Currency Overlay Program

A.G. Bisset’s Currency Overlay Program was launched in 1988. The program provides protection against large currency losses when currencies decline while it permits participation in currency gains when they rise.

Currency hedges are actively placed and removed as soon as currency trends of two to four months have been identified by Bisset's currency model, which has a real-time track record that spanned 20 years in July 2003. Hedges are implemented with currency forward contracts.

The investment process is highly disciplined and systematic. The responsibility for managing client portfolios resides with the firm’s team of skilled currency professionals in Rowayton, Connecticut. The team’s key members have worked together since 1988.

The overlay program can be applied to any base currency and benchmark. A.G. Bisset’s GIPS overlay performance records are among the longest and strongest in the industry.

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