Forget the Market

FTM II

FTM II is an innovative company that has launched a “Forget the Market” alternative investment strategy that ensures long-term success if followed faithfully. This changed and improved alternative investment opportunity has been built using historical knowledge learned from a very successful multi award-winning investment strategy and the structural inefficiencies that are rife in the US medical system.

Investing is a great way to secure your financial future, but also comes with inherent risks.  Low-risk high-return investments are an attractive option for investors looking to secure their money in a conservative way.

Our goal is to give you an in-depth understanding of an alternative that can help lower your risk while increasing your returns.

Alternative investments are becoming core to investor portfolios as they can offer attractive diversification benefits and higher returns for high net-worth individuals, wealthy families, and small-scale non-professional investors. Forget the Market strategy ensures the safest environment for investors as it really is the only alternative to the roller-coaster of Wall Street – no correlation to the markets.

At FTM II, we believe that alternative investments provide a unique opportunity for investors to diversify their portfolios and achieve their financial goals. With our vast experience and expertise in alternative investing, we are committed to helping our clients secure their financial future.

The Forget the Market approach makes sense for everyone!

Our Story

During the darkest days of the Global Financial Crisis (GFC) the thought kept returning – what if the only way to beat the market was to “Forget the Market”? How could this be done? Is it possible?

The Global Financial Crisis of 2007/08 clearly illustrated that investment classes were far more correlated than most investors had otherwise suspected. After the dramatic falls in global markets, it was clear that traditional asset classes such as equities could not be counted on for diversification, regardless of geographical location. Both developed and emerging markets alike experienced large falls as did commodities and bonds.

It was in this environment that Endre Dobozy and Bill Dalzell decided to create an investment strategy that could match or exceed the traditional markets long-term averages but not be at the mercy of them. One in which mom and dad investors, retail investors and institutional investors could invest without sleepless nights and could avoid any horrific market drops. The primary challenge was to be sure not to lose money so that any profits generated are not wasted on trying to claw back past losses and capital is permanently secured.

The result was the launch in March 2010 of a family of hedge funds under the moniker “FTM”: a fund where 90% to 95% of the principal is secured by scrupulously qualified medical receivables, delivering a consistent loss-free performance. In the 11+ years since inception, a time when many mutual funds have lost money more often than made a profit for their clients, the FTM business model never once failed to deliver a healthy profit. It was also the recipient of numerous international awards.

Endre Dobozy unfortunately passed away in late 2021, but FTM II has taken the strategy and apply it to helping investors achieve their financial goals utilizing the forget the market wealth creation strategy.

An added incentive to securing your financial future is that your investment helps to provide critical care to people in need. You are helping to secure the future for others too. So you can bask in the comfort of knowing that you are doing good by doing well.

Why FTM II?

Your go-to resource for alternative investing!

At FTM II, we specialize in providing an innovative solution that defies traditional methods of investing. We offer an alternative investment service that caters to a all levels of investors.

We believe that alternative investments provide a unique opportunity for investors to diversify their portfolios and achieve their financial goals. With our vast experience and expertise in alternative investing, we are committed to helping our clients secure their financial future.

As an alternative investment fund manager, we specialize in managing funds that are invested in US personal injury medical receivables. Our team has a deep understanding of the unique challenges and opportunities that come with alternative investing.

We believe that the benefits of alternative investing should be available to all investors. We provide an alternative investment marketplace that offers an investment opportunity to investors of all levels.

Our platform offers easy access to a high-quality investment (medical receivables) that helps meet the portfolio needs of all levels of investors.

Our Greatest Achievements

  • 2016 Wealth & Finance International Fund Manager of the Month June
  • 2016 Most Consistent Offshore Fixed Income Fund AI Hedge Fund Awards
  • 2016 Most Dynamic Investment Product Hedge Fund AI Hedge Fund Awards
  • 2015 Awarded Best Fixed Income Fund Hedge AI Fund Awards
  • 2nd Place for Most consistent credit strategies fund June-2010 – June 2015 Preqin
  • 2012 Best Fixed Income Fund Offshore World Finance Hedge Fund Awards
  • 2011 Best Fixed Income Fund Offshore World Finance Hedge Fund Awards

Meet The Team

William (Bill) Dalzell

Bill has significant international business experience having held senior management roles in the forestry, steel and finance industries. He has spoken at a number of international seminars and is a director of a number of international companies including the award winning FTM Fund. He holds a Bachelor of Science in Forestry degree with majors in wood technology and business management from the University of British Columbia and is a registered Certified General Accountant (Retired). Bill has always had a fascination of the global markets and has been involved in the investing industry since 2004. He holds dual Canadian-New Zealand citizenship with Residency in Vanuatu.

Since the death of his friend and partner Endre Dobozy Bill has, together with his wife Brenda, taken on the challenge of rebuilding, enhancing and expanding the FTM fund.

Brenda Dalzell

Brenda has extensive experience in the health industry, most of which is international experience. She has worked in primary, secondary, tertiary and administration sectors with many years spent working in Intensive & Coronary Care and Emergency. Her RN was awarded from the Royal Columbian Hospital School of Nursing in BC, Canada and subsequently a Diploma in Management (Health) from Auckland University of Technology in New Zealand. Most recently she has spent ten years as a Medical Officer with the US Peace Corps in Vanuatu and as a locum in Sierra Leone.

Brenda has extensive management experience and has acquired an in-depth understanding of medical receivables. Her assistance and support to her husband Bill in rising to the challenge of restoring FTM is indispensable. She holds both dual Canadian-New Zealand citizenship and Residency in Vanuatu.

Martin Fairbairn

Martin Fairbairn is an English national and retired lawyer who has spent 47 of the last 54 years in Hong Kong. Martin is a graduate of Wadham College, Oxford with a 2nd Class Honours degrees in Classical Arabic, Classical Persian and Classical Islamic History and qualified as a solicitor in the UK in 1965 and in Hong Kong in 1968. He formed his own law firm in 1970 which grew to be the 11th largest in Hong Kong

Mr Fairbairn retired from his Hong Kong practice in 1991 and now provides confidential private consultancy through Global Team Services Ltd in Hong Kong in the fields of corporate and financial services, asset protection and effective tax compliance. Martin is the founder of the Hong Kong-based Entrepreneurs Institute, a non-profit dedicated to education and supporting startups and entrepreneurs. The group’s corporate structure provides a support community and also provides member with innovative data-base and data management and productivity tools.

Martin has been the legal counsel for FTM Lid since it’s inception in 2010’

Charles Sizemore

Charles is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment adviser based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building tax-efficient alternative allocations with minimal correlation to the stock market. Charles is a frequent guest on CNBC, the Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal and the Washington Post and is a frequent contributor to Forbes, The GuruFocus, Market Watch and Investor Place.com. He holds a Master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with and International emphasis from Texas Christian University in Fort Worth, Texas where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar. Charles is a CFA Charterholder in good standing.