Kamini Naidoo, Portfolio Manager for Alternative Investments at Momentum Investments, unpacks hedge funds. She explains that it is suitable for people who want something that is not catered for with the usual investment mandates.
Kingdom Ridge Capital's Hedge Fund Overviewingdomyuiot6
Basic & very brief talking point overview of hedge funds (created by Kingdom Ridge Capital) for a somewhat advanced audience (say college students) that are interested in a quick primer on hedge funds.
This document provides information about L&S Advisors, Inc., an investment counseling firm. It summarizes the firm's services and investment philosophy. L&S Advisors offers active portfolio management aimed at delivering absolute returns. They manage risk over market performance and believe this approach can achieve greater success for clients. The firm is focused on fiduciary responsibility, asset protection, and positive returns in any market condition.
Penta Capital is a private equity fund management company based in Glasgow and London that specializes in buyouts, buyins, and providing later stage development capital primarily to UK and Irish companies. The company was formed in 1999 and is owned and managed by its directors, who make all investment decisions. Penta focuses on businesses with strong management and high growth potential, with a preferred investment size of £5-25 million.
Altavista Wealth Management provides comprehensive wealth management services through an SEC registered investment advisory firm and trust services in association with a nationally chartered bank. They offer personalized financial planning, portfolio management, and trust administration. Their goal is to help clients achieve their financial objectives through customized strategies while maintaining independence and unbiased advice.
The document announces a new £125 million venture capital fund for businesses in North East England called Finance for Business North East. The fund will consist of 7 individual funds managed by different private sector fund managers, each targeting different types and stages of businesses. The goals of the fund are to invest in around 850 SMEs, generate over 5,000 new jobs, attract additional co-investment, and have a positive economic impact on the region.
Kamini Naidoo, Portfolio Manager for Alternative Investments at Momentum Investments, unpacks hedge funds. She explains that it is suitable for people who want something that is not catered for with the usual investment mandates.
Kingdom Ridge Capital's Hedge Fund Overviewingdomyuiot6
Basic & very brief talking point overview of hedge funds (created by Kingdom Ridge Capital) for a somewhat advanced audience (say college students) that are interested in a quick primer on hedge funds.
This document provides information about L&S Advisors, Inc., an investment counseling firm. It summarizes the firm's services and investment philosophy. L&S Advisors offers active portfolio management aimed at delivering absolute returns. They manage risk over market performance and believe this approach can achieve greater success for clients. The firm is focused on fiduciary responsibility, asset protection, and positive returns in any market condition.
Penta Capital is a private equity fund management company based in Glasgow and London that specializes in buyouts, buyins, and providing later stage development capital primarily to UK and Irish companies. The company was formed in 1999 and is owned and managed by its directors, who make all investment decisions. Penta focuses on businesses with strong management and high growth potential, with a preferred investment size of £5-25 million.
Altavista Wealth Management provides comprehensive wealth management services through an SEC registered investment advisory firm and trust services in association with a nationally chartered bank. They offer personalized financial planning, portfolio management, and trust administration. Their goal is to help clients achieve their financial objectives through customized strategies while maintaining independence and unbiased advice.
The document announces a new £125 million venture capital fund for businesses in North East England called Finance for Business North East. The fund will consist of 7 individual funds managed by different private sector fund managers, each targeting different types and stages of businesses. The goals of the fund are to invest in around 850 SMEs, generate over 5,000 new jobs, attract additional co-investment, and have a positive economic impact on the region.
Multicap funds invest in stocks across all market capitalizations, including large caps, mid caps, and small caps. This provides diversification across market caps and reduces risk compared to funds focused on a single market cap. Multicap funds are suitable for moderate risk-tolerant investors seeking exposure to opportunities across the entire market through a single fund. They provide flexibility to fund managers to invest in attractive companies regardless of market cap. For investors looking to start a systematic investment plan with a small monthly amount, a multicap fund is often the best choice as it allows diversified exposure to the overall market through one fund.
The document outlines an agenda for a seminar on increasing and preserving wealth. The agenda includes introductions, four strategies to increase wealth presented by Susan Hill, a Q&A session, a coffee break, four ways to preserve wealth presented by Nicholas Turner, six ways retirees ruin their finances presented by Nick and Susie, and another Q&A session followed by a lunch reservation. Susan Hill will discuss knowing your objectives, appetite for risk, efficient frontiers, and being tax efficient. Nicholas Turner will discuss preserving wealth.
