In the long run methods of active investment management allow our funds to exceed leading market indices, regardless of the current market situation. These methods are based on our own investment models, developed with the help of professional mathematicians and programmers, and allow calculating strategies and managing risks with a given probability.
Our strategies are capable of producing positive returns in both rising, falling and stagnant stock markets. The goal of each strategy is to offer clients a higher return at a manageable risk as compared to bank deposits and a more stable return over a long period of investment.
Investment risk management is carried out on the basis of VaR (Value at Risk), which in turn is based on volatility. The goal is to prevent the portfolio value from falling by more than 5% during any 20-day period (with a 99% probability). As the result, we get a smoother yield curve with a high Sharpe ratio.
FB Opportunity Fund
The fund is intended for professional high-risk investors.
This is an actively managed fund.
The purpose of the fund is capital appreciation. Since the inception of the fund, the average annual yield has been 14-17%.
The current Sharpe ratio of this fund is 4.50.
The fund invests at least 60% of its assets in derivative instruments in the US stock market.
The fund is a liquid instrument, since the investor has the right to enter the fund and withdraw from the fund once a month.
The fund uses a hedge fund strategy and is able to make a profit in both the growing and the falling stock market.
The strategy employed since the foundation of the fund (7 March 2016) demonstrated a total yield of -68%.
Starting from 1 of April 2020 new terms and conditions of FB Opportunity Fund come into force. Check out the new terms and conditions here.
The rate of return achieved by the fund in past periods does not guarantee the rate of return of the fund in future periods.
FB Asset Management AS is a management company licensed by the Estonian Financial Supervision Authority. We professionally manage assets and our own funds. In FB Asset Management we specialize in creating both general and personalized investment products, while striving to ensure absolute return on invested funds, regardless of market conditions.
- stock investing (via own funds)
- professional fund management
- creation of new funds
Based on trust and scientific approach
In all our investments without exception we use our own capital along with the raised one. Our strategies and operating principles are transparent and easy to understand.
Our strategies are mathematically precise and exploit market inefficiencies. These mathematical models allow processing millions of operations in a fraction of second as well as calculating strategies and manage risks with a given probability.
The goal of every stock strategy is to offer the investor a higher yield compared with bank deposits at moderate risk, regardless of movement of traditional markets. Our active stock strategies demonstrated a yield of 8-17% per annum.