MANAGED
FUTURES
MANAGED FUTURES
FULLY MANAGED PROGRAMS BY COMMODITY TRADING ADVISORS
Fully managed accounts
Professionally managed by Commodity Trading Advisors (CTA’s)
Use a mix of managers to create an efficient portfolio of diversification.
BENEFITS OF MANAGED FUTURES
DIVERSE STRATEGIES
Managed futures accounts are traded using a number of unique strategies aimed at producing low correlation to traditional investments.
NOTIONAL FUNDING OPPORTUNITIES
Ask about how to leverage your investment capital across a variety of managers. Notional funding can possibly increase the potential for higher returns, as well as larger drawdowns.
ROBUST PERFORMANCE
Historically (think 2008) Managed Futures have displayed very low to no correlation to traditional investments such as stocks or bonds which can help investors manage their volatility and risks.
OUR FAVORITE MANAGERS
Gregory P. Asset Management LLC
The Seasonal Spread and Option Strategy combines discretionary and seasonal analysis to trade agricultural, livestock, energy and interest rate futures.
Notional Funding Allowed
Minimum Investment: $50,000
Carbide Capital, Inc
The Carbide Absolute Return Program seeks to produce non-correlated returns through a long/short options strategy focused on the S&P 500.
Notional Funding Allowed
Minimum Investment: $100,000
Soaring Pelican, LLC
The Soaring Pelican Diversified S&P Program is a 100% intraday investment model that uses quantitative mechanical models to generate signals in the stock index futures markets.
Notional Funding Allowed
Minimum Investment: $100,000
Buckingham Global Advisors, LLC
The Weekly Emini Program (“WEP”) focuses on short duration derivatives and uses historical value analysis to assess the attractiveness of any trading opportunities with top down and macro themes.
Notional Funding Allowed
Minimum Investment: $100,000
Goldenwise Capital Management Inc
The Quantitative Multi-Strategy seeks to profit from global macro trends, market inefficiency and mis-pricing and to capture value from the market.
*Qualified Eligible Persons Only*
Notional Funding Allowed
Minimum Investment: $200,000
Global Sigma Group, LLC
The Global Sigma Plus (GSP) and the new Global Sigma BondVol Program programs mainly sells options on S&P 500 futures contracts or US 30-yr & 10-yr bond markets.
*Qualified Eligible Persons Only*
Notional Funding Allowed
Minimum Investment: $1,000,000
Typhon Capital Management LLC
The Trevinci Liquid Ag Strategy uses a discretionary, fundamentally-based approach to agricultural markets focusing on: grains and cereals, and on the soft commodities and related markets.
*Qualified Eligible Persons Only*
Notional Funding Allowed
Minimum Investment: $250,000
Jaguar Investments Limited
The AEGIR CAPITAL Strategy adopts an algorithmic approach to exploiting price inefficiencies in the exchange-traded energy futures markets.
*Qualified Eligible Persons Only*
Notional Funding Allowed
Minimum Investment: $1,000,000
R Best, LLC
The R Best Client Private Program utilizes short term, systematic technical models to capitalize on directional moves in the Treasury and Equity Futures markets. Our models are designed to establish intraday trading positions when the markets exhibit a high probability of developing a sustained trending move or a sustained reversion move.
Notional Funding Allowed
Minimum Investment: $50,000
Valia Capital Management, LLC
The Valia Global Tactical Program is a short-term (typically 1-10 day holds), 100% discretionary futures and options strategy. The primary vehicles utilized in the program are outright futures contracts (long/short), futures spreads (long/short), and options strategies (long, with occasional, highly selective short).
*Qualified Eligible Persons Only*
Notional Funding Allowed
Minimum Investment: $200,000
*Qualified Eligible Persons only (QEP)*
The full definition of a QEP is available at the CFTC by viewing the following link: QEP Definition (as of 3/2016)
FULLY MANAGED PROGRAMS
Customized Portfolio Creation
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