Excellence in Asset Management
Sy Schlueter, CAI Analyse und Beratung GmbH
	The Origin
	Historic Parrallels
	Why the Name?
	Investment Strategy
	Investment Strategy con't.
	Momentum Analysis
	Example: Long Position
	Example: Short Position
	The Structure
	Result
David Donnelly, Gordon House Asset Management
	Background
	Gordon House Optimal Fund plc
	Gordon House Optimal Fund plc con't.
	Investment Strategy
	Macro decisions are driven by:
	The Key to our Success
	Leave distribution to others…
	Asset Alliance
	Asset Alliance Portfolio of Managers
	Going Short
	Cutting Losses
	Cartoon
	Return & Risk Statistics
	Conclusion
Carlos Cerezo, Park Place Capital Limited
	Inmportant Information
	Index
	Characteristics of Hedge Funds
	Park Place Capital
	Investment Team
	Investment Methodology
	Investment Methodology
	Investment Methodology con't.
	Implementation
	Park Place Track Record
	Galileo' Monthly Performance
	Information
Panel Q & A