Title: InvestProfit for Saxo Bank
1At the age of 24, I began setting clear, written
goals for each area of my life. I accomplished
more in the following year than I had in the
previous 24. (Brian Tracey)
2_Company InvestProfit
- .InvestProfit, headquartered in Moscow, is an
independent investment management firm
established in September 2002 and
regulated by the Federal Financial Markets
Service (FFMS) of Russia. - Asset Management licence
- Brokerage licence
- Dealer operation license
- . The Firm emerged from the union of a number of
successful traders each having developed specific
skills in the financial services industry, with
the goal of providing a comprehensive range of
investment programs that capture the return
generating skills of its managers over a full
market cycle. - . The firm currently manages USD 25 Million in
assets amongst its 3 proprietary investment
programs - Global 40 investment program (launched in 2007)
- Currency Alpha investment program (launched in
2005) - G7 Bond Fund investment program (launched in
2007) - . The company plans to open offices in London,
Dubai, Riga, and Geneva.
3_Partners InvestProfit
- .Konstantin Kambulov
- Founder of InvestProfit
- 5 years of independent trading experience
- Portfolio Manager for Global 40, G7 Bond Fund
investment programs - Educational background in Finance, BFin from
Plehanov Academy of Economics - FFMR qualifications Series 1, Series 5
- . Roman Protopopov
- 6 years of trading experience from REFCO,
Curvalue Financial (now Van Der Moolen) - Portfolio Manager for Currency Alpha investment
program - Educational background in Electronic Commerce,
BCom from RISEBA - FFMR qualifications Series 1, Series 5
- . Vadim Biriukov, CFA
- 5 years of portfolio management experience from
numerous family-offices in Switzerland - Heading Investor Relations for all business lines
of InvestProfit - Educational background in Business
Administration, BBA from RISEBA - Holds Chartered Financial Analyst (CFA) degree
4_Profit Centers
InvestProfit
Investor Relations Vadim Biriukov
5_Investment Process
InvestProfit
- . InvestProfit offers professional money
management through separately managed accounts at
Saxo Bank starting from USD 100000. The process
of becoming our client is outlined below. - 1. CLIENT PROFILE
- 2. PERSONALIZED INVESTMENT PROGRAM
- - Global 40
investment program - - Currency Alpha
investment program - - G7 Bond Fund
investment program - 3. ASSET MANAGEMENT AGREEMENT
- 4. INDIVIDUAL CLIENT ACCOUNT AT
SAXO BANK A/S - 5. FUNDS DEPOSIT
- 6. MONEY MANAGEMENT
- 7. PERFORMANE FEE
6_Advantages InvestProfit
- No management fees (performance fee only).
- Separately managed individual client account at
Saxo Bank. - Personalized investment solutions.
- Stable and above average returns regardless of
market conditions. - Absolute liquidity of investments.
- Trading and commission transparency.
- Online access to the account 24/7.
- Client funds protection by Guarantee Fund for
Depositors and Investors. - No special requirements on investment horizon.
- Free withdrawal of funds by client .
- No lock-up of funds.
- Monitor portfolio allocation with your manager
online (raise or lower risk levels). - Results oriented performance.
7June 4.2 Quarter 18.40 2009
-30.7
Global 40 is a proprietary long-short
investment program that trades up to 40
investment vehicles simultaneously. Program
employs a comprehensive systematic global macro
approach in searching price anomalies in such
asset classes as currencies, commodities,
stocks, fixed income, energy and metals. With
target return of 40-60 per year this Program
provides investors With daily liquidity, total
transparency of operations, and compelling
results for total portfolio diversification.
OBJECTIVE Aggressive capital appreciation
Diversification across
markets MARKETS Stocks (25), Fixed
Income (25)
Futures (25), Currencies (15), Options
(10) BROKER Saxo Bank ACCOUNT
Separately managed accounts HORIZON
Quarterly reporting RISK Max
drawdown risk of 15 from initial capital AMOUNT
USD 100 000 minimum investment FEES
Performance fee from 20 AUM
USD 25 millions
Strictly Confidential
8July -0.80 Quarter 1.9 2009
-3.70
OBJECTIVE Capital appreciation
Moderate monthly returns variance
MARKETS FOREX, diversified
across currency pairs
USD, JPY, EUR, GBP, CHF, CAD, AUD,
NZD BROKER Saxo Bank ACCOUNT
Separately managed accounts HORIZON
Intermediate to long term
Monthly reporting RISK
Max. drawdown risk of 10 from initial
capital AMOUNT USD 100 000 minimum
investment FEES Performance
fee from 20 AUM USD 2.3
millions
?urrency Alpha is a proprietary FX Program that
seeks to generate consistent capital
appreciation with low to moderate monthly return
variance. Program employs a comprehensive
systematic approach to FOREX trading, which is
based on trade ideas of trend-following and
global macro strategies. With target return of
20-40 per year our Program provides investors
with capital security, daily liquidity, total
transparency of operations, and compelling
results for total portfolio diversification.
Strictly Confidential
9June 0.4 Quarter 0.4 2009
-0.1
G7 Bond Fund is a fixed-income investment
program aimed at capital preservation and
stable income generation through time. With
target return of 400 bp above US Libor this
program has a minimal risk and trades only most
liquid government bonds and treasury notes.
Program searches for fixed income opportunities
in governmental sector of 7 industrialized
countries, members of G7 Italy, United Kingdom,
United States of America, Canada, France, Germany
and Japan.
OBJECTIVE Conservative capital
appreciation MARKETS Government
bonds BROKER Saxo Bank ACCOUNT
Separately managed accounts HORIZON
Quarterly reporting RISK Max
drawdown risk of 5 from initial capital AMOUNT
USD 1 000 000 minimum investment FEES
Performance fee 30 AUM
USD 9.5 millions
Strictly Confidential
10_Contacts InvestProfit
- Stock Company InvestProfit
- 1 Tverskaya-Yamskaya 26, Moscow, Russia, 125047
- 7 (495) 251 60 20 7 (495) 609 27 85
- info_at_inestprofit.net
- www.investprofit.net
-