ALTERNATIVE INVESTMENTS

ALTERNATIVE INVESTMENT

Beyond the three primary asset classes -stocks, bonds, and cash– many other types of investments can be used to diversify investment portfolios. The term “alternative assets” is highly flexible. It may include specific physical assets, such as natural resources or real estate, or methods of investing, such as hedge funds or private equity. In some cases, even geographic regions, such as emerging global markets, are considered alternative assets. It also includes works of art, antiques or even wine. This is investments that are supported by macroeconomic fundamentals and offer the potential to generate uncorrelated, above average returns on a sustainable basis.


OVERVIEW


FINANCIAL ASSETS

Combine a long/short equity strategy with a long-short-equity approach. The strategy targets positive returns in down markets, outperformance in flat markets and participation in market rallies due to a focus on corporate events. The strategy offers investors exposure to equity markets, but with limited volatility. By adding the strategy to an investment portfolio, diversification can be enhanced.

The long/short equity strategy aims to minimize market risk and generate positive returns that are independent from the performance of the equity market. The strategy buys undervalued stocks and adopts short positions in companies that are structurally weak and/or overvalued. This approach enables to benefit from both falling and rising equity prices.

In addition the long/short-equity strategy benefits from events such as restructuring or changes of management, which may lead to the short-term mispricing of a company’s shares.
Objective is to deliver consistently positive returns regardless of the directional movement in equity, interest rate or currency markets. In general, the risk profile of the multi-strategy classification is significantly lower than equity market risk.

By definition, multi-strategy funds engage in a variety of investment strategies. The diversification benefits help to smooth returns reduce volatility and decrease asset-class and single-strategy risks. Strategies adopted may include, but are not limited to, convertible bond arbitrage, equity long/short, statistical arbitrage and merger arbitrage.
Investment strategies that may be used to profit from different corporate events. The timing and implementation of each strategy is a matter of manager judgment. The investment manager seek to profit from security pricing inefficiencies that may occur when companies are involved in corporate events such as mergers, takeovers, restructures (including share buy-backs, spin-offs and capital returns) and capital raisings. The investment focus of such a manager is directed to analyzing the likely effect on security prices due to a corporate event, rather than analyzing and researching company earnings or dividend streams, which is the focus of traditional equity investment funds. Due to the types of investments made by such managers and the general short to medium term holding period of each investment, the returns of event driven investments are likely to be less sensitive to movements in the general equity market than conventional equity investments.

The aim is to produce consistent high risk-adjusted returns that are non-market correlated.

REAL ASSETS

Long term investment attracted by stable and predictable cash flows and relatively low volatility, investors have continued to increase their target portfolio allocations to photovoltaic investments in recent years. In 2015, investments in Photovoltaic’s rose by 12% and the majority of investors say they plan to increase their allocations to the asset class in the long term.
Currently accounting for 19% of global energy consumption, renewable energy sources like wind power is playing a significant and growing role in meeting the worldwide demand for electricity. The wind power industry is becoming increasingly cost-competitive, pushing wind technology to the core of the power industry.

Unsubsidized costs for wind power have declined markedly: in the last 10 years, wind energy has converged almost towards grid parity. As a result, corporate demand for this energy source has increased strongly. While wind power offers significant benefits, the wind market itself is multifaceted and still developing. The appetite for investment in wind power is global, but regional differences remain significant.
Provide investors with a combination of stable cash flows, sustainable investment potential and low correlation with traditional investments. Whilst investments in renewable energy tend to be regarded as a homogeneous whole, they actually comprise various sub-segments with significant differences in terms of costs, returns and risks. The combination of projects that generate attractive risk-adjusted, long-term returns, however, is a complex task.
The aim is to identify properties with sustainable growth potential in terms of rental streams and/or capital values. A particular focus is the investment opportunities that have emerged since the financial crisis due to more restrictive lending policies by banks.
We invest in an inescapable fact. Growing populations create an appetite for food and therefore farmland. We are equipped with farming expertise, investment management discipline and market knowledge all in one place, in-house.

Demand for food is growing. This is driven by global population growth, supported by increased urbanization and household incomes in emerging markets. Meanwhile biofuel usage is becoming mainstream in developed markets, boosted by the renewable energy policies of many Governments. This increasing demand is finely balanced against a finite supply of arable land.
Are long-term; returns do not correlate with equity markets and can, if land is acquired, offer protection against inflation. The most important driver of returns is the biological growth of the trees: the older and larger they become, the more valuable they are. Demand for wood – such as from the construction or paper industry – supports the value of the commodity.

PRIVATE MARKETS

In its broadest sense, private equity is an ownership interest in a company or portion of a company that is not publicly owned, quoted or traded on a stock exchange. However, from an investment perspective, private equity generally refers to equity-related finance that is designed to bring about some sort of change in a private business
Investments in stressed and distressed debt, market distortions in the credit segment offer attractive returns. These market distortions can exist due to rating changes, restructuring or changes in the regulatory environment, the prospectus, etc. The goal is to generate equity like returns with the protection of being a fixed income investor in the ex-ante liquid bond markets. And invest in bonds which due to market dysfunctions trade at significant discounts or attractive risk/return profiles.

PORTFOLIO

Established in 2014, Liouba Sarl is a Ivory Coast based holding company focused on investments in alternative assets, targeting primarily Emerging Markets. Assets supported by macroeconomic fundamentals, we try to offer our shareholders potential to generate uncorrelated, above average returns on a more sustainable basis.

Liouba Sarl aim to build up a cash generative alternative investment portfolio providing our shareholder a focused, transparent and cost-effective mean to access the tremendous growth opportunities in this asset class and in Emerging Markets.

Mammut Capital Multi Strategy -> Discretionary Trading: A fully discretionary investment theme exploiting short-term price movements across asset classes. Discretionary Trading exploits short-term price movements and is fully discretionary (i.e. . Trading is not automated), generating absolute returns without reference to a benchmark. Discretionary Trading can contain both long and short positions across a number of liquid markets including: equities, bonds, commodities and currencies. The investment theme is not managed as portfolio each trade is initiated on its merits. Equity related instruments are to the following indices (trades as expiring CFDs): Nasdaq 100 index, Russell 2000 index, Euro STOXX 50 index, S&P 500 index, Nikkei 225 index, and DAX 30 index. Fixed income within this theme is restricted to trading the following instruments expiring CFDs: 30 year US T-bond, 10 year US T-Notes and German Bund. Commodity related instruments are within this theme restricted to the following instruments traded as expiring CFDs: Gold, Silver, Copper and US Crude, Brent. For currencies sand FX spot crosses may be traded, although the theme mostly trades: EUR USD; USDJPY; AUDUSD, GBPUSD and EURJPY.

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