This document discusses capital, investment, and the capital market. It defines capital as goods used for future production and identifies major types of capital including physical, social, intangible, and human capital. The capital market connects households who supply savings to firms that demand funds for investment. Firms evaluate potential investment projects by comparing their expected rates of return to costs of capital like the market interest rate. The level of interest rates influences which investment projects firms select.
2014 CFA Chicago Money Smart Week - Don Duncan and David BlanchettD3Financial
Don Duncan and Morningstar Head of Retirement Research David Blanchett are presenting “How to Maximize Your After Tax Wealth” through the CFA Society of Chicago in recognition of Money Smart Week 2014. The presentation will primarily be focused on major strategies one can implement to maximize their after tax wealth; including asset location, dedication and diversification. The presentation will be completely free to all who register and are interested in finding out how taxes impact financial planning and investment management.
A mutual fund pools together money from multiple investors to purchase a variety of securities like stocks, bonds, and money market funds, allowing common investors to access different investment types at low cost. Mutual funds are categorized based on their structure, nature, and investment objectives, and offer benefits like diversification, liquidity, and potential returns that beat inflation. Investors who own shares in a mutual fund benefit when the fund performs well through earnings and dividends, but also share in losses if the value of the fund decreases.
This document provides information about Investor Equities, a Luxembourg-based specialized investment fund (Sicav-SIF) that invests primarily in European small- and mid-cap stocks. It aims to outperform the market by avoiding poor companies and investing in growth stocks at reasonable prices. The fund follows a focused investment strategy of 20-25 stocks selected through fundamental analysis and uses criteria like profitability, management quality, and valuation. Since its launch, Investor Equities has outperformed similar international mutual funds marketed in Belgium, despite European small caps declining over the period.
The document summarizes the discussions from an Opalesque Roundtable event in London that took place in early July 2016. The roundtable included hedge fund professionals from firms like HSBC, Man Group, Schroders, Lutetia Capital, Eurex, and Societe Generale.
Key topics discussed included:
- How UK equity hedge funds were positioned going into the Brexit vote and their strategies in the aftermath.
- Views on the potential long-term risks of Brexit for UK-based hedge funds.
- Challenges of investing in hedge funds via small teams and different fund structures.
- Competition between fundamental equity managers and quant funds.
- Issues around hedge fund fees, capacity
The document discusses art investment vehicles and funds. It finds that the value of global assets under management in art funds is $2.25 billion. Art funds allow investors to pool resources to invest in art and provide diversification with relatively small capital commitments. However, they also lack transparency and track records. Early art funds from the 1900s and 1970s showed annual returns of 14.6% and 11.3% respectively. Due diligence of art funds is important to understand areas like governance, risk controls, and liquidation strategies. While some art funds have failed, interest continues to grow and more institutional investors may participate as the market matures.
The second presentation from Vienna Value Investing meetup, wee discussed value decomposition, how to estimate asset value and how to predict future earnings of a stock.
This document provides information about Roux Capital, a Paris-based advisor focused on private equity primary and secondary assignments in Europe. It summarizes Roux Capital's services in primary fund placements, secondary transactions, and the experience of its founder François Roux in private equity and mergers and acquisitions.
Korean Government's Support for Globalization of SMEs, Sung-gi Lee, KOTRA Bel...NALED Serbia
Mr. Sung-gi Lee, Director of Korean Agency for Trade and Investment Promotion in Belgrade, presented the work of the agency and its models of support for businesses and entrepreneurs.
Korean experiences were presented within the seminar SEE MIKTA: Innovation and Entrepreneurship, organized on 23 November 2017 in Belgrade, by NALED and embassies of MIKTA countries - Mexico, Indonesia, Korea, Turkey and Australia.
Switzerland is an attractive destination for investment funds including hedge funds. There are various laws that apply to Swiss hedge funds including the Collective Investment Schemes Ordinance. To set up a hedge fund in Switzerland, specific requirements must be met including pooling assets from investors and equal participation. Hedge funds can take forms such as a contractual fund or investment company. The registration process involves choosing a name, appointing officers, gathering investor money, registering the vehicle, and obtaining authorization from FINMA. Both qualified and non-qualified investors are allowed and taxation depends on the fund's structure.
Zack childress reviews optimal real estate investment portfolioZack Childress
Zack childress reviews an optimal real estate investment portfolio should balance both your goals and time. The investor must know to mitigate risk and at the same time should be in a position to diversify the portfolio optimally.
