Our Products

Lee Overlay Partners meets investors’ objectives through two investment products:

• Active Currency Overlay
• Absolute Return Fund

Active Currency Overlay Management:

For investors who have an exposure to international currency risk, we offer Active Currency Overlay Management. This process allows a client to hedge undesired currency risks while adding value through alpha generation within a set of pre-determined risk constraints. Our ongoing investment process benefits from exploiting the three separate and diversified Alpha Centers, which individually generate consistent alpha over time.

By synthetically replicating their portfolios, active currency overlay allows international portfolio managers to hedge their foreign currency exposures and to add an additional 2-4% return to their underlying portfolio returns.

Absolute Return Product:

The LOP Global Currency Fund is an absolute return product. The Fund is an alternative for investors seeking pure alpha generation from currency as an asset class.

By applying the sophisticated investment methodology successfully used in active currency overlay, the Fund benefits from a degree of leverage (5-8 times) while limiting exposure to the investor’s initial capital outlay.

A major advantage of this product is its lack of correlation to other asset classes, in various economic and market scenarios. The proven process used in the LOP Global Currency Fund targets annualized absolute returns of over 25%.