Opes Capital

Our name "Opes" is derived from the Latin term for the creation of wealth, an overriding tenet by which we conduct our business. Our mission is to create value - to enhance and unlock shareholder wealth in companies, whether through investment or our dependable, expert and innovative advice.
We founded Opes Capital in 2007 as a niche corporate advisory boutique to provide specialist merger and acquisition advice to listed and privately owned companies, institutions and entrepreneurs in the private sector.
Opes Capital was established by two principals of Invescape Growth Partnership South Africa and Bright Equity Infrastructure Management, both Private Equity management companies with combined funds under management of R500 million.

Opes Capital Group is a Commodity Trading Advisor (CTA) registered in July 2009 with the Commodity Futures Trading Association (CFTC) and is a member of the National Futures Association (NFA). Based in Beverly Hills, California, Opes Capital Group specializes in managed futures options, which can be a valuable asset to any portfolio as an alternative investment. Opes Capital Group's managed accounts may be used to increase portfolio diversification, reduce overall volatility, and achieve higher returns than traditional passive investments.

Working to find a comprehensive
solution to meet all your financial
requirements, Opes Capital Inc. is
an independent financial services
company. Our reputation as a
dynamic and responsive company
is built upon innovative,
transparent and reliable financial
services.
Our clients‟ profiles differ from person to
person, though all have a common desire
to accumulate, preserve and transfer
their wealth. Opes Capital‟ team
provides innovative and tax efficient
investment solutions, utilising both
onshore and offshore variations,
enabling us to meet this
shared goal.

Working to find a comprehensive
solution to meet all your financial
requirements, Opes Capital Inc. is
an independent financial services
company. Our reputation as a
dynamic and responsive company
is built upon innovative,
transparent and reliable financial
services.
Our clients‟ profiles differ from person to
person, though all have a common desire
to accumulate, preserve and transfer
their wealth. Opes Capital‟ team
provides innovative and tax efficient
investment solutions, utilising both
onshore and offshore variations,
enabling us to meet this
shared goal.

The volatile market conditions of the past few months are friendly, according to commodity trading advisor (CTA) Opes Capital Group Trading Program which posted +4.36% in May and +0.74% in June (+9.05% YTD) due to the firm’s accurate expectations of both market direction and volatility.
In an exclusive interview with Opalesque as one of the funds featured in the Emerging Managers Database, Opes Capital’s Director of Investments, Navid Sohrabi, said that their program has outperformed its benchmarks since it began trading in October 2009. Opes Capital was up 25% in 2010 compared to S&P 500 at +15.07% last year. As of end June 2011, the program is up +9% YTD as against S&P 500’s +6.02%. "This can be attributed to our commitment to risk management and our dedication to the continuous refinement and adjustment of our strategic models," he said.

Opes has a well-defined investment philosophy that guides our investment activities. This philosophy is manifested in the partnerships we develop, in our approach to building businesses and in our commitment to alignment with our management. We believe adhering to these principles leads to superior results for everyone involved in our investments.
Partnership
We have a profound respect for the talented people that drive success in the businesses that operate in our target markets and we develop strong, collegial relationships with management teams based on three core principles: mutual respect, common goals and trust. These core principles are what enable us to be a productive, collaborative partner and facilitate an open, informed dialogue with our management partners. Over time we have found that taking this approach enables Opes and management to act more swiftly and decisively when capitalising on opportunities or addressing challenges.
Focused Business Building

The Opes philosophy focuses on capitalizing on the characteristics of futures options that detract most investors.Past Performance is not necessarly indicative of future resultd. The risk of lost in trading commodity futures, options, and foreign exchange( "FOREX") is substancial.

You should carefully consider whether such trading is suitable for you in light of your financial condition. The high degree of leverage that is often obtainable in commodity futures, options, and forex trading can work against you as well as for you. The use of leverage can lead to large lossos as well as gains. In some cases, managed commodity accounts are subject to substancial charges for management and advisory fees. It may be necessary for those accounts that are subject to these charges to make substancial trading profits to avoid depletion or exhaustion of their assets. The disclosure document contains a complete description of the principal risk factore and each fee to be charged to your account by the commodity trading advisor ("CTA"). The regulations of the commodity futures trading commission ("CFTC") require that prospective clients of a CTA receive a disclosure document before they enter into an agreement whereby the CTA will direct or guide the client's commodity interest trading and that fees and certain risk factors be highlighted. IASG will provide you a copy of the disclosure document at no cost. You should review the CTA'S disclosure document and study it careful...

Opes Capital Group is a Commodity Trading Advisor (CTA) registered in July 2009 with the Commodity Futures Trading Association (CFTC) and is a member of the National Futures Association (NFA). Based in Beverly Hills, California, Opes Capital Group specializes in managed futures options, which can be a valuable asset to any portfolio as an alternative investment. Opes Capital Group's managed accounts may be used to increase portfolio diversification, reduce overall volatility, and achieve higher returns than traditional passive investments.

Opes has a well-defined investment philosophy that guides our investment activities. This philosophy is manifested in the partnerships we develop, in our approach to building businesses and in our commitment to alignment with our management. We believe adhering to these principles leads to superior results for everyone involved in our investments.

Partnership
We have a profound respect for the talented people that drive success in the businesses that operate in our target markets and we develop strong, collegial relationships with management teams based on three core principles: mutual respect, common goals and trust. These core principles are what enable us to be a productive, collaborative partner and facilitate an open, informed dialogue with our management partners. Over time we have found that taking this approach enables Opes and management to act more swiftly and decisively when capitalising on opportunities or addressing challenges.
Focused Business Building
We limit our investment activity to a small number of businesses to allow the focus necessary to achieve our goal of building market-leaders. We work closely with management to support the development of each company's strategic plan and initiatives to improve growth, profitability, operational effectiveness and, ultimately, business value. By dedicating our resources in this way, we enable management teams to expand the scope or accelerate the time frames of their business plans. The effectiveness of this focused approach has been demonstrated through the achievement of substantial growth and improved profitability at many of our prior investments.
Our philosophy is based on the belief that the value of a business over the long term is primarily determined by earnings growth and profitability. Therefore, companies that can consisten...