MGTS Capel Diversified Opportunities Fund

An essential portfolio building block; delivering optimised risk-adjusted returns, uncorrelated to traditional Equity and Bond benchmarks with low volatility.

Services

Expanded into new regions

+40%

Boosted business performance

+$5.1M

Optimized capital allocation

+28%

Faster market entry

+33%

About the project

Date

Overview

An essential portfolio building block; delivering optimised risk-adjusted returns, uncorrelated to traditional Equity and Bond benchmarks with low volatility.

Industry

Real Estate & Development

Timeline

5

Months

Services

The Challenge

Expand into 3 new markets while increasing revenue by 35% without compromising financial stability

UrbanEdge Co. aimed to expand into multiple new regions but lacked a structured financial plan to support growth. Limited forecasting, unclear resource allocation, and scalability concerns made expansion risky. They needed a clear strategy to manage growth efficiently while maintaining financial control.

The Challenge

Expand into 3 new markets while increasing revenue by 35% without compromising financial stability

UrbanEdge Co. aimed to expand into multiple new regions but lacked a structured financial plan to support growth. Limited forecasting, unclear resource allocation, and scalability concerns made expansion risky. They needed a clear strategy to manage growth efficiently while maintaining financial control.

The Result

Achieved 40% market growth with $5.1M revenue increase across 3 new regions through structured expansion strategy

Successfully expanded into 3 new regional markets within 5 months

Revenue increased from $12.5M to $17.6M during expansion

Resource allocation efficiency improved by 28%

Time-to-market reduced by 33% with streamlined planning

Maintained strong financial stability during rapid growth

“Working with the team gave us clarity and control over our finances. We now make decisions with confidence and scale without uncertainty.”

Olivia Chen

Daniel Carter

Director of Operations, MGTS Capel Diversified Opportunities Fund

Chief Financial Officer

Explore more results

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+10.58%

Growth since launch

£189.1m

Optimized operational spending

MGTS Downing Active Defined Return Assets Fund

Optimizing financial structure for scalable growth

+10.58%

Growth since launch

£189.1m

Optimized operational spending

MGTS Downing Active Defined Return Assets Fund

Optimizing financial structure for scalable growth

+10.58%

Growth since launch

£189.1m

Optimized operational spending

Trusted by leading companies worldwide

Defined investing. Liquid Alternative solutions.

We partner with multi-asset investors to optimise risk and return outcomes that harness modern strategies across derivatives, alternatives and traditional assets.

Capel Asset Management Limited does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Capel Asset Management Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 1057826). Registered in England No. 17191384. Capel Asset Management is a registered UK trade mark (UK00004391487). Registered Office: Capel Asset Management, 20 North Audley Street, London, W1K 6WE.

© 2026 Capel Asset Management. All rights reserved.

Defined investing. Liquid Alternative solutions.

We partner with multi-asset investors to optimise risk and return outcomes that harness modern strategies across derivatives, alternatives and traditional assets.

Capel Asset Management Limited does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Capel Asset Management Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 1057826). Registered in England No. 17191384. Capel Asset Management is a registered UK trade mark (UK00004391487). Registered Office: Capel Asset Management, 20 North Audley Street, London, W1K 6WE.

© 2026 Capel Asset Management. All rights reserved.

Defined investing. Liquid Alternative solutions.

We partner with multi-asset investors to optimise risk and return outcomes that harness modern strategies across derivatives, alternatives and traditional assets.

Capel Asset Management Limited does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Capel Asset Management Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 1057826). Registered in England No. 17191384. Capel Asset Management is a registered UK trade mark (UK00004391487). Registered Office: Capel Asset Management, 20 North Audley Street, London, W1K 6WE.

© 2026 Capel Asset Management. All rights reserved.