capital at risk


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Client Portfolio Review and Engagement

On a retained basis, we provide select clients with a hands-on risk governance review of portfolio investments. Clients gain access to the same analysis, practices, and principles used in the Founding Principal's portfolio, applied to select holdings in their own portfolios.

On behalf of clients, we engage coprorate management to learn more about the maturity and effectiveness of their internal risk governance structures, focusing on resiliency in the face of downside risks that may surprise portfolio investors.

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We Believe

Call it Moneyball for Corporate Governance. The Founding Principal of The Goverance Fund is firmly committed to the idea that better risk governance - at corporations and in portfolio management - leads to a better use of risk capital, e.g. better returns for the risk taken.  He believes in this so much that he puts his own personal capital at risk using our probability based analytic process.

His is an actively risk-managed portfolio of U.S. equities identified through a selection process that compares the market valuation of companies in relation to management's ability to justify those valuations (corporate risk governance).  He utilizes both core long positions in well-governed companies that seem to be undervalued and strategic short positions in poorly governed companies that seem to be overvalued. 

In 2016 this portfolio out-performed 99% of the funds against which we benchmark risk-adjusted returns.*

Disclaimer

*  No securities or investment advisory services are being offered. This report is for information purposes only and is based on the performance of an internally owned and managed individual account. No representation or warranty, express or implied, is made or given by or on behalf of The Governance Fund Advisors, LLC, or any of its members, managers, directors, officers, employees, agents or advisers as to the accuracy, completeness, or fairness of any projections set forth herein. Past performance may not be indicative of future results. No representation or warranty is given as to the achievement or reasonableness of, and no reliance should be placed upon, any projections, targets, estimates or forecasts contained in this presentation or document and no such projections, targets, estimates or forecasts should be relied upon as a promise or representation as to the future performance . Therefore, you should not assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies contained herein), or product made reference to directly or indirectly in this report, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. Any projections herein have been prepared by the company based on their reasonable belief and best estimates and judgments currently available to them. The projections are not predictions of fact and should not be relied upon as being necessarily indicative of future results. Investments involve the risk of loss. The variability of returns in the future may exceed those discussed herein. 

Pro-forma adjustments have been made to equate the Founding Principal's portfolio performance to that of a portfolio with an annualized expense rate (fees plus commissions paid on trades) of 150 basis points of the average account balance.