This past week during our RankiaPro Alternative Meetings, we had the pleasure of welcoming three fund managers who thrive in the world of alternative investments. Benjamin Louvet, manager of the OFI precious Metals fund; Jean-François Bacmann, manager of the LGT Dynamic Protection fund; and Eric Strand, co-founder and manager of the AuAg Silver Bullet and Precious Green funds, discussed their respective fund’s investment strategy with a private group of investment professionals during our digital meeting sessions. With alternative investments like commodities and hedges gaining in popularity among investors given current market conditions, it was a great opportunity for our participants to learn more about these four different alternative funds.
Below we highlight a little about each fund manager and the funds that were presented during our RankiaPro Alternative Meetings.
OFI Financial Investment – Precious Metals fund
“The most important thing when talking about investing in gold, is the financial demand. In our current environment, nothing is better than less than nothing!”Benjamin Louvet, Commodities Portfolio Manager at OFI AM
Precious Metals is a UCITS V fund that aims to offer an exposure to a real assets basket, thanks to a synthetic replication of the « Basket Precious Metals Strategy » index. This index, developed by the fund management team, is composed of forward contracts on precious metals and interest rates. Its composition is the following: 35% gold, 20% palladium, 20% platinum, 20% silver and 5% 3-Month Eurodollar. The weighting of these various components is rebalanced daily. The fund hence constitutes a simple and transparent offer, exposed to gold and precious metals, without investing in industry stocks.The fund is hedged against currency exchange risk and offers a daily liquidity.
LGT Dynamic Protection UCITS
“A key element behind this strategy, is that we do not know what the shape of the next crisis will be, so by running a good diversified strategy, you a better positioned to capture whatever does happen.”Jean-François Bacmann, Head of Research at LGT Capital Partners
The LGT Dynamic Protection UCITS seeks to generate capital gains primarily in phases of elevated uncertainty across financial markets while preserving capital under normal market conditions. The objective is pursued through a continuously researched, adaptive rules based strategy. It primarily trades in equity, commodity, fixed income, interest rate and currency instruments or their volatility or other derivatives thereof. The level of volatility may vary.
AuAg Silver Bullet B & AuAg Precious Green B
Gold[Au] is the only currency, along with Silver[Ag], that does not require a counterparty signature. No one refuses Gold as payment to discharge an obligation.Eric Strand, Founder and Fund Manager at AuAg Fonder
Eric is the founder and Fund Manager of AuAg’s Silver Bullet Fund and Precious Green Fund. After more than 25 years in finance – he reached his finale goal – running an own brand.
The AuAg Precious Green B is the classic 60/40 portfolio in a remake – adapted to our era and is focusing on two strong mega trends – monetary inflation and a green world. Global equity replaced by 60% Green-Tech companies transforming life into a Green World. Bonds replaced by 40% Gold/PM to both protect and have strong return potentials. The Green-Tech strategy is diversified by 4 sub strategies – production of clean energy – reduced energy consumption, reduced emissions and recycling – energy storage/power and the extraction of the elements needed for Green-Tech solutions.
The AuAg Silver Bullet B is a UCITS fund with a special focus on silver mining thus making it one of a kind within Europe. The fund has long term low correlation with the broad equity market and strong return potentials. Silver has the best thermal and electrical conductivity of all metals making it indispensable in our high-tech and green world. Silver is the only commodity where investors and the industry at the same time will compete for ownership.