Aletheia Intermediate Cash Management
The Aletheia Intermediate Cash Management strategy is a managed investment portfolio that strives to achieve current income and capital appreciation by investing in the Aletheia Income portfolio, Treasury Bills, as well as a portfolio of international bonds principally denominated in foreign currencies. The strategy is diversified geographically to increase return potential and mitigate risk. The Aletheia Intermediate Cash Management strategy was started in October of 2004.
The Aletheia Intermediate Cash Management strategy will invest primarily in the Aletheia Income strategy, Treasury Bills, as well as a portfolio of international bonds principally denominated in foreign currencies. The strategy is diversified geographically to increase return potential and mitigate risk. Opportunities are identified through Aletheia’s proprietary Investment Process, which utilizes rigorous analysis of knowledgeable investor activity, fundamental data analysis, forensic accounting, proprietary industry research and consultation of Aletheia's independent research advisors. This methodology deviates substantially from traditional Wall Street research methods, which the Investment Team believes are more reactive than proactive. The discipline of the Investment Team is to anticipate investor perceptions, rather than react to them. In so doing, the Investment Team strives to discover unusually attractive opportunities that it seeks to exploit in pursuit of exceptional returns.
Management Team
Chairman, Chief Executive Officer, Chief Investment Officer and Founder
Executive Vice President, Director of Research, Co-Portfolio Manager
Senior Research Advisor
First Vice President, Research
First Vice President, Research
Vice-President, Research