ZEUS ASSET MANAGEMENT INC.
Huy Tu Nguyen
22491465

1. Overview of Zeus Asset Management Inc.
Zeus Asset Management Inc. (ZAM) is an independent, employee-owned and money – management company founded in 1968 by Tim Landon and Jerry Schneider, offering services to both institutional and individual clients which is different to some other asset- management firms, therefore the firm has designed a number of portfolios to meet the needs of clients. The firm’s investment philosophy follows a conservative, risk-averse, quality-oriented approach to investment management to exploit the superior return from long term strategies. The company’s investment philosophy of risk-aversion and long term goal can be guaranteed by the firm’s strategy which focuses on teamwork with experienced staff, who have an average of 18 years of investment experience in the sector and have dealt with recession and major market downturns and most of them are CFAs, thus this high quality professionals allow ZAM serving its clients and performing the company’s strategies effectively. More specifically, with individually managed account, the company apply the minimum fund requirement of $2 million, and for those clients their portfolios are customized based on their investment objectives and risk-return profile alongside with other particular constraints, such as: tax, liquidity, legal restrictions, etc. Besides, ZAM has constructed a range of mutual funds, including equity fund, bond fund, balance fund and international fund, to meet the requirements of different clients.
1.1 Why is estimation of risk-adjusted returns of particular interest to Zeus?
ZAM is taking consideration into risk-adjusted return methods to properly evaluate the performance of a particular asset class in association with its risk since the firm’s capital is allocated in a range of portfolios which have different level