PMV Investment Offerings are actively managed using our extensively researched, systematic process and are designed to provide the following benefits:

Growth Potential

 

Identifying momentum trends in various asset classes, along with the capacity to take concentrated positions, creates the potential to add value on an absolute and risk-adjusted basis over a full market cycle.

Downside Protection

 

Our carefully selected Global Investment Universe, the ability to raise cash as needed, and active risk management strategies combine to offer the downside protection our investors expect.

Adaptable Allocations

 

Our adaptable asset allocations provide us the flexibility to perform in many different types of market environments. The success of our strategies do not depend solely on stock prices going up.

Managed Accounts

PMV Momentum Series

Unlike traditional models, which buy-and-hold a static weighting to stocks and bonds, our Momentum Series adjusts the selection of  asset classes based on current momentum trends. The benefit of this approach is that we are able to control which risk factors we have exposure to, permitting greater risk control and the ability to seek gains from the best performing markets.

Venture Aggressive Moderately Aggressive Conservative Moderate Return Risk Momentum Series Portfolios

The chart above illustrates that relationship between risk and return of various PMV portfolios. These relationships will change over time, and not all portfolios are right for all investors. Actual portfolios, models, and Funds will have materially different results. No charts, graphs, or formulas depicted herein should imply, directly or indirectly, that such device can be used to determine which securities to buy or sell or be used as a determining factor in deciding whether to invest with PMV.

Investment Funds

PMV Private Investment Funds build upon the success of our Momentum Series, adding our proprietary Up-Capture Strategy which uses derivatives to define maximum position losses over each period.

 

The resulting Funds are designed to seek superior risk-adjusted returns while providing protection against losses via limited market exposures.

IMPORTANT DISCLOSURES

 

THIS INFORMATION IS NOT INTENDED TO BE RELIED UPON AS THE BASIS FOR AN INVESTMENT DECISION, AND IS NOT, AND SHOULD NOT BE ASSUMED TO BE, COMPLETE. NO ONE SHOULD CONSIDER INVESTING IN A FUND WHO IS NOT, EITHER ALONE OR TOGETHER WITH SUCH INVESTOR’S FINANCIAL ADVISERS, FINANCIALLY SOPHISTICATED AND CAPABLE OF EVALUATING THE MERITS AND RISKS OF AN INVESTMENT. ALL PROSPECTIVE INVESTORS IN ANY FUND OFFERED BY PMV OR ITS AFFILIATES (EACH A “FUND”) MUST, AT A MINIMUM, MEET THE FINANCIAL SUITABILITY STANDARDS FOR “ACCREDITED INVESTORS” UNDER APPLICABLE SECURITIES AND EXCHANGE COMMISSION (“SEC”) REGULATIONS. CERTAIN INFORMATION CONTAINED IN THIS DOCUMENT HAS BEEN OBTAINED FROM SOURCES OUTSIDE OF PMV. WHILE SUCH INFORMATION IS BELIEVED TO BE RELIABLE FOR THE PURPOSES USED HEREIN, NEITHER PMV NOR ANY OF ITS RESPECTIVE AFFILIATES, ASSUMES ANY RESPONSIBILITY FOR THE ACCURACY OR COMPLETENESS OF SUCH INFORMATION AND SUCH INFORMATION HAS NOT BEEN INDEPENDENTLY VERIFIED BY PMV OR ANY OF ITS RESPECTIVE AFFILIATES.