Portfolio Managemnt

Lecturer: Mr. Terrol Cummins
Course: FINA 2004
Portfolio Management

KBIM Investment Inc.

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KBIM PERFORMANCE REPORT

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Table Of Contents

Prospectus……………………………………………………………………………….3

Overview……………………………………………………………..………………….3

Global Economic & Market Outlook .…………………………………………………..3

Strategic Objectives ..……………………………………………………………………5

Risk……...……………………………………………………………………………….6

Limitations …...…………………………………………………………….……………6

Benchmark………………………………………….……………………………………7

Competitive Advantage………………………………………………….………………7

Fee Details…………………………………………………………….………………….8

Performance Reports……………………………………………………………………..9

Evaluation Of Fund ………………………….………………………………………….21

Bibliograpy…………………………………………….………………...………………24

Appendix ......……………………………………………………………………………25

PROSPECTUS

Overview
KBIM Investment Inc. is a leading investment company incorporated in Barbados and licensed under the Companies Act cap 308 of the laws of Barbados. Founded in the year 2000, the company seeks to provide its investors with risk-adjusted returns in a management structure that closely aligns the interests of investors and managers. Further, KBIM has continued to evolve from a dedicated private equity investment firm to a diversified management company. The fund buys US and Canadian stocks from the New York Stock Exchange as well as from the Toronto market. The fund has been equally divided among the following four