Investment Strategy

EMB Fund Limited Utilises a Core-Satellite Investment Approach

Core-Satellite Portfolio Management is an investment strategy that incorporates traditional fixed-income and equity-based securities (i.e. index funds, exchange-traded funds, passive mutual funds, etc.) as the “Core”. The balance is invested across bespoke individual securities and is known as the “Satellite”.

To gain performance in the Satellite, the Fund may utilise high risk securities including low credit quality and distressed securities, which can become illiquid. The Fund may at times use highly speculative investment techniques including short-selling, high leverage, futures, swaps and notional principal contracts, currency speculation, short sales and uncovered option transactions.

Both Core and Satellite portfolios are constantly reviewed and rebalanced to manage risk and to take advantage of ever-changing market movements and forecasts.

Core Investments

Fund Investment Objectives

The objectives are to offer growth that outperforms world stock markets. This will mean exposure to risk. There is no guarantee that in any time period, particularly in the short term, the Fund’s portfolio will achieve appreciation in terms of capital growth. Investors should be aware that the value of Participating Shares may fall as well as rise.

Investment Portfolio

In seeking higher return, alongside managing risk at all times, the Fund will invest all of its available capital (other than monies the Investment Committee retain in cash or cash equivalents) in trading programs, securities and other intangible investment instruments. While some of these instruments are traded in public markets, markets for such instruments are generally subject to fluctuations. The market value of any particular investment may be subject to substantial variation. In addition, such securities may be issued by unseasoned companies and may be highly speculative. No assurance can be given that the Fund’s investment portfolio will generate any income or appreciate in value.

Core Portfolio

Site Notice

This important feedback outlines certain legal and regulatory restrictions and other matters applicable to any investment in EMB Fund Limited.

All reasonable precautions have been taken to ensure the accuracy of information available through this website. The information may be amended at any time without notice.

The information contained in this website is for information purposes only and the Directors of EMB Fund Limited are not soliciting any action based on the information provided.

Investment in EMB Fund Limited will not be suitable for all investors. It is recommended prior to any investment that any prospective client takes advice from an authorised Financial Adviser.

Any individual accessing this website acknowledges and accepts that:

  1. The information supplied on this website and access to EMB Fund Limited is not available to retail investors.
  2. You are a professional or sophisticated investor as defined by your jurisdiction’s regulatory body; OR
  3. You are a regulated financial adviser as defined by your jurisdiction's regulatory body; OR
  4. An Eligible Counterparty as defined by your jurisdiction's regulatory body for the purposes of using our services;
  5. Your visit to this website is unsolicited; and
  6. You acknowledge this website may contain information on products and/or services which may not be available in, or compliant with the local regulations, in the jurisdiction in which you reside or operate.
  7. EMB Fund Limited does not have Regulatory Permissions to be marketed to UK based investors.