Waldmann Asset Management Asset Management Launches Two New Fund-of-Funds


Posted January 15, 2014 by seogladiator

Waldmann Asset Management Asset Management Launches Two New Fund-of-Funds

 
Waldmann Asset Management Asset Management announces the introduction of two new fund-of-funds, the Waldmann Asset Management Income Strategies Portfolio and the Waldmann Asset Management Satellite Strategies Portfolio. Both portfolios will be managed by Waldmann Asset Management's Quantitative Strategies, the same portfolio team that oversees the four Waldmann Asset Management Asset Allocation Portfolios.

The Waldmann Asset Management Income Strategies Portfolio, whose primary objective is current income and secondarily capital appreciation, seeks income - producing potential by investing in a combination of 10 income-oriented Waldmann Asset Management funds. Using the Global Tactical Asset Allocation strategy, Waldmann Asset Management adds value by actively managing exposure to global stock, bond and currency markets, tactically shifting allocations each quarter based on the team's forward-looking global market outlook. Over the long term, the allocation mix is expected to be 40% equity/ 60% fixed income funds. The Portfolio is principally designed to provide income for retirees, but can also be used as an investment income source for people not yet retired.

"Waldmann Asset Management created this new fund given the important need that individuals have for additional income; one that has been increasing as a result of sharply rising life expectancies," said Perry Chu, managing director and portfolio manager for Waldmann Asset Management's Quantitative Strategies Team. "Waldmann Asset Management concurs with most financial experts that, in order to maintain their lifestyles in retirement, retirees (or "investors") will need to have 70-80% of their pre-retirement income," added Ms. Chu. "By investing in an income producing vehicle like the Waldmann Asset Management Income Strategies Portfolio, investors also maintain exposure to equity investments which can help them better manage their financial need for continued growth opportunities."

About Waldmann Asset Management
Waldmann Asset Management is one of Asia’s premium providers of investment, advisory and risk management solutions. At the foundation of Waldmann Asset Management's business is our belief that our clients’ needs are of paramount importance. Our commitment to investment excellence is anchored in a shared culture that always places a client’s interests first, from individual investors to the world’s largest institutions. We act always as a fiduciary for our clients, never trading as a principal on our own behalf. Waldmann Asset Management is committed to providing a broad set of investment solutions for our clients, striving to achieve the best balance between risk and opportunity.

Media Contact:
Waldmann Asset Management
http://www.waldmann-asset-management.com
contact-waldmann-asset-management.com
Unicorn Trade Centre, 127-131 Des Voeux Road Central, Central, Hong Kong
phone: +85258284316
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Issued By Waldmann Asset Management
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Last Updated January 15, 2014