NEW YORK, Feb. 21, 2013 /PRNewswire/ -- Samson Capital Advisors LLC, a leading global investment management boutique with $7.3 billion in assets under management, today announced the Samson STRONG Nations List.
The list of nations is included in the holdings of the Samson STRONG Nations Currency Fund as of January 31, 2013.
"Our current currency holdings represents nations that Samson believes have healthy economies and financial systems, freer societies, more effective governance, stronger rule of law, and transparency," says Jonathan Lewis, Chief Investment Officer of Samson Capital Advisors and lead portfolio manager of the Samson STRONG Nations Currency Fund.
The Samson STRONG Nations List
"Safeguarding capital and currency purchasing power from the unknown consequences of the Federal Reserve's experimental central bank policies is of paramount importance to investors today," observes Jonathan Lewis. "We have developed an approach that screens nations on a variety of fundamental metrics. This value oriented investment process identifies nations who demonstrate, according to our criteria, that they are staunch defenders of value. In order for a nation's currency to make it into our portfolio, it has to pass a number of tests that confirm a commitment to conservative fiscal management, stability, and freedom," Lewis explains.
Iraj Kani, Quantitative Strategist and co-manager of the fund notes, "Improvements in these qualities have tended to correlate well with currency performance over time. Our currency portfolio represents our best thinking about what makes nations strong, and amongst the strongest, which represent the best opportunity for the intermediate term."
STRONG is an acronym for:
Sustainable fiscal policies that reduce the probability of financial crisis
Transparent, reliable, readily accessible economic data
Regulatory systems that support, rather than constrict or distort, economic growth
Open societies where free markets are becoming more dominant, and currency rates are set by market forces
National fundamentals that reflect prudent fiscal management
Government that is more democratic, where the rule of law and property rights are secured
The Samson STRONG Nations Currency Fund seeks to generate positive returns with limited drawdowns over full market cycles through investments in currencies, securities and instruments that are associated with STRONG nations.
The STRONG Nations Currency Fund is available directly to investors and through the Schwab, Fidelity and Pershing platforms. The Fund can also be purchased through select financial advisors. The Fund's symbols are SCAFX and SCRFX for the institutional and retail share classes, respectively.
About Samson Capital Advisors LLC
Samson Capital Advisors LLC was founded in the spring of 2004. It is a global fixed income and currency investment management boutique. Samson's investment strategies focus on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on our domestic and multicurrency expertise. Their mission is to provide the highest quality of service and performance. Its culture emphasizes integrity, teamwork, excellence, and innovation.
For more about the Samson STRONG Nations Currency Fund, please visit www.samsonfunds.com.
The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the investment company and it may be obtained at www.samsonfunds.com or by calling 1-855-SCA-FNDS. Read carefully before investing.
Mutual fund investing involves risk. Principal loss is possible. The Fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater for investments in emerging markets. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer -term debt securities. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings or geographical areas than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. The fund may also invest in gold, which involves additional risks, such as the possibility for substantial price fluctuations over a short period of time. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. The fund may make short sales of securities, which involves the risk that losses may exceed the original amount invested.
The Samson STRONG Nations Currency Fund is distributed by Quasar Distributors, LLC
SOURCE Samson Capital Advisors LLC