Global Portfolios

A Global Portfolios Account offers emerging affluent investors and experienced established investors, the ability to attain the superior returns that are associated with the world’s best-performing investment managers through a portfolio account that requires no work or time by the investor.

Global Portfolios are suitable for those accredited investors seeking long-term capital growth with a medium-to-high tolerance for risk and volatility, wanting to share in the opportunities offered by the global economy. Investors should be investing for the longer term. Global Portfolios are intended to represent a portion of an investors total investment portfolio.

INTAC’s Global Portfolios include:

 

Global Cash PortfolioGlobal Cash Portfolio provides a steady rate of return while keeping investors’ capital safe. The Portfolio is not restricted to the type of opportunity it may invest in, while pursuing its goal.  This investment is intended to provide highly consistent positive returns, those that are comparable or in excess of LIBOR or the T-bill rate.  This is suitable for investors who have liquidity needs or capital preservation concerns, or those that have shorter-term investment horizons.  The Portfolio has been able to earn outsized returns, in a low interest rate environment, by partially funding our Margin Loan Facility. Margin loans are made available to our clients, based on strict risk management controls.

 

Global Gold Bullion PortfolioGlobal Gold Bullion Portfolio Investing in gold bullion may be an effective means of providing a hedge against economic, political, social, or fiat currency crisis (including investment market declines, burgeoning national debt, currency failure, inflation, war and social unrest). INTAC provides gold buyers access to professional grade 99,99% pure gold bullion stored in high, security vaults at the most competitive prices available in the global market. Loan facilities at a rate of LIBOR + 1% with an 85% Loan To Value (e.g. $1M gold purchase requires $150K capital contribution) can be secured by the gold, upon approval.  INTAC may elect to hold only cash equivalents in this portoflio and/or allocate to our Margin Loan Facility. Margin loans are made available to our clients, based on strict risk management controls.

 

Global Capital Preservation Hedge PortfolioGlobal Capital Preservation Hedge Portfolio employs a multi-manager, multi-strategy investment approach, investing primarily in a select group of hedge fund managers.  These managers use various market neutral investment strategies that have historically exhibited a low correlation to the general performance of the equity markets during various market cycles.  This Portfolio’s goal is to earn a steady, modest rate of return while having little to no exposure to the overall market.  Although the Portfolio tends to invest in offshore hedge funds, it is not restricted from investing in any suitable investment opportunity that offers attractive capital preservation characteristics.  INTAC may elect to hold only cash equivalents in this portoflio and/or allocate to our Margin Loan Facility. Margin loans are made available to our clients, based on strict risk management controls.

 

Global Bond PortfolioGlobal Bond Portfolio provides access to some of the top fixed income managers from around the globe in one investment idea. The Portfolio utilizes macro economic fundamentals to determine the direction, shift, and magnitude of interest rate movements, slope of the yield curve, major currency fluctuations, and other factors that will impact the fixed income markets and invests in the top managers to capitalize on that research. The Portfolio is not limited by quality, sector, or region, and has the ability to invest in any debt obligation or raise its cash reserves if the prospects for fixed income securities are unfavorable.  INTAC may elect to hold only cash equivalents in this portoflio and/or allocate to our Margin Loan Facility. Margin loans are made available to our clients, based on strict risk management controls.

 

Global Hard Assets PortfolioGlobal Hard Assets Portfolio offers an allocation to hard assets such as gold and precious metals, copper and nickel, oil and natural gas, and other commodities. The Portfolio is not limited to the type of security or by geographical region. The Portfolio has the ability to invest in mutual funds, hedge funds, stocks, bonds, convertibles, options, derivatives, et cetera, throughout the world. Areas rich in hard assets tend to be Canada, Latin America, Australia and Eastern Europe. Investors can diversify and potentially protect against inflation by adding this asset class to their portfolio. The Portfolio has the option of using leverage to gain greater exposure and expected returns from this asset class, or it may reduce its holdings to cash equivalents and/or allocate to our Margin Loan Facility, if the forecast for hard assets becomes bearish. Margin loans are made available to our clients, based on strict risk management controls.

 

Global Capital Growth Hedge PortfolioGlobal Capital Growth Hedge Portfolio’s goal is to offer a portfolio that may act as a hedge against global equity market exposure.  The Portfolio is not limited to the type of security or by geographical region. The Portfolio has the ability to invest in mutual funds, hedge funds, stocks, bonds, convertibles, options, derivatives, et cetera, throughout the world. The Portfolio has the option of using leverage to gain greater exposure and expected returns from this asset class, or it may reduce its holdings to cash equivalents and/or allocate to our Margin Loan Facility, if the forecast for this asset class becomes bearish. Margin loans are made available to our clients, based on strict risk management controls.

 

Global Developed Market Equity PortfolioGlobal Developed Market Equity Portfolio endeavors to blend the world’s most accomplished money managers, in the largest markets into one secure investment choice.  These managers are often the top investors in areas such as the US, Canada, the UK and Western Europe, Australia and Japan.  The Portfolio is not restricted by market cap, or by sector, and may employ a wide range of strategies and management styles.  The Portfolio is not limited to the type of security or by geographical region. The Portfolio has the ability to invest in mutual funds, hedge funds, stocks, bonds, convertibles, options, derivatives, et cetera, throughout the world. The Portfolio has the option of using leverage to gain greater exposure and expected returns from this asset class, or it may reduce its holdings to cash equivalents and/or allocate to our Margin Loan Facility, if the forecast for the asset class becomes bearish. Margin loans are made available to our clients, based on strict risk management controls.

 

Global Emerging Markets Equity PortfolioGlobal Emerging Markets Equity Portfolio searches the globe for the premier money managers investing in emerging markets such as: China, Turkey, Malaysia, South Africa, Russia, Indonesia, Brazil, Korea and beyond. The Portfolio selects management teams that have long-term track records of out performance and expertise in their regions or countries of focus. The Portfolio is not restricted by market cap, management style, sector or by industry, and has the flexibility to invest in any investment vehicle including stocks, bonds, convertible securities, options, futures, warrants, IPOs, swaps, index funds, mutual funds, and hedge funds. The Portfolio may also take short positions when the outlook is pessimistic, increase its leverage when the outlook is optimistic, or may reduce its holdings to cash equivalents and/or allocate to our Margin Loan Facility, if the forecast for the asset class becomes bearish. Margin loans are made available to our clients, based on strict risk management controls.

 

Global Overweight PortfolioGlobal Overweight Portfolio offers additional exposure to INTAC’s top investment ideas in a concentrated, focused portfolio. The Portfolio is not limited to the type of asset classes, geographical regions, industries, sectors or security types in which it may invest. The Portfolio has the ability to invest in mutual funds, exchange traded funds, hedge funds, stocks, bonds, convertibles, options, derivatives, cash equivalents et cetera, throughout the world. The Portfolio has the option of using leverage to gain greater exposure and expected returns from this asset class, or it may reduce its holdings to cash equivalents and/or allocate to our Margin Loan Facility. Margin loans are made available to our clients, based on strict risk management controls. This Portfolio takes a long term focus and may invest in securities that offer limited liquidity, therefore this portfolio generally has a long-time horizon and is not appropriate for inclusion within the Ultra Cautious, Cautious, and Cautious Balanced Investment Philosophies.

 

Since 2004 INTAC has employed an investment strategy that is concentrated and overweight in gold and precious metal mining shares and related investment as well as cash equivalents.  INTAC intends to maintain these concentrated and overweight positions until 2016.  The INTAC Global Portfolios and Investment Philosophies are not considered globally diversified across all asset classes and may perform very differently than the major equity markets and/or bond markets.