Managed Forex

Our products offer excellent diversification for portfolios weighted towards more traditional equity, bond or real estate investments. They maintain an excellent profit potential regardless of the direction of the equity or bond markets or even the overall health of the general economy. Our Managed Currency fund takes proprietary short and medium term positions in various major currencies based on technical and economic analysis and operate under a strict and conservative money management methodology.

The Alpha Asset Management Program allows each individual investor the ability to structure their account according to their own risk profile and financial needs. Each account within the fund has its own cost basis unlike a mutual fund, and each account holder can view their account 24 hours a day 7 days a week in real time. And unlike hedge funds, which can have a lock up period of up to one year, the Alpha Asset Management Program allows you to have access to your money on demand.

The objective of the Alpha Asset Management Program (the "Program") is to achieve capital appreciation of account equity through the trading in Forex.  The Adviser seeks to achieve this objective while having (i) a low correlation with traditional asset classes (e.g., mutual funds, the S&P 500 Index, the Lehman Long Bond Index, and other equity and fixed-income indices), and (ii) maintaining a relatively low level of volatility. 

In an effort to meet the Program’s stated objective a trading strategy is implored which consists of a diverse mixture of short to medium term discretionary technical analysis.   Technical analysis is based on the theory that a study of the markets themselves will provide a means of anticipating the external factors that affect the supply and demand of a particular currency in order to predict future prices, and that market prices at any given time reflect all known factors affecting supply and demand.  Technical analysis of the markets generally includes a study of, among other things, the actual daily, weekly, and monthly price fluctuations, volume variations, or changes in open interest, utilizing charts, computers, or a combination of the two for analysis of these items. 

Another program that we offer for our investors is Financial Labs.  Financial Labs is an investment firm that applies scientific methods to develop systematic models for trading in global financial markets. Headquartered in Cambridge, Massachusetts, Financial Labs was founded in July 2003 by a team of Harvard University-educated physicists and astrophysicists with extensive training in mathematics and computation. The firm targets absolute returns, and trades a variety of asset classes, including currencies, equities, and derivatives.

Financial Labs' scientific approach differentiates it from traditional investment firms. The team's strong research background and objective perspective are key to engineering trading models that consistently benefit from the small inefficiencies present in financial markets. These models range from purely directional approaches to arbitrage and statistical arbitrage opportunities. In addition to identifying profitable trading strategies, the team has developed quantitative methods to minimize transaction costs, control risk, and obtain optimal diversification.

The objective of the Financial Labs' Securities Management Program is to achieve capital appreciation of account equity by trading a number of financial instruments, including the major currency pairs of the over-the-counter foreign currency market, and exchange-traded equity and futures contracts. Specifically, Financial Labs seeks to achieve this objective by adhering to a technical analysis approach by making use of proprietary mathematical models developed by its principals. Technical analysis is based on the principle that detailed study of market price data can provide a means of anticipating the movement of external factors that affect the supply and demand of a particular security. Based on such a tenet, Financial Labs employs two distinct approaches in order to successfully characterize, and profit from, market behavior: genetic programming and statistical arbitrage.

Customized portfolio allows clients the ability to choose a leverage that meets their return objectives and risk tolerance. With the introduction of Notional Funds clients can increase risk based on a predetermined profit objective.

Note of Caution

Some hedge funds may require a minimum lock up period for funds of up to three months, and the more established players may even require more.  Large publicized losses at sometimes of the world's biggest hedge funds are some times just the tip of the iceberg.  Many hedge funds which trade risky OTC instruments suffer significant losses from time to time and any investment in these funds should be regarded as extremely speculative in nature.  In selecting a hedge fund in which to invest we urge the use of common sense.  Just because currencies may seem exotic or less familiar then traditional markets (i.e. equities, futures, etc) does not mean that the rules of finance and simple logic are suspended.  Any promises of fantastic and consistent monthly gains of 15% or more, for example, are wildly exaggerated and would never be claimed by a legitimate investment manager.  Although some traders do manage to produce some amazing short term gains the risks taken to produce these gains are enormous and generally mean that even the best intentioned manager who stretches his leverage beyond prudence is bound to eventually crash and burn. Foreign exchange trading involves the risk of financial loss and is not suitable for every investor.  Past performances are not indicative of future results.

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