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Asset Management |
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Multi-Asset (Long only) |
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Equity (Long only) |
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Long/Short |
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Multi-Asset Strategies (Long only)
- Valu-Trac World Wide Strategy Fund is a Dublin listed UCITS III Fund with objectives of long term capital appreciation and preservation. It can allocate to Equity markets, Bond markets and Alternatives (Gold and other Commodity related investments)
- Income Portfolio, managed on behalf of a UK charity, focuses on sustainable income and capital preservation. Over the 3 years to June 2010, it has returned 54.5% cumulative compared to -25.3% for the FTSE All Share Index
Equity Strategies (Long only)
- 17 year track record in EAFE Equities (Europe, Asia and Far East).
- Global Equity Fund, advised on behalf of an Australian domiciled institution, has been awarded a S&P 4 Star Research Rating.
- Equity derivatives overlay for a European institution
Long/Short Strategies
- Valu-Trac Strategic is a global diversified alternative investment strategy. It invests across Equity markets, Bond markets, Currencies and Commodities, targeting absolute return. Available as a managed account or via a Cayman Islands Master/Feeder. Each of the sub-strategies are available on a stand-alone basis
Past performance is not necessarily indicative of future results
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