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PeterLundstedt
CONFIDENTIAL - DO NOT REDISTRIBUTE
Company: Greenwich Asset Management Group, LLC
User: Peter Lundstedt
Date: 2014-05-10 16:12:57
Please note that the following data and information has been provided directly by the investment manager of the fund or its authorized agent.
GAMG US Large Cap
GAMG US Large Cap
2009 2010 2011 2012 2013 2014
100
125
150
175
200
225
VAMI
Investment Manager Greenwich Asset Management
Group, LLC
Fund Managers Peter Lundstedt
Main Address 15 Lafayette Ct.
Greenwich, Connecticut
06830
USA
Telephone 001 203-733-0311
Web Site http://www.gamgllc.com
Contact Person Peter Lundstedt
Email PLundstedt@gamgllc.com
Manager Details
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Jan -5.34% 1.85% 7.79% 2.59% -3.34%
Feb 4.26% 3.83% 3.29% -1.89% 4.58%
Mar 5.19% 1.40% -0.09% 3.05% -0.78%
Apr 9.84% 0.06% 1.84% -1.27% 0.74% 0.62%
May 12.27% -7.68% -2.36% -8.87% 0.62%
Jun -2.99% -4.26% -1.21% 2.90% -4.56%
Jul 7.93% 8.74% 2.12% 1.17% 4.90%
Aug 1.01% -2.39% -8.89% 2.01% -0.63%
Sep 6.26% 12.37% -11.68% 4.50% 3.33%
Oct -2.05% 4.69% 14.94% -3.07% 3.65%
Nov 6.18% -0.04% -2.14% 0.73% 0.37%
Dec 3.20% 7.86% -3.79% 2.08% 1.39%
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Ret
1
48.75% 23.60% -6.33% 10.70% 14.00% 0.92%
Rfr
2
0.13% 0.10% 0.11% 0.07%
Risk 21.50% 23.15% 14.39% 9.16%
Sharpe 1.09 -0.28 0.74 1.52
Sortino
3
2.22 -0.41 1.12 2.79
1 Period Return 2 Risk-free rate 3 MAR=Risk-free rate
Measuring Fundamentals of U.S. Listed Stocks See: http://gamgllc.com
Hi Are you are looking for a three or more year U.S. Listed (NYSE &
NASDAQ) Equity (Stock) Portfolio which uses Separately Managed
Institutional and Accredited Investor Accounts that hold 40 equal
weighted stocks? Here is a program that has been tested over 300 times:
It works because we are using high fundamentals on stocks above their
200 day moving average. It also works because it reduces risk by
equally diversifying into 40 different investments (U.S. listed stocks).
Ask to see additional results. GAMG starts with a number of different
measurements when searching for stocks for a portfolio. Very few
stocks have all of the same measurements "at the same time". All of the
companies rank in the top 15%. GAMG buys U.S. stocks in equal $
amounts with high fundamental scores and holds them for 3 to 5 years
while replacing the stocks that lag. GAMG's U.S. Listed Equity Long
Only Separately Managed Institutional Account (SMIA) uses concepts
from some of the greatest minds on wall street like: Buffett - EPS con-
sistency and ROE; Templeton - diversify globally in high earning com-
panies; Munger - the market always returns to the mean; and $30 bil-
lion equity manager Bill Hay - equal weighting and rebalancing stocks
works better. GAMG is qualified to assist Institutions, HNW investors
and other managers. GAMG can create long U.S. listed stock portfoli-
os with Large, Mid, Small and All Cap stocks, which you are free to
choose which is best for you. Now is a good time to allocate capital to
this Global U.S. Equity Strategy. For example, with a $20 million dol-
lar SMA account held at your custodian, we would most likely divide it
into 40 equal $ segments to diversify and then fill each slot with the ap-
propriate stock selection. Call or Email with Questions to:
plundstedt@gamgllc.com For Institutional and Accredited Investors.
Regulators: Feel free to call the manager at 001-203-733-031 Regards
Peter Lundstedt U.S. Listed Equity External Money Manager GAMG
15 Lafayette Ct. Greenwich, CT 06831 USA Tel +US 001-203-733-
0311 plundstedt@gamgllc.com www.gamgllc.com
Fund Strategy
Fund Details
Fund name Greenwich Asset Management
Group US Large Cap Buy and
Hold Without Manager Alpha
Fund Status Open to all
Investment Style US Long Biased
Managed Accounts Yes
Fund Statistics
Share Class Name GAMG US Large Cap
Share Class Status Open to all
Fund Structure Standalone
Inception Date 16 Apr 2009
Legal Structure Limited Liability Company
Exchange
Domicile Connecticut, United States
Currency US Dollar
Share Class Details
From Apr 2009 Annual Risk 17.75%
To Apr 2014 Worst Drawdown -20.74%
Num Months 61 Downside Deviation* 9.86%
Annual Return 16.71% Sharpe Ratio 0.93
Return Since Inception 119.34% Sortino Ratio* 1.68
Risk Free Rate 0.12%
Num Positive Months 39
Num Negative Months 22
* MAR=0.12% (USD RFR Apr 2009-Apr 2014)
fund.info
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reenw
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AssetM
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PeterLundstedt
CONFIDENTIAL - DO NOT REDISTRIBUTE
Company: Greenwich Asset Management Group, LLC
User: Peter Lundstedt
Date: 2014-05-10 16:12:57
Fees Service Providers
Administrator Offshore Client Demo
Administrator Onshore Client Demo
Auditor Offshore Client Demo
Auditor Onshore Client Demo
Lawyer Offshore Client Demo
Lawyer Onshore Client Demo
Prime Broker Client Demo
Custodian Client Demo
Secondary Investment Manager Client Demo
Management Fee 1.95%
Performance Fee 1.00%
Performance Fee Payment
Frequency
Since last performance fee
Hurdle Yes (3.00%)
HWM Yes
Subscription 10,000,000
Currency US Dollar
Subscription Frequency Daily
Redemption Frequency Monthly
Notification Period 30 Days
Gate No
Side Pockets No
Hard Lock-up No
Soft Lock-up No
About - Greenwich Asset Management Group is designed to manage US Listed Equity Portfolios through Managed Accounts for foreign and domestic entities. For Institutional and
Accredited Investors. Not a guaranteed investment product. All stocks gain and lose value within economic cycles.
fund.info
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