Working to find a comprehensive
solution to meet all your financial
requirements, Opes Capital Inc. is
an independent financial services
company. Our reputation as a
dynamic and responsive company
is built upon innovative,
transparent and reliable financial
services.
Our clients‟ profiles differ from person to
person, though all have a common desire
to accumulate, preserve and transfer
their wealth. Opes Capital‟ team
provides innovative and tax efficient
investment solutions, utilising both
onshore and offshore variations,
enabling us to meet this
shared goal.
Having determined an individual‟s
unique requirements, we then build a
comprehensive financial plan, using a
cross disciplinary approach to maximise
investment performance within an
acceptable level of risk. What sets us
apart is the ability to accurately identify
financial goals and then independently
source tailor made solutions.
At Opes Capital Inc., our highly skilled team of
professionals will work with you to find
the most appropriate investment plan to
help realise your goals.
“...innovative, transparent
and reliable
financial solutions.”
Tuesday, December 13, 2011
Opes Capital Group Program up +0.74% in June (+9.05% YTD) on 'friendly’ volatile markets
From Precy Dumlao, Opalesque Asia:
The volatile market conditions of the past few months are friendly, according to commodity trading advisor (CTA) Opes Capital Group Trading Program which posted +4.36% in May and +0.74% in June (+9.05% YTD) due to the firm’s accurate expectations of both market direction and volatility.
In an exclusive interview with Opalesque as one of the funds featured in the Emerging Managers Database, Opes Capital’s Director of Investments, Navid Sohrabi, said that their program has outperformed its benchmarks since it began trading in October 2009. Opes Capital was up 25% in 2010 compared to S&P 500 at +15.07% last year. As of end June 2011, the program is up +9% YTD as against S&P 500’s +6.02%. "This can be attributed to our commitment to risk management and our dedication to the continuous refinement and adjustment of our strategic models," he said.
The strategy has performed nearly +42% since inception (October 2009) net of fees.
Sohrabi explained: "Because we are not market neutral, our system can thrive in both volatile and trending markets. I believe this is what set us apart; volatility is a friend, not a foe. Another important component of our strategy is our risk management structure. Using implicit rules such as restricted capital deployment, position limits per strike, and capital limits ......................
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