Frequently Asked Questions
- What programs do you offer, and what are they?
- We currently offer Diversified Growth and Aggressive Growth Programs. Our Diversified Growth Program focuses on multiple global investment themes and often has large cash positions when we perceive higher risk in the market. Our Aggressive Growth Program takes concentrated positions in leading companies in high growth economies, such as the Greater China region.
- What is your minimum portfolio size?
- Currently, our minimum is $300,000 per household.
- Which program is right for me?
- In the Diversified Growth Program, most positions are not China related; and in the Aggressive Growth Program, most stock positions are companies in the Greater China region. Our Diversified Program targets more conservative investors, while our Aggressive Program targets more aggressive investors.
- What are the annual management fees?
- 2.5% for <$1,000,000
- 2% for $1 to $2 million
- 1.5% for $2 million or more
- All fees are charged quarterly in advance.
- How does the management process work?
- We receive trading authority over the account. Then we proceed to construct and manage the account. We do not control, nor do we take custody of, your account.
- How do I set up an account with Absolute Return Capital Advisors LLC?
- Our main broker-custodian is Fidelity Investments, and new clients usually set up accounts with Fidelity’s Institutional Brokerage Group. We also work with other brokers on accounts over $1 million.
- Should I sell everything in the account before opening an account with ARCA?
- Talk to us first regarding your specific situation. In general, we prefer to create and manage a portfolio from the ground up.
- How much are transaction costs?
- Transaction costs will vary. Fidelity charges between $8.00 and $17.95 for most domestic trades.
- Will I be able to see my account activities on line?
- Yes. By logging on to your broker’s website, you can see how we are managing your account.
- How are fees normally paid?
- Fees are normally paid quarterly in advance and automatically deducted from the account.
Notes
Absolute Return Capital Advisors LLC (ARCA) is not affiliated or related to investment newsletters China Strategy, Asia Edge and newsletter advertising authored or edited by Robert Hsu. There are material differences between the strategies and investment portfolios used in ARCA investment programs and the investment newsletters portfolios. Prospective investors must not use any newsletter information, including newsletter performance figures and/or advertising, to evaluate ARCA investment products. The owner of the newsletters is InvestorPlace Media, LLC and any questions concerning the newsletters, including any newsletter advertising or performance claims, should be referred to InvestorPlace Media, LLC at (800)718-8289.
No representation or warranty, expressed or implied, is made as to the accuracy or completeness of the information contained in this document, and nothing contained herein is, or shall be relied upon as, a promise or representation. This document does not purport to contain all the information that may be required to evaluate the proposed transactions and you should obtain a copy of the final products particulars and any other relevant information before making an investment. Past performance of a fund or a program is no guarantee as to its performance in the future.