FINANCE MONTHLY CEO AWARDS 2014 Winner...

OLIVER HARRIS Switzerland

ABOUT OLIVER HARRIS

Oliver Harris is the founder and Managing Partner of Montreux Capital Management. A finance graduate of the University of Surrey, Oliver has had an extensive career working for some of

the world’s most respected financial institutions as well as following several successful entrepreneurial pursuits. He previously worked in the City for the investment advisory wing of a

ABOUT MONTREUX CAPITAL MANAGEMENT

Founded in 2010, Montreux Capital Management is a Swiss investment firm specialising in boutique, alternative funds. With a global institutional client base, investors benefit from a specialist fund range which bears low correlation to the wider market, managed by our experienced partners.

Introducing the stable of three funds to some of the world’s most respected global institutions and other well-informed, professional investors, Montreux understands the importance of a disciplined and sustainable approach in the investment process. By focusing on specialist asset classes and strategies, Montreux Funds aim to consistently generate returns regardless of movements in Equities, Bonds and the wider property markets.

Recognising investor interest in trading physical commodities, the Montreux Commodity Trading Fund gives investors access to a compelling arbitrage strategy providing significant potential upside and minimal downside.

The opportunity has arisen with banks cutting back their trade finance to certain markets, together with gold becoming a Tier 1 (cash equivalent) asset. The fund’s initial focus is forward priced Gold arbitrage however the opportunity exists to trade any physical commodity and the Fund benefits from our network of specialist, experienced traders and extensive market contacts.

The Fund makes profits through small arbitrage transactions (made on physical commodity forward pricing contracts in short turnaround cycles). The Fund is mainly focused on precious metals. The Fund buys contracts at a discount and sells with a margin based on the same day pricing (e.g. for gold this would be the LBMA pm spot), so the Fund is not exposed to the fluctuating prices of the underlying commodity. Unlike “long only” funds, Montreux’s trading strategy therefore ensures that returns can be made regardless of which way the market is moving. Moreover, as these contracts are so short, investor risk and volatility is reduced while at the same time capturing maximum

upside, as well as delivering good liquidity.

The Montreux Care Home Fund gives investors the opportunity to access the UK’s elderly and specialist care sector. With a rising older population and a need for care provisions for adults with complex needs, this is a rewarding sector that promises long- term capital growth and sustained income based returns for investors from the highly cash generative assets. While the property market has shown dramatic volatility in recent years, one sector has consistently resisted trends. Healthcare has established itself as an asset class in its own right, with its own IPD index. The fund capitalises on the rising demographics creating a high demand for care homes, creating a niche, low-risk, low- volatility area for investment offering consistent returns. Our unique approach sees us invest in the business as well as the property: buying both gives the fund complete control and brings with it many benefits, from economies of scale and other profit

Oliver Harris, CEO of Montreux Capital Management Website: www.montreuxcm.com

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making opportunities to the ability to ensure a high quality of care.

We have a number of properties and businesses and, as part of our expansion strategy, we are continually looking for development opportunities on depressed land values. Opportunities in this sector have never been better as we are considerably cash richer than many of the other large operators in the industry, facilitating a market in our favour.

The London Actively Managed Property Fund is very different to most property funds as its core strategy is to buy and sell, not to buy and hold. It makes money principally through buying well and then selling the property on as soon as possible and does not rely on a rising market for generating investor returns. Specialising in existing residential property in London and the South East of England, the Fund’s strategy aims to lock in profits at the point of purchase and realise returns rapidly through a continuous cycle of acquisitions and disposals.

large investment bank before leaving to become a partner in a successful healthcare group. After that was sold in 2007, he moved to Switzerland to work for a private wealth

manager. These roles have brought him into contact with some of the most important luminaries and companies within the financial, property and healthcare sectors.

CEO of Montreux Capital Management

EUROPE