Highlights
Two Absolute Return Investment Strategies:
Masayume Fund is a UCITS IV Sicav regulated by CSSF in Luxembourg, the highest level of regulation for an investment vehicle.
The portfolio managers have been running successfully the same strategies for more than 10 years and have invested their families & own capital in the fund.
Investment Strategies
Marathon
Global mixed allocation
Objective is wealth growth through a global balanced highly diversified portfolio
Investment style is active with a dynamic asset allocation, frequent portfolio adjustments and no benchmark
Active overlay risk strategy protect and adapt exposure levels in all asset classes
Strong commitment by partners & traders that invested their own capital
Reflex
Long/short equity hedge
Active strategy long and/or short in equity indices, currencies and bonds futures markets
Reflex is contrarian, mean reverting and discretionary
No correlation with other asset classes or other L/S equity managers
Strong commitment by partners & traders that invested their own capital
Reflex
Long/short equity hedge
- Active strategy long and/or short in equity indices,currencies and bonds futures markets
Reflex is contrarian, mean reverting and discretionary
No correlation with other asset classes or other L/S equity managers
Strong commitment by partners & traders that invested their own capital
Investment Manager
CAPITAL ADVISORY PARTNERS LTD
CAPITAL ADVISORY PARTNERS LTD
LONDON, UK
LONDON, UK
Authorised and Regulated by the Financial Conduct Authority
Authorised and Regulated by the Financial Conduct Authority
ROBERTO FALZONI
PORTFOLIO MANAGER
“Roberto Falzoni has more then 35 years of experience in investment and risk management, capital markets and private banking. He is currently Director at Capital Advisory Partners in London ,UK. He previously created Dukre Asset Management SA, a Geneva based independent asset management firm in 2001 and a Multi Family Office, Denarius Conseils et Gestion SA in 2006 also based in Geneva. Before he had worked eight years at Credit Lyonnais Suisse SA, where he headed the Alternative Investment Group for institutional clients and high net worth individuals, and was also Director of Stock Market and Derivatives Capital Markets Group. He began his career in Group Tradition in Lausanne. Graduated from university HEC Lausanne, Switzerland.”
ARIK ZALISHNIK
PORTFOLIO MANAGER
“Arie (“Arik”)Zalishnik has 33 years of experience in portfolio management, 29 years in trading and risk managing options and 23 years in trading and risk managing futures. He joined Alternativa Portfolio Management and Consultancy ltd., an Israeli portfolio management company, as a partner in 1991 and served as a portfolio manager, a director and the COO of the company since. He received his Portfolio Manager licence from the ISA in 1997. In his trading he combines a few traditional Technical Analysis methods with multiple market and sentiment indicators to form proprietary counter trend trading strategies.”
Charles-Edouard Bith
FIXED INCOME MANAGER
“Charles-Edouard joined the Investment Manager as Chief Operating Officer and Senior Investment Advisor bringing over 25 years’ experience in front office operations. He started his career as a government bond primary dealer at Natixis, before moving on to head up fixed income trading at Banque Wormser Frères in Paris, where he was also responsible for the development and implementation of Value at Risk based modelling oversight. After two years of portfolio management, Charles Edouard moved to the sales side at ING (then CACIB) and later became Deputy CEO of Scotiabank France. He subsequently was Head of Rates Sales at the Royal Bank of Scotland in Paris, where he was responsible for helping clients to restructure their post crisis legacy strategic portfolios. Charles Edouard holds a Master in nFinance from Paris I University (Sorbonne) and an MBA in Security and Risk Management from EOGN HEC Paris II nAssas”
SVEN MISEREY
RISK MANAGER
“Sven has over 30 years of financial services experience in financial advisory and fund management. Before founding CAP in 2006, Sven was the fund manager for GLG Partners’ structured credit portfolio. Prior to that, he was the Head of Commerzbank’s long only moneymarket and credit portfolios (over EUR 15 billion.) Sven joined Commerzbank from Aurel in Paris where he distributed fixed income and structured products to institutional investors. He began his career on the floor of the Paris exchange and became a futures and options broker for Finacor and Barclays de Zoete Wedd. Sven has provided training in market instruments and fund management for ninstitutional investors and family offices. He is the co inventor and patent holder of CME’s Cleared Interest Rate Swap, and has also graduated from George Washington nUniversity in Washington DC with a BBA in Finance”