PERFORMA LTD (US), LLC

Performa Limited (US), LLC, formerly Ansonborough Capital Management, LLC, offers Asset Allocation recommendations to clients on a discretionary basis. They can work with clients to determine suitable external managers and/or external investment vehicles that complement Performa's internally managed strategies. Performa personnel use their experience as portfolio managers and sell-side traders to evaluate other managers and strategies, as well as quantitative techniques. Performa manages client portfolios on a fully discretionary basis, while accommodating each client's unique investment objectives and restrictions. They provide various reports to clients, including monthly portfolio valuations, quarterly management reports, ad hoc meeting reports, periodic financial market commentary, and more frequent reporting as requested. Performa does not participate in wrap fee programs.

Performa's investment strategies are generated from various sources, including internally generated fundamental and technical analysis, economic and strategic analysis, research from independent firms, and industry contacts. The investment process starts with a macro view of the global economy and interest rate cycles, employing four pillars of macro research: macro-economic environment and prospects, monetary policy, structural and secular changes, and market flows and technical analysis. This macro research drives duration and sector allocation decisions. Performa utilizes equities within some client portfolios using passively managed ETFs and sub-investment advisers. They offer U.S. Large-Cap Passive Equity strategy, which centers around holding exchange traded index securities such as ETFs focused on long-term capital appreciation and dividend income. For small-cap equity exposure, Performa offers a small-cap equity strategy through the use of ETFs for clients that want passively managed exposure, and a sub-advisor for qualified clients who prefer active management.

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