Stability of capital
Own global equities with active protection of capital for clients

Value for money
Pay for consistent absolute results not index-hugging

Success in bad markets
Access a skilled manager with the freedom to successfully navigate difficult markets like 2008-2009 to reduce client anxiety

Who manages the solution?

David Iben manages the Exemplar Global Opportunities portfolio. As Tradewinds’ CIO, David brings over two decades of managing portfolios, including at Tradewinds, a wholly-owned subsidiary of Nuveen Investments, LLC, NWQ Investment Management Company, LLC. , and Palladian Capital Management. David began his career with Farmers Group Inc.

Click here to view David Iben's fund commentary.

How do we achieve results?

Taking a long-term view and following our best ideas, we aim to consistently generate returns for investors. Focus on protecting capital before growing it - safety first. The manager digs deeper using internal research to exploit undiscovered value in businesses from all over the world.

We have liberated the manager to act in all market conditions using covered call options, shorting investments deemed expensive and holding cash when appropriate

Results