LD) cater to people with different needs to say Residential and Nursing Care which are also in the Portfolio. The deal involved several strategic Partnerships which can only enhance our standing in the market place and presents further
opportunities for our supporters in the future.
How will this acquisition enhance your offering to clients?
The diversification means our Investors are not exposed to a single form of Care. We now have fee yield being generated by affluent Private residents and sustainable, Government backed contracts. These specialist areas of care bring about higher fee yields increasing the cash generation across the group with inflation proofed long term income.
What does the future for Montreux Capital Management?
The Fund has now approached a size and track record which makes it very appetising solution for institutions looking for inflation protected, income producing Alternative Beta within their portfolios which we are looking to captalise on this year.
CONTACT:
Email:
info@montreuxcm.com Web:
www.montreuxcm.com
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