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What We Do

Investment Management Services

We provide sophisticated investors with access to a liquid portfolio of our trading strategies via managed accounts held in their own name.

Our strategies are typically inaccessible to direct investors and benefit from continuous risk management from our dedicated team.

The aim is to offer a great alternative to ‘long only’ investments which rely on already inflated asset prices to continue rising.

Benefits

  1. Strategy selection
  2. FH Blender tool
  3. Live streaming results of all of our strategies
  4. Risk management and Governance
  5. Low investment management fee

Blend of our strategies (the CIO Default Blend) targets 10-15% annual returns with a maximum drawdown below 10%.

 

Benefits of Working With Ferguson Hyams

Strategy selection

Our strategies are selected after rigorous evaluation of hundreds of global traders. Strategy inclusion is based on the ability to deliver double digit annual returns with a low correlation to the performance of major equities markets (ASX, S&P, FTSE 100).

  • Proven strategies that have the ability to scale up
  • Audited track records
  • Trading actively in liquid markets, like Foreign Exchange, Equities, Interest Rates & Commodities

 

Risk management and Governance

All strategies have a defined risk mandate which they must strictly adhere to. Our proprietary risk dashboard and risk management team, led by our CIO, constantly monitors each strategy and receives alerts if any of the predefined limits are close to being breached.

How it works

  • Investors open an account in their own name at Interactive Brokers.
  • Ferguson Hyams can never withdraw these funds, only trade the investment strategies according to a management agreement.
  • Interactive Brokers has a large balance sheet and is available to investors globally.

Our tools

FH Blender

Our proprietary FH Blender tool allows you to instantly view the track record of a blend of our strategies and choose your own bespoke investment portfolio based on a case study using your existing portfolio. The objective is to augment your portfolio by increasing returns and reducing volatility.

Live Strategy Tracker

Live streaming results of all of our strategies are available on the Live Strategy Tracker.

 

Our fees*

We charge:

  • A low investment management fee of 1% per annum of the assets under management in each strategy.
  • A performance fee of 20% of the profits per strategy, applied at the end of each quarter.

However, we only take this last fee if the value of your account at the end of each quarter exceeds the highest quarter-end peak ever reached. We have to claw back any management fees before we earn a performance fee.

* excluding GST

Our strategies all have audited track records trading actively in liquid markets such as Foreign Exchange, Equities, Interest Rates & Commodities.

Benefits

Key Investor Benefits

Tried and tested trading strategies

We personally invest significant sums in all of our strategies. So you can be sure we’re putting our money where our mouth is. Additionally all of our results have been externally audited (up until the end of 2017).

Uncorrelated returns

We calculate the correlation of our strategies to stock market indices and ensure they have very low correlation.

If you currently rely on shares to continue performing strongly to achieve good returns, then it makes sense to ask FHIM to provide you with a case study based on your existing portfolio to see if a blend of the FHIM strategies could help to increase returns and reduce volatility.

Target lower portfolio volatility

We target strong annual portfolio performance with lower volatility, by blending strategies with strong individual track records and low correlation to each other.

 

 

Our track record shows that a blend of our strategies has performed very well when shares perform badly.

We differ from our competitors as we have created a framework of governance and risk-control which allows us to onboard strategies from around the globe.

Comparison

Why our investment philosophy works

We differ from our competitors as we have created a framework of governance and risk-control which allows us to onboard strategies from around the globe. We are unconstrained to choose the best trading strategies we can find with a consistent, systematic methodology and an excellent, audited track record.

Our strategies should have little or no correlation to each‑other

This is fundamental in keeping the volatility of a blend of our strategies low. This philosophy differs from most of our competitors whose traders sit in the same office and listen to the same research and are therefore prone to having the same ideas and executing similar trades to each other.

We believe in transparency for our investors

Our Live Strategy Tracker shows live results for each of our strategies. With FH Blender, you can view every day’s historical return for each strategy and a blend of strategies. With us, you get a true indication of the typical maximum amount your investment is likely to gain or lose in a single day.

We believe in transparency for our investors as opposed to many opaque investment products on the market.

A blend of our strategies can improve your overall investment returns and lower their volatility.

Request a Demo

How to engage

We like to personally demonstrate how a blend of our strategies can improve your overall investment returns and lower their volatility.

Get in touch today and we can arrange a convenient time for a quick demo, help you select an appropriate portfolio and guide you through the application process.

We are always available to answer any questions or just to have a chat about the markets. Where possible, we like to meet face to face so get in touch and let’s talk.

Ways to get in touch

  1. Email [email protected]
  2. Request a call back
  3. Connect with us on LinkedIn
Get In Touch

TO LEARN MORE ABOUT ANY OF OUR TOOLS OR SERVICES, OR TO ARRANGE A PRESENTATION, PLEASE CONTACT US.