About Us
Investment Forge is a registered and certified name "Investment Forge Gmbh" and we are an investment control management team.
Our numerous team consists of professional analysts, currency traders, stocks exchange brokers and support staff.
Investment Forge provides investment management services to institutions and individuals through the Investment Forge Gmbh funds. We use our own research to select equities that are priced significantly below our assessment of their intrinsic value. Our position is that a focused portfolio of such equities will deliver superior long-term returns and, importantly, less risk of loss than the average equity portfolio.
For investors seeking positive returns regardless of stock market trends, Investment Forge has absolute return funds that invest in our equity portfolios, complemented with hedging to reduce the risk of loss associated with declines in stockmarkets.
Our portfolio is composed by equity funds and absolute return funds.
a) Equity Funds:
Each Fund remains fully invested in equities selected from a specified geographic region.
Each is actively managed to outperform a "Benchmark" index of the stockmarkets in its region.
The equities are selected based on detailed proprietary research which emphasizes relative value.
A Fund's portfolio may be focused and, unlike an index fund, notably different from its Benchmark.
However, the resulting risk of underperforming the Benchmark is regularly monitored .
a1) Global Equity Fund:
This Fund invests globally and seeks to earn higher returns than world stockmarkets with no greater risk. The Fund's Benchmark is the FTSE World Index, including income. The Fund's currency exposure is managed relative to that of the World Index.
a2) Japan Equity Fund:
Japan Equity Fund invests in Japanese equities. The Yen Class is fully exposed to the Japanese yen and has a Benchmark of the Tokyo Stock Price Index, including income ("TOPIX"). . Japan Equity (US$) Fund invests in the Yen Class of the Orbis Japan Equity Fund, hedges most or all of its currency exposure into US dollars and has a Benchmark of the TOPIX, hedged into US dollars.
b) Absolute Return Funds:
These Funds seek absolute (ie positive) returns regardless of stockmarket trends.
They invest directly or indirectly in the Manager's optimal mix of hedged Equity Funds.
They manage risk of loss with stockmarket hedging.
They are able to have no net exposure to stockmarket trends.
They are differentiated from each other by their risk levels and their base currencies.
b1) Optimal (US$) Fund:
This Fund seeks capital appreciation in its base currency, the US dollar, while offering a low risk global portfolio. The Fund invests in selected Equity Funds. The risk of loss of the Fund is managed with stockmarket hedging.
b2) Leveraged (US$) Fund:
This Fund seeks capital appreciation in US dollars on a leveraged global portfolio. The Fund invests up to 200% of its net assets, primarily in the Optimal (US$) Fund. The stockmarket and currency exposures of the Fund are actively managed.
b3) Optimal (Euro) Fund:
This Fund seeks capital appreciation in euro on a low risk global portfolio. The Fund supplements its sole investment, the Optimal (US$) Fund, with currency hedging enabling the Fund to be managed in its base currency, the euro.
b4) Leveraged (Euro) Fund:
This Fund seeks capital appreciation in euro on a leveraged global portfolio. The Fund supplements its sole investment, the Leveraged (US$) Fund, with currency hedging enabling the Fund to be managed in its base currency, the euro.
In our internet offering all investor funds are distributed among all the above funds receiving the investors a rate of return depending on amount and investment period, to check the actual investments options please check our investment plans.
