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FCM Value Proposition
1.
INVESTOR PRESENTATION 1 © 2015
Ferrell Capital Management, LLC All Rights Reserved Confidential and ProprietaryPrepared: March 2015 ADVISER PRESENTATION Measures of Music and Risk: Common languages for all liquid markets CONCERT Strategies: In tune with markets and client objectives FERRELL CAPITAL MANAGEMENT Prepared March 2015 FOR INSTITUTIONAL INVESTOR USE ONLY
2.
INVESTOR PRESENTATION 2 © 2015 Ferrell
Capital Management, LLC All Rights Reserved Confidential and Proprietary Prepared: December 2014 ADVISER PRESENTATION CONCERT Philosophy 1. Relieve investor fear and protect capital 2. Control range of returns by tactically managing and allocating risk 3. Static benchmarks cannot adapt to changing risk – CONCERT can 4. Global market turmoil = sovereign bonds or cash 5. Wealth preservation critical – superior upside / downside capture Prepared March 2015 FOR INSTITUTIONAL INVESTOR USE ONLY
3.
INVESTOR PRESENTATION 3 © 2015
Ferrell Capital Management, LLC All Rights Reserved Confidential and Proprietary Prepared: December 2014 ADVISER PRESENTATION Value Proposition Peace of mind and exposure to healthy markets Team - experienced in the math/science of measuring market risk and the practical application of risk allocation Competitors = “Smart Beta”: static, unreliable CONCERT edge – unique risk pedigree Unconstrained by industry conventions Continuing thought leadership, new product development Prepared March 2015 FOR INSTITUTIONAL INVESTOR USE ONLY
4.
INVESTOR PRESENTATION 4 © 2015 Ferrell
Capital Management, LLC All Rights Reserved Confidential and Proprietary Prepared: December 2014 ADVISER PRESENTATION CONCERT Team – Experience* Prepared March 2015 William G. Ferrell, President & CIO Julie A., ETF Sales / Strategist Joseph T. D’Avanzo, Financial Engineer Stephen H. Bitteker, Sales / Marketing David B., Investor & Board Member Carol D., Legal Advisor Sebastian M., ETF Research Jim V.P., System Architect FOR INSTITUTIONAL INVESTOR USE ONLY * For reference purposes only. These companies are not endorsing nor sponsoring our offering
5.
INVESTOR PRESENTATION 5 © 2015 Ferrell
Capital Management, LLC All Rights Reserved Confidential and Proprietary Prepared: December 2014 ADVISER PRESENTATION Market opportunity Prepared March 2015 $100B in emerging market ETFs exposure to declines in Russia (2014) and Brazil (2015) 5 year return = 0% Cap-weighted and “Smart Beta” benchmarks: fixed and inefficient investors copy for lack of viable alternatives CONCERT – Reallocates high risk to stable return CONCERT – Scalable for global and domestic indices FOR INSTITUTIONAL INVESTOR USE ONLY
6.
INVESTOR PRESENTATION 6 © 2015
Ferrell Capital Management, LLC All Rights Reserved Confidential and Proprietary Prepared: December 2014 ADVISER PRESENTATION Barriers to Entry Intellectual Property: The CONCERT System - beyond the scope of asset allocators Team - skills essential for quantitative portfolio management, trading, execution and sales Common Vision, Professional Values and Focus on favorable investment outcomes for investors Continued evolution will frustrate attempts to emulate Prepared March 2015 FOR INSTITUTIONAL INVESTOR USE ONLY
7.
INVESTOR PRESENTATION 7 © 2015
Ferrell Capital Management, LLC All Rights Reserved Confidential and Proprietary Prepared: December 2014 ADVISER PRESENTATION 0.0 0.5 1.0 1.5 2.0 (1) 0 +1 Portfolio Marginal Sharpe Sharperatio ρ Prepared March 2015 Allocations avoid markets in turmoil and favor countries with uncorrelated, attractive Sharpe ratios Note : size of bubble denotes investment allocation. Correlation FOR INSTITUTIONAL INVESTOR USE ONLY
8.
