Capital Management Advisors (CMA) has been selected by Julius Baer to act as the investment sub-advisor to a fund of hedge funds portfolio.
The proceeds to that portfolio, which is based on the new Julius Baer apex Strategy platform, will be provided by a USD 65 million structured product linked to the performance of that portfolio. The product was issued by AAA-rated Rabobank, who will also provide a capital guarantee over a 10-year term.
The portfolio is diversified across the five main Julius Baer apex investment strategies, with a balanced exposure to Equity, Relative Value and Event Driven strategies.
Capital Management Advisors is an independent financial advisory group established in 1997 to assist high net-worth individuals, family groups and institutions in the management of their financial assets. The group specializes in the selection of both Traditional and Alternative investment managers. The Capital Management Advisors Group currently manages over USD1.4 billion in institutional and private client assets.