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WESTMINSTER GLOBAL INVESTMENTS, LLC |
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Diversified
Portfolio |
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| Account Description |
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The Westminster Global Investments portfolio provides investors
with a global multi-strategy investment solution. This is a
long-term oriented portfolio that seeks to invest in special
situations in misunderstood or overlooked compa nies around
the world. The portfolio invests in equities, fixed income,
convertibles, warrants, options and other securities on a highly
diversified basis. The objective of the portfolio is to first
preserve capital over the long term and then generate superior
returns with low volatility, risk and correlation to the global
equity and fixed income markets. The investment team for the Westminster Global Investments portfolio believes that superior fundamental research can make a marked difference in investment performance. This is a generalist investment perspective without limitations as to asset class or security selection on a global basis. As there is no static mix of asset classes, investment styles or country weightings, this dynamic investment portfolio employs a capital budgeting investment allocation process rooted in risk management and diversification. The objective is to protect, preserve and build investment wealth. From an investment perspective the optimal way to meet these objectives is to gain access to the global marketplace without restriction or rigidity. Through the Westminster Global Investments portfolio, clients will be gaining access to a highly diversified offering of investment opportunities with the utmost flexibility. |
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| Account Administration | ||
| The account has retained the services of Westminster, Hope & Turnberry, Ltd. to administer and invest the portfolio that secures this account. The investor understands and agrees that Westminster administers other investment funds and may effect transactions with respect to securities in which it, its officers, directors, employees and affiliates may have a direct or indirect financial interest. | ||
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Sale or solicitations of WHT products are expressly prohibited in the United States. WHT products are only available to institutional investors domiciled in jurisdictions where WHT is authorized to conduct business. This is provided for informational purposes only and is not intended as an offer to sell, an advertisement, or a solicitation. |
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