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Elite LWM East-West Value Fund
Introduction ,[object Object],[object Object],[object Object],[object Object]
Background ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Value Investment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Value Investment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Value Premium   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Exploiting the Current Market ,[object Object],[object Object],[object Object],[object Object]
Elite LWM East-West Value Fund ,[object Object],[object Object],[object Object],[object Object],[object Object]
LWM 3-Year Performance History   1 Year 2 Years 3 Years LWM 6.75% 7.49% 46.65% FTSE -40.09% -37.19% -25.72% MSCIW -46.45% -38.40% -25.84% DJIA -38.73% -30.91% -19.00% S&P 500 -42.16% -36.35% -26.41% Nikkei -53.24% -54.42% -42.90% DAX -45.13% -31.24% -12.35% CAC -43.72% -40.91% -27.62%
Daily Returns & Volatility
LWM Research Process 1. Multiple screens for global markets using value metrics designed to uncover classic value and turnaround stocks   2. Remaining companies assigned amongst analysts to eliminate  unsuitable companies 3. Analysts write full reports on all remaining companies, eliminating those that emerge as unsuitable 4. Reports are presented and each member of the investment management team   has the right to veto any company  they deem unsuitable 5. Companies graded – only companies achieving a certain average grade are put forward for inclusion   6. Remaining companies sorted for diversification and only accepted if superior to existing portfolio holdings LWM Global Portfolio Stage 1 Stage 2 Stage 3 Stage 4 Stage 5 Stage 6
What Are We Looking For?  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Fund Availability  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
To Conclude  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
Stocks Under Consideration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Current Market Conditions ,[object Object],[object Object],[object Object],[object Object],[object Object]
Elite LWM Portfolio Fund Prospectus/Structure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Elite LWM Value Portfolio Fund/Structure ,[object Object],[object Object],[object Object],[object Object],[object Object]
Elite LWM Value Portfolioi Fund/Structure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Elite LWM Value Portfolio Fund/Structure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Elite LWM Value Portfolio Fund/Structure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Elite LWM Value Portfolio Fund/Structure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Elite LWM Value Portfolio Fund/Structure ,[object Object],[object Object],[object Object],[object Object],[object Object]
Elite LWM Value Portfolio Fund/Structure ,[object Object],[object Object],[object Object],[object Object],[object Object]
Elite LWM Value Portfolio Fund/Structure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Elite LWM Value Portfolio Fund/Structure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Elite East West Value Fund

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  • 2. Elite LWM East-West Value Fund
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  • 11. LWM 3-Year Performance History   1 Year 2 Years 3 Years LWM 6.75% 7.49% 46.65% FTSE -40.09% -37.19% -25.72% MSCIW -46.45% -38.40% -25.84% DJIA -38.73% -30.91% -19.00% S&P 500 -42.16% -36.35% -26.41% Nikkei -53.24% -54.42% -42.90% DAX -45.13% -31.24% -12.35% CAC -43.72% -40.91% -27.62%
  • 12. Daily Returns & Volatility
  • 13. LWM Research Process 1. Multiple screens for global markets using value metrics designed to uncover classic value and turnaround stocks 2. Remaining companies assigned amongst analysts to eliminate unsuitable companies 3. Analysts write full reports on all remaining companies, eliminating those that emerge as unsuitable 4. Reports are presented and each member of the investment management team has the right to veto any company they deem unsuitable 5. Companies graded – only companies achieving a certain average grade are put forward for inclusion 6. Remaining companies sorted for diversification and only accepted if superior to existing portfolio holdings LWM Global Portfolio Stage 1 Stage 2 Stage 3 Stage 4 Stage 5 Stage 6
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