Harbor Financial, LLC has decided to cease trading Harbor Financial’s Voltage Aggressive and Voltage Balanced programs, effective at the close of trading on June 19 of this year. All account positions will be liquidated on June 19 for accounts that elect to remain in the program until that time. During this wind down period, beginning May 1, no management fees will be assessed to open accounts. Of course, clients may as always elect to terminate our trading authority at any time and have positions liquidated accordingly.
Two Senior Analysts Have Joined Goldenwise Capital:
Ron Wang, Strategist, Goldenwise Capital Management Inc.
B.Sc. in Mathematics (entered university at the age of 14), The University of Science and Technology of China;
M.Sc. in Computational Finance, Carnegie Mellon University;
Ph.D. in Mathematics, Harvard University
Ron has over 15 years of experience in alternative investments, the derivative markets and quantitative trading. Ron started his career as a tenure-track Assistant Professor at the Hong Kong University of Science and Technology. In 1999, he moved to Wall Street. He worked at trading desks of several top investment banks: Merrill Lynch, Lehman Brothers and AIG. Ron has extensive experience in quantitative trading strategy development, proprietary trading model research and derivative product pricing.
Ethan Yu, Senior Analyst, Goldenwise Capital Management
B.A. in Accounting, Fu Dan University
MBA in Finance, Boston University
CFA, CPA, ACCA
Ethan has about 10 years of investment experience in global markets. Ethan started his career as a private equity analyst at the top investment bank of China: China International Capital Corporation in 2005. In 2011, he joined Dalton Advisors, a subsidiary of Dalton Investments LLC (a hedge fund manager with over $3B AUM). He started as an equity research analyst and was promoted to “Head of Research (China)” before he left Dalton. Ethan is a holder of CFA, CPA and ACCA. Ethan has extensive experience in global macro research and equity market research.
By the end of 2014, Mr. K.D. Angle’s total assets under management went over the 100 million dollar level for the first time in his career. Angle exclusively operates in the managed futures industry and operates three registered Commodity Trading Advisory firms (CTA), with one of them being registered as a Commodity Pool Operator.
The names of the CTA firms are; Angle Capital Management llc, Keck Capital Management llc and Kelly Angle Inc. Angle Capital Management llc is also registered as a Commodity Pool Operator. All firms operate as 4.7 exempt firms.
Total assets in the firm was reported to be 22.4 million dollars in July , 2009 and as of December 2014, assets under management for all firms has grown to 112 million dollars. The reason for the majority of growth in assets under management was from producing net new profits from the markets with their investment programs.
Angle’s flagship product and fund is the AIP Program and the Angle Investment Partners LLC Fund, which gives clientele the ability to participate in both of Angle’s systematic and diversified investment programs, (the Genesis Program - as operated by Kelly Angle Inc. and the Keck Program - as operated Keck Capital Management), as a single allocation investment vehicle, which are equally weighted in the AIP Program.
As reported by:
Angle Capital Management LLC
774 Mays Blvd, #10-375
Incline Village, NV 89451
Tel: (775) 624-8914
Fax: (775) 546-9999
Email: [email protected]