INVESTMENT STRATEGIES / Our Core Programmes
Chelton Wealth aims to generate attractive risk-adjusted returns for its clients. Risk management is central to the firm’s culture. Our unique methods for managing volatility and “left side” tail and extreme risk are an integral component of our offerings.
Our core investment capabilities lie in the following areas:
‘We select global currency alpha portfolios and seek to achieve mid-teens returns over rolling periods. We expect these returns to be uncorrelated with other asset classes. Managed accounts available. What is a Managed account?
We offer a choice of currency management solutions to help reduce risk and/or enhance returns via alpha strategies and through dynamic or passive hedging. Managed accounts available.
Our team of experienced professionals combines their extensive knowledge of the drivers of financial markets across asset classes with a systematic approach, aiming to generate alpha returns for investors in both funded and overlay investment strategies. Managed accounts available.
Alternative Strategies (AS) pursues its objective by using various investment strategies and allocating its assets among multiple sub-advisers who employ a variety of investment strategies in pursuit of attractive returns consistent with capital appreciation.
Opportunity is a dynamic multi-strategy hedge fund that runs a concentrated portfolio of diverse positions. The Fund has a bias towards a market overlay to take advantage of the current high volatility. The Fund trades FX, equities, OTC and listed options, market, and commodity futures. As the name suggests, the Fund is opportunistic in nature and will also utilise leverage for short-term trades and overlays.
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.
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: Ukraine: Crimea, Donetsk and Luhansk. Russian Federation and Belarus. Afghanistan, Burma (Myanmar), Central African Republic, Côte d’Ivoire, DR of Congo, Cuba, Eritrea, Ethiopia, Haiti, Iran, Iraq, Japan, Liberia, Libya, North Korea, Sierra Leone, Somalia, South Sudan, Sri Lanka, Sudan, Syria, Yemen, and Zimbabwe.