Investment Objective
Global Macro Portfolios are invested in a market directional strategy seeking to profit from changes in broad securities markets. The strategy is extremely flexible, with no mandates on holdings.
Investment Approach
The portfolio invests primarily in equities which include passive and actively traded ETFs, as well as public stocks of a wide variety of companies, including long and/or short leveraged ETFs. The portfolio may leverage up to 160% and hedge down to -50% of the portfolio.
Risk Management
The firm utilizes technical analysis to identify short, medium, and long term trends in the global market. Based on the analysis, core positions are established and can be reduced or increased. Depending on market sentiment in the short term, satellite positions may be added to complete a long, short, or neutral strategy.
PVG is not a market timer.
