SHF 2003
High Yield Diversified Global Bond Long/Short
Fund |
| Small Hedge Fund
- High Yield Hedge Fund - Annual Yield |
| 10 - 15% Total
Annual Return Target - 2003 (7.95%YTD) |
| FUND MANAGER-
Total Track Record- 21 months - (Launch Date October 31, 2001) |
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The three principal members are UK nationals
and bring 46 years combined
global fixed income experience. The team was directly responsible for approx.
US$1 billion of mutual funds with a previous management group and has an outstanding
track record.
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One member was Head of Retail Fixed
Income at Investec Asset Management,
another was voted Wall Street Journal European Fixed Income Manager of
the year and the third has over 14 years experience mostly with Hambro Bank. |
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Funds managed by the team have
received many performance awards
including: Fixed Interest Manager of the Year 2000 from International Money Marketing;
4 funds with maximum 5 star ratings from S&P Micropal and 2 AA rated funds
with S&P Funds Research. |
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| FUND STRATEGY
- Total Capital - US$25 million (As of Jun 2003) |
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The fund is based on the successful
"Strategic Income" strategy developed by the Managers post-merger of
Guiness Flight with Hambros Asset Management - a diversified portfolio of high
yielding assets producing a high total return with volatility of returns managed
by periodic use of traditional government securities. |
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The fund will invest in various
different bond asset classes across all markets worldwide seeking to gain value
from directional movements in high yields and relative-value strategies. |
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The fund advisors have a disciplined
investment process utilizing a variety of proprietary economic forecasting, asset
allocation and relative value models. The fund will utilize borrowing and leverage
up to a max of 200% of its net asset value. |
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The fund seeks US$100,000
minimum investment amounts. CSFB is the Prime Broker for the fund. The fund product size is unlimited. |
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