Gordon “Grant” Curtis--2008 Financial Performance Leads CI Family Office to New Heights; Ticino, Switzerland
Portfolio Director for a sub Billion Euro Family Office, Gordon "Grant" Curtis racks up another year of double digit returns. In the precarious market conditions of 2008, Mr. Curtis posts record gains for the fourth year in a row citing his 30 years of financial experience. By comparison to his industry peers, he has managed to eek out profits where most have posted double digit setbacks.
Zurich, Switzerland, January 02, 2009 --(PR.com)-- Nothing rings in the New Year better for a well-established Family Office than celebrating great financial performance for the previous year, 2008. In a year where most institutional investors have lost significant ground to the market place, Gordon “Grant” Curtis has managed to out do his competitors and post record returns for 2008. Although the Family Office for whom Mr. Curtis works exercises its privacy as most Europeans do, independent sources confirm that the Office indeed posted record returns for 2008.
As a noted speaker at institutional investment summits, Mr. Curtis mentioned during a recent conference the stellar performance of the Family Office he manages during 2008. The secret; well, it remains somewhat of a secret.
When questioned about exactly how Mr. Curtis invested the Family Office capital, he commented, “the primary source of profit for last year came from the trading of financial opportunities on a ‘wholesale’ basis.” Although not the vanilla answer expected, this appears to be the strategy that has been used since becoming investment Director for the Family Office portfolio nearly four years ago. The clear result has lead to double-digit returns each year.
Operating under a defined and constrained mandate established by the Family Office Founder’s investment parameters, Mr. Curtis commented, “establishing the mechanisms for high returns yet minimize downside risk is somewhat of a daily challenge.” According to the CI Family Office mandate, “no third party money managers may be engaged.” Instead, much of the investment strategies rely on established contract instruments that have considerable volume, open interest and volatility, as well as “special situations.”
Admittedly, Mr. Curtis has been challenged by the present market conditions, but by most benchmarks, a double-digit return realized by a sizable Family Office concern is proof positive that the possible adversities were not that substantial. By telephonic interview to Switzerland, Mr. Curtis stated, “If you’re so interested in learning the recipe for consistent returns, come to one of the speaking engagements that I accept and I will be happy to share. Much of what I know and apply was taught to me by prior Titans of Wall Street, so the credit for that portion of the investment deployment strategy is certainly not mine.”
During a brief conversation with Mr. Curtis, and as follow up to a personal meeting in Monaco last Fall, Mr. Curtis did mention a speaking engagement commitment at an institutional investor conference this February of 2009 in Carlsbad, California.
By Jay Tipton, Reporter
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As a noted speaker at institutional investment summits, Mr. Curtis mentioned during a recent conference the stellar performance of the Family Office he manages during 2008. The secret; well, it remains somewhat of a secret.
When questioned about exactly how Mr. Curtis invested the Family Office capital, he commented, “the primary source of profit for last year came from the trading of financial opportunities on a ‘wholesale’ basis.” Although not the vanilla answer expected, this appears to be the strategy that has been used since becoming investment Director for the Family Office portfolio nearly four years ago. The clear result has lead to double-digit returns each year.
Operating under a defined and constrained mandate established by the Family Office Founder’s investment parameters, Mr. Curtis commented, “establishing the mechanisms for high returns yet minimize downside risk is somewhat of a daily challenge.” According to the CI Family Office mandate, “no third party money managers may be engaged.” Instead, much of the investment strategies rely on established contract instruments that have considerable volume, open interest and volatility, as well as “special situations.”
Admittedly, Mr. Curtis has been challenged by the present market conditions, but by most benchmarks, a double-digit return realized by a sizable Family Office concern is proof positive that the possible adversities were not that substantial. By telephonic interview to Switzerland, Mr. Curtis stated, “If you’re so interested in learning the recipe for consistent returns, come to one of the speaking engagements that I accept and I will be happy to share. Much of what I know and apply was taught to me by prior Titans of Wall Street, so the credit for that portion of the investment deployment strategy is certainly not mine.”
During a brief conversation with Mr. Curtis, and as follow up to a personal meeting in Monaco last Fall, Mr. Curtis did mention a speaking engagement commitment at an institutional investor conference this February of 2009 in Carlsbad, California.
By Jay Tipton, Reporter
###
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Jay Tipton Public Relations
Jay Tipton, Reporter
917-508-7506
ggcurtis.com
Jay Tipton, Reporter
917-508-7506
ggcurtis.com
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