- Richmond Asset Management is a private asset management firm established in 1992 based in Hong Kong and Thailand managing $400 million in funds using a momentum-based investment strategy.
- The strategy focuses on identifying funds with the strongest price momentum by tracking their movements against peer funds and only investing in up-trending funds with flexible exits if trends change.
- The strategy aims to generate absolute returns by profiting from momentum shifts while controlling downside risk better than traditional buy-and-hold or value investing approaches.
During this 30-minute webinar, The San Diego Foundation Board of Governors member and Board Investment Committee member Horacio Valeiras, CFA and Chief Investment Officer Matt Fettig, CFA discussed Q2-2017 trends, returns and asset allocation for The Foundation's Endowment Portfolio and Long-Term, Medium-Term and Short-Term Non-Endowment Portfolios.
The discussion concludes with a Q&A from webinar attendees. For more information, visit SDFoundation.org/investments.
You can watch the recording of the webinar here: https://www.youtube.com/watch?v=uR5BbPf9VwY.
During this 30-minute webinar, The San Diego Foundation Board of Governors member and Board Investment Committee member Horacio Valeiras, CFA and Chief Investment Officer Matt Fettig, CFA discussed Q2-2017 trends, returns and asset allocation for The Foundation's Endowment Portfolio and Long-Term, Medium-Term and Short-Term Non-Endowment Portfolios.
The discussion concludes with a Q&A from webinar attendees. For more information, visit SDFoundation.org/investments.
You can watch the recording of the webinar here: https://www.youtube.com/watch?v=uR5BbPf9VwY.
Analysis by Aegon indicates that investors should feel comfortable sticking with a fund after its ‘star manager’ leaves. Nine of eleven funds tracked by Aegon continued to beat their benchmark following the star manager’s departure.
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Myths and Realities of ETFs and Index Investing - Ananth Madhavan, Managing Director, Global Head of Research for ETF and Index Investing, BlackRock
Presented at the AQR Asset Management Institute conference, Perspectives: Systemic Risk in Asset Management held on 26 April 2017 at London Business School.
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Epic Research private limited have best technical research team, Our research team provide Daily report on SGX Singapore and SGX Exchange, You can get Daily Favorable Tips & future Strategy for SGX Stocks Market.
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Epic Research private limited have best technical research team, Our research team provide Daily report on SGX Singapore and SGX Exchange, You can get Daily Favorable Tips & future Strategy for SGX Stocks Market.
Analysis by Aegon indicates that investors should feel comfortable sticking with a fund after its ‘star manager’ leaves. Nine of eleven funds tracked by Aegon continued to beat their benchmark following the star manager’s departure.
Daily sgx sinagpore report by epic research singapore 04 th september 2014Epic Research Singapore
Epic Research private limited have best technical research team, Our research team provide Daily report on SGX Singapore and SGX Exchange, You can get Daily Favorable Tips & future Strategy for SGX Stocks Market.
Myths and Realities of ETFs and Index Investing - Ananth Madhavan, Managing Director, Global Head of Research for ETF and Index Investing, BlackRock
Presented at the AQR Asset Management Institute conference, Perspectives: Systemic Risk in Asset Management held on 26 April 2017 at London Business School.
EPIC RESEARCH SINGAPORE - Daily SGX Singapore report of 28 October 2014Epic Research Singapore
Epic Research private limited have best technical research team, Our research team provide Daily report on SGX Singapore and SGX Exchange, You can get Daily Favorable Tips & future Strategy for SGX Stocks Market.
Daily sgx sinagpore report by epic research singapore 27 th octobar 2014Epic Research Singapore
Epic Research private limited have best technical research team, Our research team provide Daily report on SGX Singapore and SGX Exchange, You can get Daily Favorable Tips & future Strategy for SGX Stocks Market.
Julex Capital Management, LLC, founded in 2012 and registered in Massachusetts, is an investment advisory firm dedicated to creating innovative outcome-oriented solutions for institutions and individuals. Julex is managed by industry veterans with strong academic and practical experience in portfolio management, asset allocation, risk management and quantitative research across asset management, hedge fund and insurance industries. Julex offers a variety of multi-asset, rule-based, and risk-managed total return strategies that are designed to deliver consistent returns with low volatility and drawdowns in both bull and bear markets.
