Alternative Investment Manager

Shell Capital Management is an alternative investment manager to the traditional buy and hold, passive allocation, or academic theory based, or relative performing focused manager. That is, Shell Capital Management employs active investment management with the objective of a real total return over a full market cycle.

The aim is to participate directionally in strong trending markets and reduce the exposure to the possibility of loss (risk) in non-directional or declining markets. The objective of these systems is achieved with dynamic risk management, risk control, and money management, to create absolute investment performance in various market conditions (directional trends and volatility levels).

As a money manager, Shell Capital operates quantitative Tactical Asset Allocation systems designed to define, identify, and exploit directional price movement found in trends that tend to persist. This Tactical Asset Management process coupled with Dynamic Investment Risk Management systems are offered in a Separately Managed Account with safekeeping of an account in your own name at a third party financial institution.

The firm’s investment risk management systems are dynamic, adapting to changes in directional price trends and to volatility. These dynamic risk management systems are based on absolute risk, defined as the actual amount of value the portfolio would lose if the security must be exited due to falling directional price or increasing volatility.

The investment manager's portfolio is most commonly seen in a hedge fund structure, like a Global Macro Hedge Fund, but is instead offered as a Separate Managed Account designed for Absolute Returns and offered through independent financial advisors. Investors own an account in their own name at a third-party custodian unrelated to the investment manager.