Trades can be either long (buy) or short (sell) providing the ability to profit from a rising or falling market
The strategy characteristics show that performance is not reliant on the performance of the underlying indices it is benchmarked against.
All trades are must meet specific criteria as outlined by the investment mandate.
All trades have predefined parameters related to entry and exit. We do not enter positions until the specific stock has behaved in a particular manner, moving to a specific price point. Once entered stop losses and targets are automatically deployed in the market ensuring risk is managed prudently.
Once entered all trades are monitored and reviewed based on how they develop. Stop losses are actively moved to reduce stock specific risk.
Diversification of risk via broad sectorial exposure. The portfolio will not take a position in the same sector until the initial trade has developed to a point where stop losses have been moved and sector specific risk has been reduced. All weightings are standardised @ 2% of trading capital per position.
All trades professionally executed, managed and monitored by a dedicated team via strict trade execution and management policies by our team of industry experts with over 40 years of portfolio dealing experience.
The Univeral MDA Portfolio is an alternative investment strategy, with a non-directional bias. We aim to capitalise in both a rising and a falling market. The Universal MDA strategy methodology is best described as using proprietary price analysis to seek out and capitalise on specific undervalued stocks, across highly liquid, regulated markets globally. The aim is to provide investors with risk-adjusted returns on an equity trading portfolio greater than peers and benchmarks on global markets.
The Investment Team systematically reviews our investment universe. Once opportunities are identified, via recurring price patterns occurring regularly on specific stocks and markets, the investment Team tables the “watch list’ for analysis to assess suitability. For specific stocks to be included in the portfolio all elements are required to satisfy the investment strategies technical overlay, as outlined by the Investment Manager.
The technical and fundamental overlays run on the specific opportunity includes price related volume, liquidity, areas of price support and resistance based on historical price action, market, sector, portfolio, and stock specific price action.
Due to the nature of the risk management taking of partial profits reduces exposure whilst locking in profits. Continual monitoring and movement of the stop levels of open positions mitigate stock specific risk. Execution of trades can be automated to a large extent however the initial research into which trades are suitable does not lend itself to automation, as the investment manager applies specific filters across various factors affecting the suitability of the trade (market/sector/portfolio/stock specific).
The philosophy of the Investment Manager is to diversify risk through broad market, and sectoral exposure. Typically once the portfolio is invested in a particular sector, the portfolio will not take a position in the same sector until the initial trade has developed to a point where specific risk has been reduced. The investment manager and team may at their discretion allow a particular sector to be overweight within the portfolio should the circumstance arise that the particular exposure aligns with the underlying sectors perceived strength (long)/weakness (short).
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Copyright 2018 Beyond Capital Asset Management | All Rights Reserved. The information in this website is general information only. Any advice is general advice only. Neither your personal objectives, financial situation nor needs have been taken into consideration. Accordingly, you should consider how appropriate the advice (if any) is to those objectives, financial situation and needs, before acting on the advice. Past performance is not a reliable indicator of future performance. Beyond Capital Asset Management is a fully licensed financial services provider, AFSL LICENSE No. 484045. For further information please refer to our FSG.GENERAL DISCLAIMER
Risk Warning: Trading in leveraged or geared products such as derivatives carries a high level of risk to your capital and you should only trade with money you can afford to lose. You should consider your investment objectives, risk tolerance & trading experience when deciding to invest with Beyond Capital Asset Management Pty Ltd. Prior to investing, Beyond Capital Asset Management Pty Ltd. recommends you seek independent advice. It is possible to lose more than your initial investment capital when dealing in markets that offer clients the ability to utilise leverage or gearing. Trading derivatives may not be suitable for all investors. Clients must ensure, prior to investing, they fully understand the risks involved and sought independent advice in relation to these risks if they do not fully understand them.
General Advice: Any advice, opinion or trading view provided by Beyond Capital Asset Management Pty Ltd. is general in nature and does not take into account any of your objectives, financial situation &/or needs unless specifically agreed to by a completed statement of advice (SOA). Should you act on this information you should consider the appropriateness of the information in relation to your personal circumstance, investment requirements & the associated risk your action may expose you to, and if necessary seek independent advice.
Performance Disclaimer: Past performance is not a reliable indicator of future performance. There are risks involved with trading equities, derivatives and options Beyond Capital Asset Management Pty Ltd ABN 26 610 259 179 holds Australian Financial Services License (AFSL) No. 484045. For further information, please refer to our FSG or go to our website www.beyondcapital.com.au. When considering if you should invest with Beyond Capital Asset Management Pty Ltd. you should review our FSG and consider if it is appropriate for your investment requirements prior to entering into an agreement.