Investment Products

We offer three different portfolio strategies:

  • Global Macro Portfolio—A portfolio of 20-25 long positions and 20-25 short positions, each up to 100% of capital. Further capital of up to 50% may be invested in hedging positions. Total gross leverage is therefore 200%-250%.
  • Multi-Strategy Portfolio—A portfolio of 20-25 long positions.  Total positions, including hedges, are limited to 100% of capital.  Suitable for IRAs.
  • Custom Portfolios