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Trade Recommendations

Use these forms to enter your trade recommendations and prepare for the Fund Meeting

  1. Coverage Area Summary is used to report positions in your coverage area that are currently in the portfolio
  2. Current Position Summary Form reports 
    • Position weight in the portfolio
    • Performance of the position
    • Recommended actions for current position
  3. New Trade Recommendation Form is used to submit new trade recommendation
  4. AFA Kamehameha Scholars Trade Recommendation Form

At each Fund Meeting, the Portfolio Manager will review current and new trade recommendations and then report what action will be taken for each current and new trade recommendation.
For more information and assistance, please contact us!