Contact us at Tel.: +1 (246) 228 5363 Barbados
contact@universalventuresfund.com

Investment Strategy

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Strategy

The Company is designed to seek capital appreciation opportunities for each Fund by investing primarily, but not exclusively in securities issued by privately held or quoted industrial or commercial companies throughout the world with emphasis on emerging markets.

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Research

The Universal Ventures Fund aims to select assets which are based on extensive research and communication with the present owners of such assets. These assets can be expected to experience an appreciation within a five to ten year time horizon, in excess of the major stock indices of the world.

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Diversified Portfolios

The primary strategy of the Universal Ventures Fund is to hold diversified security portfolios. Instances where subscriptions are in accordance with the provisions of the Fund’s Offering Memorandum, a flexible investment strategy will be applied. UVF will structure the investment program of each fund based on the specific objectives of that fund. Investment strategies may include distressed equity, event driven, long short equity, global macro and others.

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The company may but is not limited to:

 

1

Invest in Securities

Investing in securities. Issuers of the securities may be from any industry, region or sector excluding U.S. issuers. The Company may extend credit through the use of stock lending for additional returns;

 

2

Purchase or Sell or Put

Purchasing or selling call or put options, financial futures and or warrants, or entering into forward exchange contracts for both hedging or efficient portfolio management purposes; signing repurchase agreements; borrowing by pledging its assets or purchasing securities on margin;

 

3

Engage in Securities

Engaging in securities lending transactions within a standardized lending system organized by non-U.S. recognized securities clearing institution or by financial institution specializing in such transactions;

4

Enter into swap transactions...

It may also enter into swap transactions with first rate financial institutions;

 

5

Hold up to 100% of a Fund’s asset..

Holding up to 100% of a Fund’s assets as liquid assets; these shall be either deposits with non-U.S. banks or money market instruments issued by non-U.S. issuers (certificates of deposit, commercial paper and bankers’ acceptances). Liquid assets may be held in the base currency of the Fund or in other currencies as approved by the investment manager;

 

6

Invest up to 100% of a Fund’s assets...

Investing up to 100% of a Fund’s assets in units or shares of non-U.S. open-ended investment funds, open-ended investment companies (“open ended investment schemes”), unit trusts or, similar securities, including schemes issued or managed by the Company, the investment manager, the custodian or its affiliates.

Depending on conditions and trends in the securities markets and the global economy, the investment manager may pursue any strategy or investment technique, or purchase any type of security it deems appropriate in achieving the Fund’s objectives. Such strategies and investment techniques will be subject to the applicable laws, regulations and investment restrictions of the jurisdictions in which the investment structures are established.

There is no assurance the investment strategy of the Fund will achieve its intended objective to complete potential results. Furthermore, the objectives and strategy of the Fund may be changed at any moment without the vote of its shareholders. The Fund’s investment programme is speculative and involves a high degree of risk, including and without limitation, the risk of loss of the entire amount invested.

There can be no assurance that the investment objectives of each class will be achieved, and consequently the net asset value of the Fund’s shares and their yield may go down as well as up.