Our Legacy

Principles that guide our decisions

A factual overview of the operating principles used by Berkeley Capital when reviewing and managing investment activity.

Continuity

Long-term decision making

Our approach is based on documented review, clear decision criteria and appropriate oversight. We focus on understanding what is being considered, how it is structured, what information is available and what risks are present.

We do not describe past performance on this website and no statement here should be read as a representation about future investment outcomes.

Evidence before assumption

Decisions are informed by available financial, commercial, legal and operational information.

Structure matters

Ownership, rights, liabilities, liquidity and counterparties form part of the review process where relevant.

Ongoing review

Monitoring is tailored to the nature of an investment and the information available to Berkeley Capital.