Seafarer Overseas Growth & Income Fund Inv Cl · NASDAQ:SFGIX
Seafarer Overseas Growth & Income Fund Inv Cl — Seafarer Overseas Growth and Income Fund — Investor Presentation (September 2015)
7 slides from Seafarer Overseas Growth & Income Fund Inv Cl's investor presentation, September 2015
Slide 1: Seafarer Overseas Growth and Income Fund: Overview of Risk Management Practices
Seafarer Overseas Growth and Income Fund! Overview of Risk Management Practices! September 2015!
Slide 2: Disclosures
Disclosures! ALPS%Distributors,%Inc.%is%the%distributor%for%the%Seafarer%Overseas%Growth%and%Income%Fund.%%% This%material%must%be%accompanied%or%preceded%by%a%prospectus.%%View%the%Fund’s%prospectus%at%www.seafarerfunds.com/prospectus.% Important%Risks:%%An%investment%in%the%Fund%involves%risk,%inc
Slide 3: Risk Management for the Fund
Risk Management for the Fund! “Micro” Currency Risk Model! Individual “Macro” Security Currency Risk (Issuer) Risk Model! Analysis! Portfolio Construction! Position Weights! Number of Positions! Currency Exposures! 3%
Slide 4: Issuer Risk
Issuer Risk! Goal! Risk Assessment! Risk Management! • Use “bottom-up” analysis to • Identify risks or events that • Control individual risks via identify material risks and might interrupt the company’s position size! other issues that might beget ability to produce operating excessive volatility o
Slide 5: "Micro" Currency Risk
“Micro” Currency Risk! Goal! Risk Assessment! Risk Management! • Identify individual companies • Measure the currency • Use “micro” scores as one susceptible to currency risks, composition of the company’s factor in position weighting! and measure the aggregate revenues, costs and debt! • Use unders
Slide 6: "Macro" Currency Risk
“Macro” Currency Risk! Goal! Risk Assessment! Risk Management! • Identify emerging market • Measure a country’s overall • Determine a macro “score” currencies that might be economic health and for each currency, and grade prone to excessive volatility, indebtedness! each on a relative risk scale! de
Slide 7: seafarerfunds.com
seafarerfunds.com! SEA000385%%
Seafarer Overseas Growth and Income Fund — Investor Presentation (September 2015) on 6ix