I am an individual investor managing my retirement funds and investment funds of other high net worth individuals from Queenstown, New Zealand. I recently retired from a merchant bank in New York, where I ran a macro proprietary trading portfolio for 10 years. I achieved a compound 30% return p.a. compounded with no down years. We split our capital about equally across investment opportunities in equities, fixed income, commodities and currencies. In essence I am looking for global investment themes that offer significant value, and I enter trades when the market gives enough evidence of a change in trend. I am a long term investor who generally looks to invest in themes and hold them for at least 12 months.