GLOBAL PORTFOLIO TRADING
INVESTMENT STRATEGY
Ferjan Capital explores in global macro context under-researched securities and generates atypical investment ideas leveraging on a rigorously tested multi-disciplinary investment method. It profits predominantly from valuations divergences in liquid securities focusing on trading in credit and equity of emerging markets, relative to similar securities of developed markets and vice versa. The Firm invests using a margin of safety mindset within a strict and systematic method to managing risk. Its hybrid investment strategy pays off consistently adjusting diverse investment opportunities to different phases of the economic growth cycle.
PERFORMANCE
As of June 30th 2024, the portfolio gross market value is compounding a year-to-date return of +11% for the first half of 2024 with an increase of +2.3% this month.
The Sharpe ratio stands at 2.9 and annualized net return since the global portfolio trading inception reached +35%.
The trading strategy’s Win/Hit rate is running at +70% since inception.
FACTSHEET
DISCLAIMER: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this website, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. You should always invest in financial products that you are familiar with, and understand the risks associated with them. Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Ferjan Capital.
