In March this year, we made our first ever investor presentation on our offshore managed portfolios and presented a structured product to help protect our clients’ capital during difficult and volatile times. Here are some of the things we looked at, as well as the presentation slides and fact sheets.
As described in the video presentation linked below, there are two distinct ways you can position your capital right now, depending on your goals:
Method 1: High-Conviction Growth, The Enigma Multi-Strategy
If you are looking for active management and alpha, our Enigma strategy has significantly outperformed the benchmark:
- Performance: 40% return since inception (vs. 20% for the S&P 500).
- Strategy: Active exposure to themes like software, energy, China, and using options and volatility protection to manage risk.
- Setup: Managed accounts via Interactive Brokers (approx. 1-week setup time).
- Minimum investment: $40,000 (Herenya Strategy available from $20,000).
Method 2: Protected Upside, The 5-Year USD Structured Product
If you want a safe exposure to global growth without the risk of losing your initial capital, this is a limited-time opportunity:
- The Offer: 200% (2x) participation in the upside of a market-neutral index (Jupiter & Goldman Sachs).
- The Safety Net: 100% capital protection at maturity with no cap on the potential return.
- Minimum investment: $10,000.
- Deadline: April 13th (Applications must be finalized within the next two weeks).
Which approach fits your current portfolio needs?
Whether you are looking for the aggressive growth of the Enigma strategy or the “absolute return” profile of the structured product, we are here to help you find a strategy that suits your needs.
Next Steps:
- Watch the presentation: You can also find the full presentation deck and technical details attached below.
- Take Action: Simply send an email or give us a call to begin the onboarding process before the April 13th deadline.
