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Our philosophy is to put investor interests foremost
Our principles are demonstrated in our structure and fees
Our commitment is to set the highest possible standards
Please kindly hover over image for illustration
Technology vector created by kjpargeter -www.freepik.com
Principle #1
Investor interest is foremost
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No upfront/ sales fee
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No lock-in
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No redemption charges/ penalties
Principle #2
Get paid only after our job is finished
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Management fee is paid only at year-end
Principle #3
Get paid only if we made money for investors
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No management fee if no profits by year-end
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No performance fee if below High-Water Mark
Principle #4
Work diligently, with active tactical trading
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Consistent positive returns with low downside volatility across different
market cycles and macro environments
Principle #5
Optimal liquidity, transparency, pricing accuracy
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Most liquid exchange-listed products
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Eliminate counterparty risk
Principle #6
Due Diligence and Peace of Mind
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Institutional investors conduct thorough due diligence
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Direct access to records at fund administrator, broker
Principle #7
Independent Verification and Assurance
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NAV verification by independent Fund Administrator
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Annual audit by Big Four
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Annual internal audit