Investors
PRIVATE INVESTORS
SUMMARY
With approximately $275.5 million in funds currently under management for non-institutional investors, WhalesInvestmentsest in the financial market via long and short opportunities and are focused on generating superior risk-adjusted absolute returns. Benefiting from the insights and expertise of our professional account managers, we invest globally across a variety of assets.
FEES
SUMMARY
Brokers and WhalesInvestments are compensated for their services through the spread between the bid/ask prices or there may be a cost to initiate a trade through the bid/ask spread. In the case the client/investor holds a WhalesInvestments Account, the client hereby acknowledges that he/she will be charged in addition to any volume fee (if applicable), a 10% Monthly Performance Fee per selected investment plan.
INSTITUTIONAL INVESTORS
SUMMARY
As an institutional-scale investor in the financial market with over 500 investment professionals and a history spanning two decades. We manage $910 million on behalf of 225 institutional investors. We are much more than a fund manager. We build businesses to transform broken industries and create better outcomes for the customers they serve. Our funds encompass Commodities, Crypto, Forex, EFTs, Options, Stocks(CFD). We take extra steps to be more deeply involved and committed to each of our investments. In turn, this gives us the information, knowledge and experience we need to yield better results for our investors, our customers and the markets we operate in. Our ability to create value from rapidly changing markets provides our investors with the potential for attractive and stable returns.
OUR INVESTMENT PRINCIPLES
Invest for the long-term: it’s not enough for an investment to make short-term sense. We only invest in financial assets with long-term growth potential. Create real value: fund management is at the heart of what we do but is not all that we do. Our vision is simple – to build businesses and create solutions that improve the markets we operate in, benefiting both our customers and investors. Strength in depth: we believe in gaining a deep understanding of a few asset. This allows us to identify new opportunities to generate attractive returns. It’s investing, the way it should be.
SOME RISKS TO KEEP IN MIND
Investors should keep in mind that our investments put their capital at risk. The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.