4 Strategies for Building a Strong Investment Portfolio in TX - www.TheTexasH...Leah Pomar
Building a strong investment portfolio takes smart financing, a keen eye for properties and an understanding of existing and future markets. Every real estate investor tends to find niche areas to invest in. However, here are 4 strategies for building a strong investment portfolio TX. With more experience, you will learn to master each strategy to improve your portfolio holdings.
The presentation is showing Mint It vision for future of self-directed investors in stock market. Please join our early adopters list via www.mintit.eu.
The document discusses the attributes of an ideal dividend participation including undervaluation, a stable and sustainable franchise, shareholder-friendly management, and strong capital allocation skills. It then outlines the proven strategy of a fund moving from investments in the Netherlands and Europe to a Luxembourg fund and then expanding to Asia in 2011.
Crown Venture Investment Fund's primary investment strategy is to assemble and manage a concentrated portfolio of U.S. common stocks at prices well below their investment value.
This document provides an overview of mutual funds and investing options in India. It discusses key concepts like inflation, asset allocation, and the benefits of mutual funds compared to other investment options. It then describes the different types of mutual fund schemes including equity, debt, hybrid, solution-oriented, and other categories. Specific fund types like index funds, ETFs, and international funds are also explained. The document aims to educate investors on mutual fund basics and determining the right funds and investment strategies based on their goals and risk tolerance.
Synergy FX Financial Markets
Australia welcomes you as a Significant Investor.
This is your invitation to access superior investment potential in Australia with leading broker Synergy FX Financial Markets, and gain Australian residential status.
A government initiative revised in July 2015, this visa program seeks to attract prominent overseas business people who have demonstrated experience and success in business or investment.
Synergy Financial Markets is perfectly positioned to assist you take advantage of this exciting opportunity.
Multicap funds invest in stocks across all market capitalizations, including large caps, mid caps, and small caps. This provides diversification across market caps and reduces risk compared to funds focused on a single market cap. Multicap funds are suitable for moderate risk-tolerant investors seeking exposure to opportunities across the entire market through a single fund. They provide flexibility to fund managers to invest in attractive companies regardless of market cap. For investors looking to start a systematic investment plan with a small monthly amount, a multicap fund is often the best choice as it allows diversified exposure to the overall market through one fund.
The document outlines an agenda for a seminar on increasing and preserving wealth. The agenda includes introductions, four strategies to increase wealth presented by Susan Hill, a Q&A session, a coffee break, four ways to preserve wealth presented by Nicholas Turner, six ways retirees ruin their finances presented by Nick and Susie, and another Q&A session followed by a lunch reservation. Susan Hill will discuss knowing your objectives, appetite for risk, efficient frontiers, and being tax efficient. Nicholas Turner will discuss preserving wealth.
This document discusses capital, investment, and the capital market. It defines capital as goods used for future production and identifies major types of capital including physical, social, intangible, and human capital. The capital market connects households who supply savings to firms that demand funds for investment. Firms evaluate potential investment projects by comparing their expected rates of return to costs of capital like the market interest rate. The level of interest rates influences which investment projects firms select.
2014 CFA Chicago Money Smart Week - Don Duncan and David BlanchettD3Financial
Don Duncan and Morningstar Head of Retirement Research David Blanchett are presenting “How to Maximize Your After Tax Wealth” through the CFA Society of Chicago in recognition of Money Smart Week 2014. The presentation will primarily be focused on major strategies one can implement to maximize their after tax wealth; including asset location, dedication and diversification. The presentation will be completely free to all who register and are interested in finding out how taxes impact financial planning and investment management.
A mutual fund pools together money from multiple investors to purchase a variety of securities like stocks, bonds, and money market funds, allowing common investors to access different investment types at low cost. Mutual funds are categorized based on their structure, nature, and investment objectives, and offer benefits like diversification, liquidity, and potential returns that beat inflation. Investors who own shares in a mutual fund benefit when the fund performs well through earnings and dividends, but also share in losses if the value of the fund decreases.
This document provides information about Investor Equities, a Luxembourg-based specialized investment fund (Sicav-SIF) that invests primarily in European small- and mid-cap stocks. It aims to outperform the market by avoiding poor companies and investing in growth stocks at reasonable prices. The fund follows a focused investment strategy of 20-25 stocks selected through fundamental analysis and uses criteria like profitability, management quality, and valuation. Since its launch, Investor Equities has outperformed similar international mutual funds marketed in Belgium, despite European small caps declining over the period.
