W&F September 2017

www.wealthandfinance-news.com 10 Wealth & Finance International - September 2017 Celvum Capital’s clients are highly accomplished, self-made, high-net-worth individuals (HNWI) who are looking to grow their accumulated wealth. While Celvum Capital is a small firm with about 50 clients, the quality of their work cannot be emphasised enough. Ron Keith is keen to reveal the firm’s overall mission and how they remain at the cutting edge of new developments in the industry, as the interview kicks off. “Our mission is to provide our investors with a very diversified portfolio of equities, that provide long term investment returns greater than the S&P 500, while simultaneously providing return volatility that is significantly less than the S&P 500. To achieve our mission, the firm has spent more than seven years developing an algorithmic trading system, that manages both stock picking and market exposure management. “We are continuously and relentlessly working on improvements to our algorithms and trading system, by testing new investment hypotheses on an ongoing basis.” “No fund or firm is always the best option. It’s really about the alignment between the firm’s approach and the investors goals. For high-net- worth individuals (HNWI) and family office looking for very broad equity exposure in a long/short portfolio, Celvum Capital has a pretty compelling product offering.” Ron then offers his reflections on how it feels to be selected in the Hedge Top 100 Awards, as the Most Innovative Investment Strategies 2017 and what this means for the firm. “We are very pleased to be recognised by industry professionals, for our truly unique and highly innovative algorithmic approach, to both stock picking and automated exposure management. “This award is further validation of our years of effort in developing our algorithmic trading system. We have always known that there is no other product quiet like it in the market and as such, it’s great to have this independent validation of our innovative approach.” In closing, Ron outlines the industry in the region currently and provides a flavour of the firm’s internal culture. “The hedge fund industry is a pretty global business, so there really aren’t many specific regional influences. “We are a very small firm with an intense focus on scientific and algorithmic innovation, to reduce return volatility for our clients. The culture is very much about understanding the behaviour of investors and markets and capturing those behaviours in algorithms, that show predictive power.” Celvum Capital is a small firm, with about 50 clients. All their clients are highly accomplished, self-made, high-net-worth individuals (HNWI), who are looking to grow their accumulated wealth. Following their success as receiver of the Most Innovative Investment Strategies 2017 accolade and being included in the Hedge Top 100 Awards, we spoke to Ron Keith to learn about the firm’s work in supporting investors. Innovation in Investment Markets 1709WF02 Company: Celvum Capital Name: Ron Keith Email: [email protected] Web Address: www.celvumcapital.com Address: 301 Battery Street, Suite 200, San Francisco, California, 94111 USA Telephone: +1 408 209 6955 “We are continuously and relentlessly working on improvements to our algorithms and trading system, by testing new investment hypotheses on an ongoing basis.”