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Nordage Investments, Inc.
Nordage Investments is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective.
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Nordage Investments is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. Our company has a highly professional management team who is responsible for investing the pooled money into specific securities, so you don't have to figure out which stocks or bonds to buy. By pooling money together, investors can purchase stocks or bonds with much lower trading costs than if they tried to do it on their own.
But the biggest advantage of our strategy is diversification. This is the idea of spreading out your money across many different types of investments. When one investment is down another might be up. Choosing to diversify your investment holdings reduces your risk tremendously.
Nordage Investments is excellent for the new investors because you can invest small amounts of money and you can invest at regular intervals with no trading costs. Stock investing, however, carries high transaction fees making it difficult for the small investor to make money. If an investor wanted to put in $100 a month into stocks and the broker charged $15 per transaction, their investment is automatically down 15 percent every time they invest. That is not a good way to start off! Wealthy stock investors get special treatment from brokers and wealthy bank account holders get special treatment from the banks, but our company is non-discriminatory. It doesn't matter whether you have $50 or $500,000, you are getting the exact same manager, the same account access and the same investment.
We seek to be the pre-eminent economic development organization by:
1. Providing competitive financial and non-financial rewards for our clients through investments in different kinds of business;
2. Fostering economic democracy by providing investment opportunities for every person;
3. To create a large investor base with participation which reflects the full scope of the population demographics (race, gender, geographic distribution, income);
4. To include best of sector companies within our portfolio, and to encourage all portfolio companies to strive to be best of sector on both financial and non-financial dimensions;
5. To maintain regular, high quality communication, both proactive and reactive, with our clients.
6. To grow our capital base and the incomes of our clients from all sources.
The portfolio is constructed with an emphasis on diversification, liquidity, and the ability to hedge positions established. The fund's primarily trades US stocks both from the long and from the short side. Positions are not per se actively traded but rather adjusted to the desired size within the portfolio.
Number of Positions
The portfolio carries a minimum of 50 and as many as 200 positions, all of which are highly liquid. The position limit includes the combined number of long and short positions. Positions are selected pursuant to the Nordage's investment strategy in a top-down approach. The diversification contributes to our risk management efforts. The ability to hedge positions individually plays a role in their selection.
Position Size
Each position carries a maximum weighting of 3 percent in the portfolio, no position in the portfolio accounts for less than 1 per cent. The position size is only decreased if the limitation imposed is exceeded due to unfavorably market action, however, as positions are usually hedged such a situation is rare.
Leverage
The portfolio employs leverage which does not exceed
200 percent of all positions combined (Short and long positions are not offset).
Number of Sectors
The portfolio holds between 15 and 25 sectors (long and short combined). Sectors are screened for the intermediate- to long term upside and downside potential pursuant to the fund's top down approach. The ability to hedge market movements in a sector is a contributing factors in its selection.
Size of Sectors
The maximum exposure to one sector in the portfolio is limited to 7 per cent. The position size is only decreased if the limitation imposed on a sector is exceeded due to unfavorably market action, however, as positions are usually hedged such a situation is rare.
Long/Short Exposure
The long and short exposure in the portfolio is discretionary and may vary dramatically from quarter to quarter or due substantial moves in individual stocks or the overall market. The maximum long or short exposure is 200 percent of the fund's assets.
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