PVM Multi-Asset Class Value

This strategy provides a unique approach to capitalizing on relative value across a wider market, by adding to Equity Long only with principally Precious Metals and Foreign Exchange but can also include a wider range of Fixed Income and Commodities.

Based on our Investment Matrix, the strategy begins with a rigorous assessment of macroeconomic trends, industry analysis, and fundamental company research. It emphasizes the identification of key catalysts and market inefficiencies to identify undervalued securities.

Investments in Currencies and Precious Metals/Commodities are based on their comparative relative value to Purchasing Power Parity and Production Costs.

The strategy emphasizes dynamic portfolio construction, regularly reassessing and adjusting positions based on changing market conditions and new investment opportunities. This adaptive approach ensures the portfolio remains aligned with evolving market dynamics.

By employing a disciplined approach to investing, this strategy aims to generate superior risk-adjusted returns in both bull and bear market environments but does have a higher risk profile and hence higher drawdowns, than the Equity Long only strategy.