The document summarizes the discussions from an Opalesque Roundtable event in London that took place in early July 2016. The roundtable included hedge fund professionals from firms like HSBC, Man Group, Schroders, Lutetia Capital, Eurex, and Societe Generale.
Key topics discussed included:
- How UK equity hedge funds were positioned going into the Brexit vote and their strategies in the aftermath.
- Views on the potential long-term risks of Brexit for UK-based hedge funds.
- Challenges of investing in hedge funds via small teams and different fund structures.
- Competition between fundamental equity managers and quant funds.
- Issues around hedge fund fees, capacity
The document discusses art investment vehicles and funds. It finds that the value of global assets under management in art funds is $2.25 billion. Art funds allow investors to pool resources to invest in art and provide diversification with relatively small capital commitments. However, they also lack transparency and track records. Early art funds from the 1900s and 1970s showed annual returns of 14.6% and 11.3% respectively. Due diligence of art funds is important to understand areas like governance, risk controls, and liquidation strategies. While some art funds have failed, interest continues to grow and more institutional investors may participate as the market matures.
The second presentation from Vienna Value Investing meetup, wee discussed value decomposition, how to estimate asset value and how to predict future earnings of a stock.
This document provides information about Roux Capital, a Paris-based advisor focused on private equity primary and secondary assignments in Europe. It summarizes Roux Capital's services in primary fund placements, secondary transactions, and the experience of its founder François Roux in private equity and mergers and acquisitions.
Korean Government's Support for Globalization of SMEs, Sung-gi Lee, KOTRA Bel...NALED Serbia
Mr. Sung-gi Lee, Director of Korean Agency for Trade and Investment Promotion in Belgrade, presented the work of the agency and its models of support for businesses and entrepreneurs.
Korean experiences were presented within the seminar SEE MIKTA: Innovation and Entrepreneurship, organized on 23 November 2017 in Belgrade, by NALED and embassies of MIKTA countries - Mexico, Indonesia, Korea, Turkey and Australia.
Switzerland is an attractive destination for investment funds including hedge funds. There are various laws that apply to Swiss hedge funds including the Collective Investment Schemes Ordinance. To set up a hedge fund in Switzerland, specific requirements must be met including pooling assets from investors and equal participation. Hedge funds can take forms such as a contractual fund or investment company. The registration process involves choosing a name, appointing officers, gathering investor money, registering the vehicle, and obtaining authorization from FINMA. Both qualified and non-qualified investors are allowed and taxation depends on the fund's structure.
Zack childress reviews optimal real estate investment portfolioZack Childress
Zack childress reviews an optimal real estate investment portfolio should balance both your goals and time. The investor must know to mitigate risk and at the same time should be in a position to diversify the portfolio optimally.
4 Strategies for Building a Strong Investment Portfolio in TX - www.TheTexasH...Leah Pomar
Building a strong investment portfolio takes smart financing, a keen eye for properties and an understanding of existing and future markets. Every real estate investor tends to find niche areas to invest in. However, here are 4 strategies for building a strong investment portfolio TX. With more experience, you will learn to master each strategy to improve your portfolio holdings.
The presentation is showing Mint It vision for future of self-directed investors in stock market. Please join our early adopters list via www.mintit.eu.
The document discusses the attributes of an ideal dividend participation including undervaluation, a stable and sustainable franchise, shareholder-friendly management, and strong capital allocation skills. It then outlines the proven strategy of a fund moving from investments in the Netherlands and Europe to a Luxembourg fund and then expanding to Asia in 2011.
Crown Venture Investment Fund's primary investment strategy is to assemble and manage a concentrated portfolio of U.S. common stocks at prices well below their investment value.
This document provides an overview of mutual funds and investing options in India. It discusses key concepts like inflation, asset allocation, and the benefits of mutual funds compared to other investment options. It then describes the different types of mutual fund schemes including equity, debt, hybrid, solution-oriented, and other categories. Specific fund types like index funds, ETFs, and international funds are also explained. The document aims to educate investors on mutual fund basics and determining the right funds and investment strategies based on their goals and risk tolerance.
Synergy FX Financial Markets
Australia welcomes you as a Significant Investor.
This is your invitation to access superior investment potential in Australia with leading broker Synergy FX Financial Markets, and gain Australian residential status.
A government initiative revised in July 2015, this visa program seeks to attract prominent overseas business people who have demonstrated experience and success in business or investment.
Synergy Financial Markets is perfectly positioned to assist you take advantage of this exciting opportunity.
