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11/17/2010Orion Investment Management Ltd.1
Orion Investment Management Ltd.
November, 2010
SafeHarbor 2 Year Treasury Enhancement
Product and Performance Review
11/17/2010Orion Investment Management Ltd.2
Investment Summary
Suitability
Accounts looking for a better alternative to fixed deposits, savings andmoney market funds irrespective of market conditions
Strategy
Actively managed short term income program focused on absolutereturn utilizing systematic asset deployment in conjunction withstrategic macro research. The combined approach focuses heavily onrisk control
Universe
Cash only, no derivatives. US Dollar denominated debt securities witha primary focus on the Treasury Market
Objective
To generate a high level of current income, consistent with thepreservation of invested capital while maintaining liquidity
Benchmark
US 2 Year Treasury benchmark
11/17/2010Orion Investment Management Ltd.3
Investment Strategy
Quantitative models and active management
add value
irrespective of business cycle.
Incorporating a strategic macro economic outlook helps
avoid emerging risks and dampen volatility
by identifying structural changes in the investment landscape.
Operational transparency
increases confidence in the Managerand the process
Orion’s ability to
outperform without relying on credit and derivative instruments for excess return
is a distinguishing feature of the fund
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