January 27th, 2010
their “Finam” summed up the individual asset management in 2009. During this period, all available to clients holding the investment strategy demonstrated a significant positive returns. The most significant momentum portfolios shown in the structure of which occupy a large share of the action, above all, the second echelon. The leader was the strategy of “long-term growth”.
In the past year, the average value generated in the framework of its portfolio has grown by 267%. High levels of strategy, long-term growth “associated with an investment only in stocks, a substantial portion of which occur in low liquidity securities. Other approaches to asset management based on fundamental analysis and puts on an equity instrument, also brought customers “Finam” substantial profitability. In particular, in 2009 it was 108% for the strategy of “aggressive” and 79% for the strategy of “balanced”.
Strategy “Conservative” is focused on the minimal risk of subsidence of capital, much of the funds within it can be for first-rate debt securities issuers. Despite this, from the beginning, it looks noticeably better alternatives for investment, in particular, bank deposits. Last year the cost of conservative portfolios Finam increased by 44%.
In 2009, an investment holding company “Finam” presented to its customers several innovative strategies, asset management, combining fundamental analysis and advanced ideas of portfolio management. They all helped to increase the value of client portfolios. Most high dynamics showed strategy “flexible strength”, the annual yield of which amounted to 178%. “All the benefits (it is, in particular, is available to customers UK” Finam Management “, using the services of DO-Light”) and “Seven Samurai” have allowed investors to earn for the year 137% and 88% respectively.
demonstrated a good efficiency and approaches to asset management, focused mainly on mathematical methods. The best indicator for him last year reached 144%.
“I think the results of our work can be regarded as positive. that we have developed a multi-level risk management system has helped to avoid a big drawdown of capital in 2008, and the high returns of the past year has allowed our customers to get an attractive long-term profitability. For three years she was in zavismosti from the strategy is in the range 37-247%. This means that we have fulfilled its main objective the protection of investors and the capital increase, which could receive an income that exceeds that of most other areas of investments “, - said Head of the classical market Finam “Vassily Konovalov.
“After overcoming the most acute phase of the global economic crisis in 2009, we look confidently into 2010, pending the development of recovery processes in the economy. According to our estimates, while maintaining low interest rates and accelerating growth in the economies of developing countries, interest Investors continue to shift toward emerging markets, and Russia will not stand aside. Among the major beneficiaries of the economic recovery process we identify the banks and producers of base metals, which can significantly improve financial results in 2010. We plan to increase the share of these sectors in our investment portfolio “- says strategist Finam” Vladimir Sergievsky.
Department of Public Relations and Media Investment Holding Finam.
Recommendations on RTS Index futures for Monday
The balance of power in the oil market today, designed to be a major obstacle to domestic bull
Recommendations on the shares of Gazprom, Lukoil, Transneft “and” FGC UES “
Speculative recommendation on shares of Polyus Gold, Gazprom, Lukoil, Sberbank and VTB
During the Christmas holidays enterprise “KES-Holding” increased generation of electricity by 3.8%
Residential real estate will continue to cheapen, office - has reached bottom
On the U.S. stock market continues corporate reporting season
By the market close on Friday, the index Dow Jones Industrial Average fell by 0.94%
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