BEST FUND MANAGERS / Our Knowledge and Expertise
Manager Selection
We have built an alliance with the world’s best fund managers to leverage our knowledge and expertise with the objective to offer the best system portfolios to the market, featuring consistent performance and strict risk management. All these Funds have solid track records and endorse our short-term trading strategy.
Sourcing External Managers
To be able to build successful investment strategies, we strive to access only a clearly defined trading strategy. In this regard, the manager selection procedure is one of the most important aspects of our process for seeking alpha. To aid this process a key criterion of our analysis is to focus on the correlation between each strategy and global equity indices. Furthermore, we assess how each strategy functions under various market conditions.
The selection of each external fund manager is on the basis of a variety of quantitative and qualitative criteria, including;
- Long-term positive returns on capital invested
- Positive risk-adjusted performance measures
- Strategy alignment to the portfolio’s objective
- Favourable correlation with other strategies
- Proven track record and risk management capability
Data Collection and Due Diligence:
Our fund manager selection process seeks to identify and select unique trading strategies, which outperform broader market returns by generating uncorrelated alpha trading. Using a disciplined and rigorous due diligence process coupled with ongoing evaluation and analysis, the approved programs bring together an optimal mix of fund managers and strategies. Initially, fund managers are requested to submit their performance data with a list of key documentation. Subsequently, using this data we build the foundation of our analytical assessment. This evaluation of the signal strategies determines the necessity for full quantitative and qualitative due diligence. Interviews are then arranged with the fund managers to validate the initial data from the research.
So the best fund managers of the world send their trade signals to our bridge for integration in our Multi-System Portfolios. This is a truly unique cooperation.
✔ Global funds
✔ Proven best performance
✔ Strategy fit
✔ Unique alliance
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Risk Disclosure: Trading the financial markets on margin carries a high level of risk, and may not be suitable for all investors. Before deciding to open a trading account, you should carefully consider your investment objectives, level of experience, and risk appetite. There is a possibility that you may sustain a loss of some or all of your investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading financial instruments, and seek advice from an independent financial advisor if you have any doubts.
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Chelton Wealth will not accept any US, Australian or Canadian residents with following exceptions: US: those clients that qualify as an ECP (Eligible Contract Participant); Australia: those clients that are defined as “wholesale clients” under the Corporations Act 2001; Canada: those clients who meet the “Permitted Client” criteria.
Under no circumstances will Chelton Wealth accept any clients from the following restricted jurisdictions: Belarus, Burma (Myanmar), Côte d’Ivoire, DR of Congo, Ethiopia, Iran, Iraq, Japan, Liberia, North Korea, Sierra Leone, Sri Lanka, Sudan, Syria, Yemen and Zimbabwe.
