RISK MANAGEMENT

FREEDOM CAPITAL has developed a strong expertise in risk management. Clients typically ask us to analyze existing portfolios that are currently managed by other asset management firms in order to get our advice on how to improve returns.

FREEDOM CAPITAL has developed a specific expertise in single stock hedging strategies. Using the derivatives specialists of our custodian banks, we are able to set up hedging strategies that will protect our clients’ holdings while giving them some flexibility in terms of liquidity. This is especially important for our clientele of entrepreneurs who oftentimes have large holdings in one stock and need to diversify the risk.

In the recent years, FREEDOM CAPITAL has gained a large number of clients who had the right asset protection structures but the wrong manager to invest these assets and protect the capital from bad investments. Our investment strategy is well suited to achieve the objective of capital protection as we want to achieve positive absolute returns in all circumstances. For example, we have set up investment portfolios that are 100% capital protected for our most conservative clients.