Asset Management Inc.
SMART VALUE FUND©
www.tw-am.com Asset Management Inc. 15,00%
SYSTEM TEST 2008 YTD Performance TAM Total (YTD):
+12,61%
TAM Equity (YTD):
+ 7,23%
10,00%
5,00%
Update 16.06.2008 0,00%
-5,00%
P Equ
01 TAM Smart Value Fund The System
P total
TAM SMART VALUE FundŠ
2
www.tw-am.com Asset Management Inc. 16,00%
SYSTEM TEST 2008 YTD Performance (in EUR)
11,00%
6,00%
TAM Total (YTD):
+12,61%
S&P 500 (YTD):
- 10,02%
-4,00%
DJI (YTD):
- 9,67%
-9,00%
DAX (YTD):
- 14,89%
MSCI World (YTD): - 12,19% NIKKEI 225 (YTD): Update 16.06.2008
- 8,06%
1,00%
-14,00%
-19,00%
-24,00%
TAM %
S&P EUR %
DAX %
DJI EUR %
MSCI World EUR %
N225 EUR %
01 TAM Smart Value Fund The System
TAM SMART VALUE Fund©
3
www.tw-am.com Asset Management Inc.
SYSTEM TEST 2008 YTD Statistics Update 16.06.2008
2008
Jan
Feb
Mar
Apr
May
Jun
Total
+ 3,4
+ 2,76
-0,20
+4,08
+2,39
+0,18
+12,61
Equity
-1,04
+1,96
-4,21
+7,05
+3,93
-0,46
+7,23
| in % |
Jul
Sharpe Ratio
Up Weeks
MaxD (week)
1,61
63 %
-2,29 %
01 TAM Smart Value Fund The System
Aug
Sept
Oct
Nov
Dec
TAM SMART VALUE FundŠ
Total
4
www.tw-am.com Asset Management Inc.
TWELVE Asset Management Inc. Mag. Markus Schuller, MBA, MScFE Stockerhof Dreikönigsstraße 31 A CH - 8002 Zürich t. +41 (0) 44 208 3248 f. +41 (0) 44 208 3500 m. +33 (0) 674 274 986 e.
mschuller@tw-am.com
w. www.tw-am.com
02 TAM CONTACT
TAM SMART VALUE Fund©
5