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Wicklow, Ireland Takes On Wall Street. New Investment Platform's Portfolio Outperforms Wall Street Index

New investment platform's portfolio outperforms Wall Street index. Rising Sum, the investment specialist, has just published the first performance review of its US Large Cap top 1% value portfolio.
    AVOCA, IRELAND, February 14, 2013 /24-7PressRelease/ -- Rising Sum, the investment specialist, has just published the first performance review of its US Large Cap top 1% value portfolio. Published on risingsum.com the portfolio comprises five companies, from amongst the 500 largest companies in the United States, that best match the Berkshire Hathaway acquisition criteria.

On its first official three month review date the Rising Sum portfolio had outperformed its reference index, the S&P 500, by 8.14% to 5.7% - a gap of 2.44%.

Brian Kelly, founder and CEO of Rising Sum said, "we are seeing a developing trend. The more our top 1% portfolios mature, the more they outperform their relative indices, irrespective of country of origin. The first top 1% portfolio, which covers the UK market, is up 16% and outperforming the index by over 6%."

Companies were selected using a pre-configured template followed by qualitative analysis. They were selected and purchased on the same day with no consideration given to market levels, volume trading or direction.

Kevin Ashby, chairman of Rising Sum, commented: "The major Buffett investments all fit the model - companies such as Coca-Cola, Wells Fargo, Tesco, American Express and Wal-Mart. Advisors can now back up their recommendations using a proven investment strategy and platform."

Retail investors can subscribe to Rising Sum's top 1% index portfolios, which identify the best value investment opportunities in the UK and US markets. Subscription services begin at EUR29.99 per month.

Media enquiries
Kevin Ashby - chairman (primary media contact)
Rising Sum Analytics Ltd.
+44 7588 650944
Kevin.Ashby@risingsum.com

Brian Kelly - CEO
Rising Sum Analytics Ltd.
+353 89 440 9995
Brian.Kelly@risingsum.com

Notes for Editors

About Rising Sum
Rising Sum is a provider of investment and trading platforms to direct subscribers as well as financial institutions, advisers and money managers. A white label version of the risingsum.com platform is available for distribution under third-party branding.

Rising Sum's proprietary screening methodology enables self-directed investors and equity traders to quickly screen entire indices and find companies that either demonstrate historical and fundamental data consistency, or improvement, across key ratios.

For a more detailed explanation of how Rising Sum works and a snapshot of a portfolio go to - http://www.risingsum.com/RisingSumExample.pdf

Rising Sum is a client of Enterprise Ireland. Regd. in Ireland, company no. 522223.

Kevin Ashby - chairman
Kevin's previous roles include founding chairman and CEO of Saxo Bank Asia/Pacific, one of the world's leading providers of online trading, CEO of Patsystems Plc and chairman of Anvil (both acquired by ION). He is also deputy chairman of FX Architects, and has advised numerous banks and brokers on developing online trading.

Brian Kelly - CEO
Brian's career has centered on product and market development, including advising a number of organisations on the development of their market strategies. His most recent role was director of product development & marketing at Saxo Bank, where he managed the design, IT development and marketing campaigns for a number of product initiatives, including Saxo's equity platform. Prior to Saxo Bank, Brian was head of product development at Patsystems Plc, an independent software vendor that provides industry-leading trading systems.


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Contact Information


Brian Kelly
Rising Sum

Avoca, Co. Wicklow
Ireland
Voice: 00447588650944
E-Mail: Email Us Here
Website: Visit Our Website

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