The preservation of investor’s capital is paramount. We constantly strive to ensure sustainable returns on investment. Our investment philosophy and risk management are based on several key principles.
Applying fundamental and technical analysis
A combination of fundamental economic indicators and market data are analyzed to evaluate economic conditions. This analysis informs and drives our long term strategies and short term tactics to navigate the evolving currency market. Profitable correlations and relationships between currencies and commodities, along with price divergences, can be identified in the global marketplace with a view to take advantage of major trends and minor price reversals.
Investment Limitations and Restrictions
The Fund will invest up to 30% of its Assets Under Management in one currency. A restriction to minimize the exposure to one currency as part of the diversification policy.
The Fund will proactively attempt to limit downside risk in three ways:
- by constructing a portfolio of diverse assets;
- by choosing to invest in those assets that have a sound risk-management profile; and
- by mitigating the business risk associated with currency investments.
Value at Risk (VaR) methodology is used in accordance with all the relevant AIF rules and regulations.
Seeking and identifying investment opportunities
The success of the investment activities of the Fund will depend on the Manager’s ability to identify investment opportunities, exploit price discrepancies in the financial markets and assess the importance of news and events that may affect the financial market conditions. Assessment of the current conditions allows us to maximise returns based on the identification and exploitation of investment strategies.