CBM Investment Management - Kings Strategy

Steven Cohen CFA

Overview

Objective: Investing and selling the largest global companies, providing the
opportunity for positive returns even in poor economic environments, with
full liquidity at all times.

Strategy: Using dynamic top down asset allocation and bottom up equity
analysis for investment in the worlds most capitalised and liquid securities.
Option writing to achieve additional income. Allocation to fixed income
securities to provide income, currency and smoothing benefits. Investment in
cash to provide funds for future investments and act as a shelter during
uncertain times.

Risk: During times of high inflation and poor economic growth the potential
for absolute returns will be diminished. However prospective currency
movements will be used to provide some compensating benefits.
Real Time Returns (Net – after management fee, trading costs, interest and net dividends receivable). Before Tax & Entry Fee.


















Strategy Fact Sheet:


Monthly Attribution Highlight:


Full Presentation:
Year
 Performance
2016
 0.0%
2015
 -4.1%
2014
 6.7%
2013
 46.1%
2012 (Since May)
 9.2%
   
Cumulative since Inception
 61.5%
All Terrain Absolute Performance
International contact details:
 Email: admin@c-bm.biz
 Skype: steven.j.cohen
  
Switzerland
Steven J Cohen CFA
Rolandstrasse 16
8004 Zurich

+41 (0)7675 367 38

Financial Intermediary
FINMA SRO Polyreg Membership
 USA
Steven J Cohen CFA
California


+1.310.923.5823

Investment Adviser Firm
SEC Firm CRD # 280027
SEC Individual CRD # 6546951
 UK & Rest of World
Steven J Cohen CFA



+44 (0)7770 275 489
 Canada
Steven J Cohen CFA



+1.310.923.5823

British Columbia Securities
Commission Foreign Investment
Advisor
Steven J CohenCFA

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