Julex believes that traditional benchmark-centric investment approach and other alternative investment strategies do not provide adequate downside protection to investors’ portfolios, as evidenced during the financial crisis of 2008. By actively managing the downside risks through Julex’s strategies, investors can not only fully enjoy the upside potentials the markets offer, but also avoid the painful losses that destroy wealth and confidence during market downturns.
Our four flagship Dynamic Alpha Strategies strive to deliver absolute returns as well as out-performance over the relevant benchmarks. Our clients are using them to improve their investment returns while reduce downside risks. For more information, please visit: www.julexcapital.com.
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As Exchange-Traded-Funds (ETFs) continue their rapid growth with over $3 trillion in assets, what effect will this have on your company’s stock and shareholder base?
7. Why Not Traditional Techniques? The Dow has been in a trading range for the last 11 years, providing buy and hold investors no returns. For trend followers, though, there have been plenty of opportunities to generate returns. DJ30 - Dow Jones Industrials
8. Why Not Traditional Techniques? Germany has been range bound for 15 years, yet twice in that period you could have made over 300% gains FDAC-X – Frankfurt Dax Index
9. Why Not Traditional Techniques? Even in Asia, markets like Taiwan have been stuck in a trading range TWII-X – Taiwan Weighted Index
10. Momentum Tables 18 12 22 32 29 30 31 Finland Hex General (47) 17 21 26 20 8 39 5 Sweden Stockholm All Share Index (335) 16 26 32 27 28 20 38 S&P 500 Index (333) 15 7 47 22 37 4 14 Brazil Bovespa (40) 14 28 16 18 23 5 33 FTSE All Share Index Spread (1355) 13 27 24 23 18 11 32 Dow Jones Industrials (318) 12 24 18 10 26 8 28 Dow Jones Utilities (833) 10 23 14 17 27 18 35 FTSE 100 Index (320) 9 22 34 30 17 19 29 Nasdaq 100 Index (330) 8 41 39 25 35 28 23 MSCI World$ (58) 7 5 5 4 4 9 8 Chile IPGA General (41) 6 8 9 5 5 7 3 Thailand Bangkok Set (67) 5 10 12 39 25 37 40 Dow Jones Transport (831) 4 2 3 7 16 25 7 Russia RTS Index (61) 3 4 6 9 34 3 17 China Shanghai B Index Spread (42) 2 3 10 36 45 35 43 China Shenzhen A Index Spread (43) 1 1 1 1 1 1 1 Sri Lanka CSE All Share (64) 13-Aug-10 06-Aug-10 30-Jul-10 23-Jul-10 16-Jul-10 25-Jun-10 18-Jun-10 Fund Name
11. Example of a Buy Signal Breakout of downtrend, moving up the momentum tables and a new uptrend all combine to make China a strong buy Current Stop-loss point SSEC-X – Shanghai Se Composite Index
12. Actual Trades Made Bought on 31 st July at $21.40 Rising Stop-loss Points Sold on 22 nd January at $31.15 URE – ProShares Ultra Real Estate ETF
13. Actual Trades Made Bought on 8 th March at $61.85 Rising stop-loss points Sold on 10 th May at $67.14 URE – ProShares Ultra Financials
16. Disclaimer The information contained in this presentation should not be construed as financial or investment advice on any subject matter. Richmond Asset Management Ltd. expressly disclaims all liability in respect to actions taken based on any or all of the information in this presentation. Viewers are reminded that investing in securities, collective investment schemes and similar investment products may be highly speculative and may carry an extremely high degree of risk. The values of these investments may be adversely affected by fluctuations in exchange rates. Past performance is no guarantee of future performance and the value of investments and the income from them can fall as well as rise, especially over the short term. The information contained in this presentation must not be reproduced, copied or redistributed in whole or in part. It is published in good faith with no representation or warranty, expressed or implied by us or any person as to its accuracy or completeness and it should not be relied on as such. Richmond Asset Management Ltd. accepts no responsibility or liability for any loss or damage arising out of the use or reliance on the information provided including without limitation, the accuracy, subject matter, quality or timeliness of any content. Richmond Asset Management Ltd. 5 th Floor, Jubilee Centre, 46 Gloucester Road, Wan Chai, Hong Kong Tel: +852 2827 5138 Fax: +852 2596 0024 contact@richmondhk.com www.richmondhk.com