Mutual funds pool money from investors and invest it in a portfolio of securities like stocks, bonds, and money market instruments. This allows small investors to access a diversified, professionally managed portfolio. There are two main types of mutual funds: open-ended funds that continually issue and redeem shares based on net asset value, and closed-ended funds that issue a fixed number of shares through an IPO that then trade on an exchange. Mutual funds are operated by asset management companies and overseen by a regulator. They provide benefits like accessibility, liquidity, diversification, and professional management.
HighTower Bethesda is a financial advisory firm founded in 2007 that provides wealth management services. It has over 50 advisor teams and 143 total advisors across 42 offices nationwide. HighTower uses a three-step process of analysis and planning, implementation and execution, and ongoing monitoring and management to provide clients with thoughtful financial guidance focused on generating risk-adjusted returns and meeting long-term objectives. The firm offers diversified portfolio solutions including stocks, bonds, alternatives, and customized strategies.
HighTower Bethesda is a financial advisory firm founded in 2007 that provides wealth management services. It has over 50 advisor teams and 143 total advisors across 42 offices nationwide. HighTower uses a three-step process of analysis and planning, implementation and execution, and ongoing monitoring and management to provide clients with thoughtful financial guidance focused on generating risk-adjusted returns and meeting long-term objectives. The firm offers diversified portfolio solutions including stocks, bonds, alternatives, and customized strategies.
HighTower Bethesda is a financial advisory firm founded in 2007 that provides wealth management services. It has over 50 advisor teams and 143 total advisors across 42 offices nationwide. HighTower uses a three-step process of analysis and planning, implementation and execution, and ongoing monitoring and management to provide clients with thoughtful financial guidance focused on generating risk-adjusted returns and meeting long-term objectives. The firm offers diversified portfolio solutions including stocks, bonds, alternatives, and customized strategies.
HighTower Bethesda is a financial advisory firm founded in 2007 that provides wealth management services. It has over 50 advisor teams and 143 total advisors across 42 offices nationwide. HighTower uses a three-step process of analysis and planning, implementation and execution, and ongoing monitoring and management to provide clients with thoughtful financial guidance focused on generating risk-adjusted returns and meeting long-term objectives. The firm offers diversified portfolio solutions including stocks, bonds, alternatives, and customized strategies.
Who we are
Established in 1984, We, RKFS, offer the best financial services to put the client first. We are an independent company in the financial consultancy sector, which aims to provide consultancy and the best guidance to every client to invest in creating a future with financial freedom for the client and their family and provide customized client services as per the requirement.
Invest in creating wealth and protecting your future.
In today's world, creating wealth for us and the future generation is essential. We at R K Financial Services Group (RKFS Group) truly believe in creating wealth for the present and future. Our target is to provide the best professional solution with a personal touch to each client.
With over 3.5 decades of experience in the financial sector, we are a one-stop shop for all your financial & investment management solutions delivered with the most personalized & professional attitude and transparent & ethical business practices.
Demat account is of paramount importance because the entire financial system of managing, trading, and investing in the stock market in India is now digital. Thus, Demat and trading accounts are the essential thing of the moment for providing users with an effortless experience. The same Demat account can be used for investments in stocks, a Demat account for mutual funds, a Demat account for bonds, and a Demat account for insurance in electronic form. This account helps the investor keep their investments in order and provides an easy way to purchase or sell any product they wish to trade in. A Demat account can be more than an account that holds securities. With the help of digitisation, it can contribute to transparency in the market and provide better regulation.
Mutual Funds Investments
A mutual fund is an investment product where funds from numerous investors are invested and actively managed by an expert fund manager. The fund manager can put this pooled amount to invest in stocks, bonds, gold, or any blend of these.
Contribute through Lumpsum and SIP
Low exchange cost
Enhancement of portfolio
Liquidity and Tax reductions
Increased chance of effective money management
www.rkfs.org
This document provides information on various mutual fund schemes offered by ICICI Prudential Mutual Fund, including the name of each scheme, what type of investors it is suitable for, the investment objective for each scheme, and a risk label for each scheme. There are various types of schemes, including open ended equity schemes, open ended income schemes, open ended liquid/money market schemes, open ended hybrid schemes, and open ended equity linked savings schemes. Each scheme is labeled with the type of investors it is most suitable for and its investment objective.
In the heart of Dubai, UAE, stands a financial institution renowned for its unwavering commitment to helping individuals and businesses secure their financial future. The National Bank of Fujairah (NBF) has become synonymous with excellence and trust, particularly in the realm of Investment Offerings. In this article, we'll delve into NBF's Investment Offerings and the world of alternative investment opportunities.
