Investment Programs
Hathersage offers individually tailored Managed Accounts utilizing the trading strategies of two distinct programs.
Drawing on the over 25 years experience of Bill Lipschutz, the programs have developed and proven policies and procedures.
To explore the programs further, generate window results using your own calculation periods and investment amounts.
| Objective | Capital appreciation Moderate monthly return variance |
| Markets | FX spot, FX forwards and OTC currency options USD, JPY, EUR, GBP, CHF, CAD, AUD, NZD, SEK, NOK |
| Horizon | Short to intermediate term |
| Drawdown | Strictly limited to 5.0% maximum in any month |
| Account | Managed accounts USD 25 million minimum |
| Fees | Management fee: negotiable Incentive fee: 20% of net new profits |
| Objective | Consistent and low-risk capital appreciation Minimum variance |
| Markets | FX spot USD, JPY, EUR, GBP, CHF, CAD, AUD, NZD, SEK, NOK |
| Horizon | Short term |
| Drawdown | Strictly limited to 2.0% maximum in any month |
| Account | Managed accounts USD 15 million minimum |
| Fees | Management fee: negotiable Incentive fee: 20% of net new profits |
FOR INFORMATION ONLY. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.
