FX MANAGERS
MH Excalibur Funds Management was born in 2006 with James Wallace and I seeding the fund, and the idea was to bring a discretionary FX fund to the market. Excalibur was the first FX only fund to be launched in Australia.
FXTM How is the company structured today in terms of headcounts and offices?
MH Excalibur Funds Ma n a g em en t is located in Sydney, Australia where the investment function is based. We have 4 equal owners of the business two from the i n v e s tm e n t side and two from the business development side. We currently have 7 people in Sydney and we have a small business development office in New York that will expand over time.
FXTM What do you consider as being the key positions in an FX Management company?
MH Obviously the C.I.O and C.O.O functions primarily drive the business, however we understand the investment universe is demanding managers to become more compliant and we now have a full time head of compliance/legal counsel.
FXTM Which
authorities company? regulate the
FX
MH We express our global macro view through FX and combine fundamental, technical and market analysis on a short term basis and trade only on medium and high conviction themes.
FXTM How did you create and develop your current FX management strategy? Has it changed over time, and if yes, for what reasons did you decide change it?
to
MH We
created
the strategy to reflect what we perceived to be a need for
FX only
products that provided good
MH ASIC-Australian Securities and Investments Commission We have a AFS Licence No 299633 We are registered with the CFTC and NFA in the US
FXTM You are in charge of the currency program. How do you describe your investment strategy?
returns while maintaining a strict risk profile Risk management was a priority.
We incorporated discretionary inputs, as we have over 50 years of combined experience
trading the
currency market as well as systematic inputs addressing risk management. We feel the combination is just right for the current investor appetite.
FX TRADER MAGAZINE October - December 2013 53
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