The risk controls applied by the fund manager are designed to reduce the effect of common risk events that are normally associated with investments in the clean tech energy and technology sectors. The accounts are overseen by the manager, who shall be authorized to have day to day access to the accounts to review the performance. We may also be invested wholly or partly in cash deposits from time to time if the manager considers it appropriate due to market conditions.
New investments in assets and technologies will only be made while valuations are currently suppressed by market conditions. Every effort will be made to adhere to the asset allocation breakdown for each strategy – which represents a level of investment diversification. Investment diversification within each strategy will be assured via the avoidance of asset concentration risk. For the technology sector, investment will limited to proven technology companies that have existing positive revenues, that are being limited, or held back from greater profitability, by the lack of capital available to accelerate growth of revenues and sales margins.
Approach:
- Sound practices
- Safety of assets – separate asset custody from trading
- Risk management – independent pricing
- Full transparency – quarterly performance report