Welcome to MarkhamRae
MarkhamRae currently manages four absolute return strategies in both discretionary and systematic macro, tactical fixed-income and trade finance. We currently have USD$1bn as at end of Oct 2017*.
Our clients are corporate and local authority pension funds, insurance companies and family offices currently located in the UK, Europe and North America.
We aim to deliver consistent positive returns for the long-term investor.
We focus exclusively on developed market interest rates and developed and selected emerging market currencies which distinguishes the strategy from other fixed income funds. The fund does not invest in credit, emerging market bonds, high yield or sovereign bonds.
Ashenden and MarkhamRae recently entered into a partnership to establish and manage the Ashenden Trend Plus Fund. MarkhamRae is the Manager of the Fund and Ashenden is the Trading Advisor.
The Ashenden Trend Plus Fund invests systematically in both trend-following and mean-reverting strategies across multiple asset classes (equities and futures).
Tactical Fixed-Income Relative Value
Ovington Capital and MarkhamRae have entered into a partnership to manage the Ovington Master Fund Ltd. This fund pursues a tactical fixed income relative value approach. MarkhamRae is in the process of becoming the AIFM for the fund and Ovington will become the Trading Advisor.
The strategy implements a diversified group of fixed income trades of tactical mis-pricings in G7 government bonds and their derivatives. The strategy has a track record of delivering stable risk-adjusted returns during multiple risk-on and risk-off markets.
Trade finance is one of the world’s oldest and largest financial activities. We make trade finance investable for non-bank investors without connected operational and scalability problems. The strategy provides the full benefits of the superior risk adjusted returns of trade finance.
*As at October 2017