Portfolio Managemnt

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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 industries; financials, technology, pharmaceuticals and energy. To assure that efficiency is maintained, the net assets are calculated weekly at the end of each week (Friday) of all stock market transactions.

Global Economic and Market Outlook

The global economy is in a dangerous new phase. Global activity has weakened and become more uneven, confidence has fallen sharply recently, and downside risks are growing. Against a backdrop of unresolved structural fragilities, a barrage of shocks hit the international economy this year. Japan was struck by the devastating Great East Japan earthquake and tsunami, and unrest swelled in some oil-producing countries. At the same time, the handover from public to private demand in the U.S. economy stalled, the euro area encountered major financial turbulence, global markets suffered a major sell-off of risky assets, and there are growing signs of spillovers to the real economy. The structural problems facing the crisis-hit advanced economies have proven even more intractable than expected, and the process of devising and implementing reforms even more complicated. The outlook for these economies is thus for a continuing, but weak and bumpy, expansion. Prospects for emerging market economies have become more uncertain again, although growth is expected to remain fairly robust, especially in economies that can counter the effect on output of weaker foreign demand with less policy tightening. World Economic Outlook (WEO) projections indicate that global growth will moderate to about 4 percent through 2012 from over 5 percent in 2010. Real GDP in the advanced economies is projected to expand at an anemic pace of about 1½ percent in 2011 and 2 percent in 2012, helped by a gradual unwinding of the temporary forces that have held back activity during much of the second quarter of 2011. However, this assumes that European policymakers contain the crisis in the euro area periphery, that U.S. policymakers strike a judicious...
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