2. Investment strategy
3. Performance/ Reporting
4. Trading strategy
5. Macro economic environment
6. Risk management
5. Macro Economic Environment
5.1 – What effect does rising (falling) interest rates have on your fund?
Negligible impact, if any.
5.2 – What is the effect of a rising (falling/crashing) stock market to your fund?
Negligible impact if any.
5.3 – What is the effect of rising (falling) stock market and interest rate volatility to your fund?
In a situation of rising volatility the Fund will achieve stronger results; on the other hand, if the volatility decrease the Fund will achieve lower results.
5.4 – Do you expect to make money in a bear market?
Yes, we do expect to make more profits in a bear market condition.
5.5 – What are the currency exposures and effects to your fund?
Our investments are usually in euro and that is the base currency of the fund. Should trades be conducted in currencies other than Euro, (i.e. US Dollar), the fund will immediately hedge to Euro and since both sides of the trades are completed back to back, the net exposure to exchange rate risks is negligible.
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