There are always risks with investments and one of the benefits of working with Logic Fund Management is our capability to help determine your risk tolerance.  Generally speaking our fixed income portfolios have a low risk tolerance where as our capital gain portfolios seek much higher risk/returns.  There can be no guarantees of return, but our past performance is credited to the following principles:

Experience

Our experienced team has comprehensive global experience across all asset classes.  Our depth of knowledge and contact base spans across all markets and we constantly use this to our advantage.

Research

We constantly analyze macro-economic trends leading to market volatility to paint the big picture.  We also have technical analysts who understand their market concentrations and provide reports on compelling companies.

Isolation

Our location in Wanaka, New Zealand allows us to take a macro perspective on the global markets.  As the sun rises we are able to analyze the day’s happenings in Europe and America whilst preparing for our own and Australian investments.  We are a day ahead of the rest and are able to execute deals in a timely manner.

Short Selling

Shares are fungible, meaning one share is the same as another.  Therefore we can borrow one and return another as long as they are of the same class set.  When selling short, we borrow shares at a higher price, predicting them to fall and sell at a lower price.  We make a profit off the difference and pay the lender a borrower’s fee.  We believe short sellers are essential to keeping the market healthy, honest and clean.  This happens because of a short seller’s ability to draw attention to market problems and problems within a particular company.

Flexibility

We believe many of the problems seen in recent years have come from a set and forget mentality with financial investing.  Due to our small size and active management philosophy, we never set and forget.  We analyse risk daily and have the capability to react to macro economic and individual company in order to keep your investments performing.

Liquidity

This is a top priority for all of our investments and is a main facet of our investment philosophy.  We have the ability to expeditiously convert your investments to cash as quickly as we purchased them.  Noting the recent global recession, we believe liquidity is one of the primary tools in risk reduction.