Theta Enhanced Asset Management Limited is regulated by the Jersey Financial Services Commission; Clarmond Wealth Limited is authorised and regulated in the UK by the Financial Conduct Authority. Team-Clarmond is the trading name of the Joint Venture between Theta Enhanced Asset Management Limited and Clarmond Wealth Limited.                                                                                                                                     

TEAM

Process


TEAM-Clarmond has developed a proprietorial asset allocation process that is based upon the expansion and contraction credit and currency - the key drivers of asset prices.

TEAM-Clarmond defines the mains asset classes as being equities, fixed income, real assets, gold and inflation-linked bonds. The dynamic credit and currency position indicates which of these asset classes is likely to outperform and which is likely to perform poorly.

Furthermore TEAM-Clarmond has broken down each asset class into underlying sectors and, applying the same credit and currency process, allocates between these various sectors to gain exposure to the best performing sectors whilst avoiding the worst.

TEAM-Clarmond uses Exchange Traded Funds (ETFs) that provide the most liquid and best value tools for investment. The underlying investments are made in US$’s but can be hedged into a client’s currency of preference.

Process

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