It is good to know the basics before making investments in Stock Markets. History has recorded scores of investors who have made fortune out of stock market. And if your investments are timed well, you could be the next fortune maker in the market.
Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm founded in 1970. It provides a comprehensive range of financial services to individual, institutional, corporate and not-for-profit clients. Bell Potter has grown to over 600 staff operating across 13 offices in Australia as well as offices in London and Hong Kong. The document introduces Bell Potter's services including technical financial advice, superannuation, portfolio lending, portfolio administration, domestic and international equities research, fixed income products, IPOs and corporate opportunities. It emphasizes Bell Potter's long-term client relationships built on tailored advice and regular communication.
Fish Financial provides a structured 6 step investment process to help clients achieve their financial goals. The process includes defining goals and risk tolerance, devising a tax-efficient strategy, determining an appropriate asset allocation, selecting best-in-class funds and managers, and ongoing reviews. They partner with SEI, a leading investment firm, to access top global managers and funds normally reserved for large institutions. The process is designed to manage risk and deliver consistent returns aligned with each client's individual needs and risk profile.
The document discusses Blackwell Global, a global trading brokerage firm that has grown significantly since being founded in 2010, now having 9 offices worldwide and offering trading services in forex, CFDs, and other products. It highlights Blackwell Global's focus on building relationships with clients through transparency, integrity and innovation, as well as the features and services it provides to retail traders, institutional traders, introducing brokers, and other partners.
What is core and satellite investing, and how can you use it to increase returns across your portfolio? If you're interested in learning more, read this ebook.
This document provides information about mutual funds in South Africa and India by comparing their respective markets. It discusses what mutual funds are, their advantages and disadvantages, and the types of mutual funds. For South Africa, it outlines the major mutual funds, market regulators, and why people invest in mutual funds. For India, it discusses the history and introduction of mutual funds in the country. The key comparison points are that South Africa has multiple regulators while India only has one, South Africa's market is more developed while India's is still growing, and South Africa has over 50 funds while India has under 50.
The Colvert/Harvey Group provides personalized investment management through their portfolio management program. They offer four portfolio types (fixed income, conservative, moderate, and aggressive) that differ in their risk tolerance and growth objectives. Their investment approach analyzes market conditions and utilizes ETFs and mutual funds to construct strategic long-term and tactical short-term portions of client portfolios. The group leverages the global resources of UBS to inform their portfolio decisions and provide high-quality research and tools to support customized portfolio management.
Prime Financial Group has a comprehensive investment process. How we evaluate and choose where investments are made is an extensive, collective process. It incorporates a structured in depth research and analysis process.
www.primefinancial.com.au
1. BLACKSQUARE CAPITAL LLP IFSL BLACKSQUARE CAPITAL FUND REGULATED INVESTMENT. ABSOLUTE RETURN. www.blacksquarecapital.com
2. WHO ARE BLACKSQUARE? Blacksquare Capital, highly regarded specialist alternative asset Management Company. Regulated Investment & Absolute Return multi-manager trading tax efficient funds. Multi-strategy funds have generated positive returns, during all market conditions (Absolute Return) for investors since 2005. www.blacksquarecapital.com
3. WHY BLACKSQUARE? Multi-strategy funds have generated positive returns, during all market conditions (Absolute Return) for investors since 2005. Our commitment is to preserve your capital and generate consistent tax efficient growth drawing upon a range of trading styles throughout global equity, bond, foreign exchange and commodity markets. Investments are only made in funds which are uncorrelated to other funds in the portfolio. www.blacksquarecapital.com
4. WHY ABSOLUTE RETURN? Absolute Return Funds are those funds managed with the aim of delivering absolute (i.e. More than zero) returns in any market conditions. Performance is measured against bank deposits as opposed to a benchmark such as the FTSE 100 Share Index or the CitiEurosterling Bond Index. www.blacksquarecapital.com
5. WHY MULTI-MANAGER? A Multi-Manager approach brings a balance that can greatly lower an investor’s risk through diversification and reduced volatility. • Sector Diversification • Strategic Diversification • Lower Volatility • Monitoring • Maximum Access www.blacksquarecapital.com
6. BLACKSQUARE FUNDS IFSL Blacksquare Multi-Manager Absolute Return Fund IFSL Blacksquare Diversified Absolute Return Fund www.blacksquarecapital.com