BAI Webinar: Currency Risks in Private Assets
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Speaker
Jasper Duex
Founder · Member of the Management Board · Chief Investment Officer
Jasper Duex is founder of 7orca Asset Management and member of the Management Board. In his role as Chief Investment Officer, he is responsible for the development, implementation and performance of the firm’s investment and risk management strategies. His areas of responsibility include Portfolio Management, Exposure Management and Quantitative Research. In addition, he oversees the ongoing development of the investment processes.
Jasper Duex holds a Master’s degree in Banking and Finance and a Bachelor’s degree in Business Administration.
Holger Bang, CFA
Head of Portfolio Management
Holger Bang is Head of Portfolio Management at 7orca Asset Management. In this role, he is responsible for the conceptualisation and implementation of currency overlay solutions as well as for the performance of these strategies. In addition, he is responsible for the firm’s volatility strategies and is a member of the Investment Committee.
Holger Bang holds a degree in Economics and is a CFA Charterholder.
Disclaimer
The strategy presented in this document for hedging currency risks (currency overlay management) is aimed exclusively at professional investors according to the German Securities Trading Act (WpHG) and can only be implemented for such investors (typically in a fund structure).
All assumptions, forecasts and disclosures are based on the standardised set-up of the active currency overlay management strategy, which was carried out at average market costs. Further information on this standard investment process can be found in the Generic RfP, which is available from 7orca Asset Management AG upon request. Due to the different investor needs and situations as well as the resulting specific pricing, further individual costs for administration and custody are not taken into account. However, 7orca Asset Management AG will be pleased to provide you with a specific offer that reflects your individual requirements and conditions. The investment strategy of an active currency hedging has a trend-following character. It should therefore lead to the same results under the same market conditions.
Since market conditions repeat themselves regularly, but not in identical form, the hedge ratios and performance indicators listed in this document can illustrate the characteristics of our strategy. However, they refer to past price developments of currency pairs and are therefore not a reliable indicator of future results. All information in this document has been compiled to the best of our knowledge based on the data available to us. However, no civil liability can be assumed in this respect. References to specific financial instruments are purely exemplary and should under no circumstances be construed as recommendations in the sense of investment advice. A publication of 7orca Asset Management AG.