AN
INTRODUCTION
The Ubique Portfolio has been designed to offer flexibility and robustness by actively developing, refining and researching different investment and trading strategies across a myriad of different markets. The name Ubique, meaning everywhere, harks to the fact that the investments contained within it could be from anywhere. Why limit our investing options if better opportunities present themselves in areas we aren't currently investing it.
As a byproduct, it means that as certain investment strategies lose their potency due to changing market conditions, the portfolio has the ability to move into more advantageous ones. This, combined with the spreading of risk by diversifying market exposure to multiple strategies at once aims to give Ubique a foot up on other traditional buy-and-hold portfolio's.
One common theme throughout all of the trading strategies which make up Ubique is their systematic, quantitative approach. To be considered eligible to be part of the portfolio, we believe there can be no discretionary elements to a strategy. Why? For a number of reasons. Firstly, you cannot run back tests on discretionary investing as there are no hard rules which dictate your actions. Secondly, discretionary trading requires a human, and humans pose a major issue when investing. They are emotional creatures, are easily influenced by opinions, emotions, and are rarely running at 100%. As such, we prefer a mechanised approach, which is testable, repeatable, and results observable. In other words, we are turning the art of investing into the science of investing.
BY THE
NUMBERS
Compounded Annual Growth Rate
29.02%
Average Annual Return
21.42%
Inception
Nov 2008
Drawdown
-22.37%
EQUITY
GROWTH
Starting Balance $100,000.00
HISTORICAL
PERFORMANCE
PORTFOLIO ALLOCATION
The Ubique portfolio is the culmination of multiple investment and trading strategies which work together with the aim of providing a non-correlated portfolio. As with all strategies, we are constantly testing new and improved ideas which will add and/or replace other components over time. Below are the current individual constituents that make up the Ubique Portfolio.
