Overview

While investing in foreign exchange offers potentially large rewards, comparable risks are nonetheless prevalent due to a wide range of factors affecting money managers and the markets in which they trade. With any actively managed investment account, risk becomes a very large issue, particularly to larger investors seeking core capital preservation techniques used in line with strong, yet realistic target rewards. While we realize that any investment seeking above-average returns typically assumes a higher degree of risk, we find it necessary and essential to integrate certain practices into our core investing approach.

Our General Philosophy

• To keep exposures in balance with expected rewards through the careful and tedious selection of investment decisions
• Establish and monitor risk limits across all traded strategies
• Sensitivity analysis to assess open position exposure and capital at risk
• Analysis of currency-specific risk for the purpose of assessing over-concentration at any point in time
• Usage of portfolio assessment tools for risk mitigation as well as to focus on position conviction; encouraging the assumption of more risk when appropriate

To access the latest program information regarding performance, risk, support and more about our investment strategies, please click here.