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Valu-Trac applies the discipline of Intrinsic Value to manage a variety of funds and portfolios. Valu-Trac offers its own pooled funds and segregated accounts, and also advises third party funds.
Valu-Trac Strategic
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Valu-Trac Strategic is a dynamic asset allocation strategy (long/short) targeting absolute return. It is diversified over equity markets, bond markets, currency pairs and commodities and is implemented using exchange traded futures. Available to non-US Persons and US Qualified Exempt Persons as a managed account or via a Cayman Islands Fund (requires login/password)
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| Income Strategy |
Objectives are to provide a sustainable and growing income, and also to preserve capital. The strategy aims to achieve this by investing in Equities and/or Bonds. Managed as a separate account on behalf of a UK Charity since 2003
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