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RMI Europe Active

Mukul Pal · August 12, 2013

The RMI EUROPE ACTIVE 10 has an average holding period of 35 days for each trade. The ORMI delivered 8% annualized from 2007 with half the volatility at 10% compared to the selection UNIVERSE STOXX 600, which returned -3.9% annually, at a volatility of 22.8%. An event like 2008 can challenge all active models. ORMI active models are designed to conserve capital. This is why they work with stock specific and portfolio specific stops. Stops are essential even if it means more than 12 months on cash. This is what ORMI Europe Active did, it went cash as early as July 2008 and remained on cash till Sep 2009. This proactive approach saved the portfolio from a meltdown in 2008, as ORMI delivered -8.97% loss compared to a -52.61% loss in STOXX 600. This was a trade-off, as in 2009 ORMI lagged, underperformed STOXX600, as it waited for a secular confirmation before reentering. But even with a 15 month period of all cash, over a 24 month period (2008 and 2009) ORMI delivered -10% loss compared to -26% for Stoxx 600.


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