The objective of the fund is to achieve consistent growth regardless of market conditions by investing in the global
financial markets using a top-down, macro-economic and valuation asset allocation process.
The fund invests in bonds, equities, commodities, currencies, indices, and with a high degree of diversification.
The fund concentrates on achieving absolute returns and does not intend to replicate any particular benchmark
or asset allocation weighting.
The fund minimizes risks by using stringent risk management techniques.
The fund aims at achieving FOUR cumulative objectives :
- Limited losses for limited period of time.
- Outperform USD Money Market Rates.
- Outperform US Inflation Rates.
- Achieve 10% to 15% nominal IRR
The fund invests a maximum USD 1.5 for every USD 1 of shareholders money, hence a maximum leverage of 1.5 to 1
The Investment Management process is a Top-down, macro-economic and valuation driven asset allocation process the relies on FOUR pillars:
- In-depth Macro-Economic analysis
- Tri-dimensional Asset Class and Securities Valuation analysis
- Market Psychology, Flow of Funds and Technical analysis
- Stringent Risk Management techniques