Active currency management, risk management, currency alpha, funds

Adrian Lee & Partners is an independent, employee-owned asset manager that specialises in research-led currency management. Adrian and the partners are the original architects of active currency management for institutional investors. The company currently manages assets in excess of $8.5 billion from offices in London and Dublin and has 20 years positive performance.

WHAT WE DO

Active Currency Management

Pure currency alpha. We provide discretionary active currency management of up to 32 of the world's currencies in a separate account tailored to the exact return and risk requirements of each client.

Annual Excess Return:	4.44%
Annual Excess Risk:	2.57%
Sharpe Ratio:	1.72

Correlations:
International Equity:	0.37
International Bonds:	-0.26
Real Estate:	0.26
Alternative Inv:	0.50

Currency Fund

Our active currency fund is available to clients in a range of share classes and currencies. It targets risk from 10% pa to 25% pa.

Currency Overlay Management

Currency overlay combines active currency management and currency risk control through client chosen strategic hedge in a separate account.

International Risk Premium

International risk premium strategy captures global risk premia through forward contracts. This is available as a separate account or a fund strategy.