Discretionary Portfolio Management - Opportunistic

 

OBJECTIVE

To provide long term capitalgrowth by investing in a mixof value and growth stocks,and other opportunities in derivatives, foreign exchangeand commodities.

STRATEGY

The Fund invests primarily inlisted equities in the US, Hong Kong and Singapore stock markets, supplemented by positions in derivatives, options, foreign exchange and commoditieswhere opportunities arise.

RISK

The fund is exposed to risksrelated to equity, concentration, currency, derivative and hedging. Investors may be subject tosubstantial losses and capitalis at risk.


Portfolio’s equities sectors 


Cumulative Net Performance


Monthly Performance

 
 
Debora Montesoro