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Strategy Overview

Primary Fund Objectives

  • Capital Preservation
  • Positive Net Returns Regardless of Market Performance
  • Minimize Market Risk by Establishing Both Long and Short Positions Across Different Sectors

ROI's active management style is based on computer-assisted technical analysis and a relatively short-term perspective in the market. This mindset enables us to move quickly within the market to capitalize on short-term opportunities. We establish both long and short positions to capture profits in up, down, and consolidating markets. At times, we establish market-neutral positions that take advantage of opportunities in different sectors while reducing overall market exposure. When investment risk appears too high, assets are invested in money market instruments.

To execute our strategies, we utilize very specific proprietary indicators to identify investment opportunities in all market conditions. This allows us to minimize any losses while maximizing profit potential. Additionally, ROI Management maintains consistent discipline with respect to risk through strict adherence to investment philosophy and guidelines.

"The Market Is Unpredictable, Your Results Don't Have To Be"

 Strategy Overview
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