May 1, 2023 Investor Call

In May 2023, Neil Shah, CIO of March Altus Capital Management, shared some reflections on his portfolio management experience after 10 years at the helm of March Altus.

Reflections on 10 Years of March Altus

Important Disclosures

The information provided  in this presentation does not constitute an offer to sell or a solicitation of an offer to buy any security, product, service or fund, including interests in a private fund (any such entity, the “Fund”) managed by March Altus Capital Management LP (the “Investment Manager” and together with its affiliates, “March Altus”), for which an offer will be made only by the applicable Confidential Offering Memorandum (as applicable, the “Offering Memorandum”) and only to qualified investors in jurisdictions where permitted by law.

The information presented is confidential and proprietary, and may not be used by – or on behalf of – you for any purpose other than evaluating an initial or continued investment in a Fund managed by March Altus Capital Management. The information may not be reproduced, copied, published, distributed or otherwise disclosed or made available to others without the express prior written consent of March Altus.

Certain information contained in this investor presentation constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology.  Due to various assumptions, risks and uncertainties, actual events, results or the actual performance of the Fund’s investments may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to invest based on these forward-looking statements.  Nothing contained in this investor presentation may be relied upon as a guarantee, promise, assurance or a representation as to the future. 

The information in this investor presentation is current as of the date listed on the cover page and is subject to change or amendment.  The delivery of this investor presentation at any time does not imply that the information contained herein is correct at any time subsequent to such date.

Certain information contained herein has been supplied to the Investment Manager by outside sources.  While the Investment Manager believes such sources are reliable, it assumes no responsibility for independent verification of such information and cannot guarantee the accuracy or completeness of any such information.

This investor presentation does not constitute an offer of interests or shares in the Funds to investors domiciled or with a registered office in the European Economic Area (“EEA”). None of the Funds, the Investment Manager or any of their respective affiliates currently intends to engage in any marketing (as defined in the Alternative Investment Fund Managers Directive) in the EEA with respect to interests or shares in the Funds.  Receipt of this investor presentation by an EEA investor is solely in response to a request for information about the Funds which was initiated by such investor. Any other receipt of this investor presentation is in error and the recipient thereof shall immediately return to the Fund, or destroy, this investor presentation without any use, dissemination, distribution or copying of the information set forth herein.

The distribution of this document may be restricted in certain jurisdictions. The information herein is for general guidance only, and it is the responsibility of any person or persons in possession of this document to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdiction.

All figures contained herein are shown in the base currency of the Fund (USD), may be unaudited and are subject to change.

Totals may not foot due to rounding.