Overview
Conservative
Active
 - ETF10 Strategy
 - Global10(h) Strategy
 - Global Multi-Strategies
Performance

Global Multi-Strategies

The CFP Global Multi-Strategies focuses on large capital global companies, US and foreign registered, traded in the US.

The objectives for the strategies is to maximize our long-term return, through a disciplined approach to investing, while doing so with a better risk/reward ratio than provided by the corresponding market, and if possible a better risk/reward than a AAA bond. Due to a high return strategy's perceived and sometimes very real volatile nature, our objective is additionally to fall no further, or faster, than the corresponding market given a 12 to 18 month cycle.

These objectives are achieved through our proprietary quantitative model, which is a momentum, or trend following, system where we use our unique slope calculation to select the stocks we believe will most optimally follow our criteria. These stocks are then ranked to help form the money management portion of the strategy.

The strategies have no need for a hedge, as they can be long, short, or both; seeking to profit in all market environments. The strategies typically invests in 30 stocks when long, 60 stocks when short, and 90 stocks when both long and short. Technical analysis is used to determine the ratio of the long/short, which is done independently of the market itself.

There are two Global Multi-Strategies. The CFP Global Multi-Strategy is NOT leveraged, while the CFP Global Multi-Strategy x2 IS leveraged. 

The strategy is thus seeking to find relatively stable capital appreciation in both 'good' and 'bad' times , in both value and growth stocks globally, and appeals to investors seeking a highly disciplined approach in the quest for a volatile, yet superior risk-adjusted capital appreciation.

The strategy is monitored daily and if necessary adjusted daily. Due to the nature of active investing, minimums are required to help minimize trading costs and maximize profits. The recommended minimum for both the Global Multi-Strategies is $1,000,000, which is the amount used to calculate the hypothetical track record.

The CFP Global Multi-Strategies are only available to institutional investors and high net-worth individuals. Click on the respective links for: Performance, Fees and Disclosure Statement.