INVESTOR PRESENTATION 8 © 2015
Ferrell Capital Management, LLC All Rights Reserved Confidential and Proprietary Prepared: December 2014 ADVISER PRESENTATION Fixed allocation (annual rebalance)* Marginal Sharpe vs. Fixed Allocation* Concert Marginal Sharpe Investment allocations represent a customized version of the MSCI ACWI FOR INSTITUTIONAL INVESTOR USE ONLY
9.
INVESTOR PRESENTATION 9 © 2015
Ferrell Capital Management, LLC All Rights Reserved Confidential and Proprietary Prepared: December 2014 ADVISER PRESENTATION Picture Marginal Sharpe Fixed Allocation Return over period 106% 34% Annualized return 10.3% 4.1% Average return per month 0.85% 0.44% Annualized volatility 9.2% 17.6% Annualized semi-volatility (below zero) 4.9% 13.0% Sharpe ratio 0.95 0.15 # of winning | losing months 57 | 31 57 | 31 Per cent winning | losing 65% 65% # of winning | losing quarters 21 | 9 19 | 11 Per cent winning | losing 70% 63% # of winning | losing years 7 | 1 6 | 2 Per cent winning | losing 88% 75% Largest drawdown -17.6% -50.9% Months to recover 24 66 Best and worst month 10.0% | -6.0% 17% | -15.0% Best and worst quarter 16.1% | -9.1% 22.3% | -19.6% Best and worst year 34.3% | -13.1% 49.1% | -43.0% 28 Feb 2007 - 09 Jul 2014 Key figures FOR INSTITUTIONAL INVESTOR USE ONLY Strategy is a customized version of the MSCI ACWI
10.
INVESTOR PRESENTATION 10 © 2015
Ferrell Capital Management, LLC All Rights Reserved Confidential and ProprietaryPrepared: March 2015 ADVISER PRESENTATION Crowdfunder terms require removal of private deal information Capital Request Prepared March 2015 FOR INSTITUTIONAL INVESTOR USE ONLY
11.
INVESTOR PRESENTATION 11 © 2015
Ferrell Capital Management, LLC All Rights Reserved Confidential and ProprietaryPrepared: March 2015 ADVISER PRESENTATION CONCERT software / hardware SMA’s for current clients Team employment contracts Distribution / Branding / Sales events CONCERT Emerging Market ETF launch Use of Proceeds Prepared March 2015 “The investment will launch a transformational risk allocation philosophy uniquely designed to protect wealth and produce consistent performance without relying on return forecasting.” William G. Ferrell FOR INSTITUTIONAL INVESTOR USE ONLY
12.
INVESTOR PRESENTATION 12 © 2015
Ferrell Capital Management, LLC All Rights Reserved Confidential and ProprietaryPrepared: March 2015 ADVISER PRESENTATION Crowdfunder terms require removal of private deal information Financial Overview (,000) Year 1 Year 2 Year 3 Revenue Expenses EBITDA SH ROE Prepared March 2015 FOR INSTITUTIONAL INVESTOR USE ONLY
13.
INVESTOR PRESENTATION 13 © 2015
Ferrell Capital Management, LLC All Rights Reserved Confidential and ProprietaryPrepared: March 2015 ADVISER PRESENTATION Vision “Create efficient investment products that provide peace of mind and better returns than traditional benchmarks” __________________________________ 3 Greenwich Office Park Greenwich, Connecticut 06831 +001 (203) 862-9500 wferrell@ferrellcapital.com www.ferrellcapital.com Summary Prepared March 2015 VWO FOR INSTITUTIONAL INVESTOR USE ONLY
Notes de l'éditeur
www.ferrellcapital.com/bubbles-lux-static www.ferrellcapital.com/bubbles-lux-rotation
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