H.S Dent Advisors Network Live Presentation October 2010
This presentation remains unchanged from the time it was given during the depths of the Global Financial Crisis. It provides an insight into why FTM was created and as you can see now 7 years on the philosophy and strategy remains largely unchanged.
The only change was the removal of the futures fund and full focus on the discounted medical accounts receivables. This came about because we became victims of our own success with each positive month leading to the expectation of another positive month so to mitigate the risk of the possibility of a negative month the futures fund was replaced by a higher proportion of receivables.
What our clients think of us
FTM is one of the most consistent and reliable funds in achieving an outperforming yield.
"FTM has filled a critical role in my client's portfolios over the past several years. With bond yields still too low to warrant serious investment, I'm constantly on the lookout for investments that offer the same stability as a traditional bond portfolio but with an attractive return. FTM has exceeded all of my expectations, offering bond-like stability with returns that are competitive with an aggressive stock portfolio. I highly recommend FTM for investors looking to reduce portfolio volatility without sacrificing returns."
I was introduced to FTM by my Investment Advisor, about 3 years ago. My wife and I were looking for investments that were NOT correlated to the US stock market but had a reasonable risk/return profile to grow at a “non-greedy” 8% or so in our ZIRP environment. My advisor and I did due diligence and believed this investment made sense and was “safe”. FTM has proven to be an excellent solution for a part of our investment portfolio. I understand from our advisor that he has had investors also withdraw some of their investments and it was easy to access their investments. Endre has offered up other references who have had needs to access their funds though I understand there is a low investor turnover.
The FTM marketing material is accurate relative to consistent positive performance creating an outstanding consistent, lower risk, compounding investment. FTM has added a “B” and a “C” fund option since we first invested. We found these new funds made a lot of sense due to the added return with essentially no additional risk. The new funds look to be a real win-win between FTM and the investors as FTM leverages their deep experience in medical receivables. FTM provides weekly and monthly emails on returns that are easy to understand. They have recently added an investor portal that gives even more visibility to one’s investment portfolio with FTM.
Endre has been accessible to questions and responds immediately. Because he commutes between Europe and the S Pacific he has relevant views on what is going on world-wide.