everTrend Global, LLC : everTrend Global, LLC
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Year-to-Date
1.55%
May -5.00%
|
Min. Investment
|
$ 100k
|
Inception
|
Jul 2011
|
Assets
|
$ 2.2M
|
|
Mgmt Fee
|
2.00%
|
Sharpe (RFR=1%)
|
0.29
|
Worst DD
|
-20.18
|
|
Perf Fee
|
20.00%
|
CAROR
|
-
|
S&P Correlation
|
-0.61
|
Growth of 1,000 - VAMI
Monthly Performance
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | DD |
| 2013 | 6.19 | -1.43 | -1.46 | 3.64 | -5.00 | | | | | | | | 1.55 | -5.00 |
| 2012 | 0.00 | 5.40 | -0.20 | 0.05 | 13.70 | -9.88 | 9.80 | -2.67 | -1.90 | -2.80 | -0.02 | 3.29 | 13.48 | -9.88 |
| 2011 | | | | | | | 3.70 | 7.50 | 7.30 | -13.10 | -6.10 | -2.18 | -4.52 | -20.18 |
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THE RISK OF LOSS
IN TRADING COMMODITY FUTURES, OPTIONS, AND FOREIGN EXCHANGE ("FOREX") IS SUBSTANTIAL.
Period Returns
|
|
May
|
Qtr
|
YTD
|
1yr
|
3yr
|
5yr
|
10yr
|
Since
7/2011
|
|
everTrend Global, LLC
|
-5.00
|
-2.98
|
1.55
|
-3.69
|
-
|
-
|
-
|
10.03
|
|
S&P 500
|
2.08
|
7.66
|
14.34
|
24.45
|
-
|
-
|
-
|
26.17
|
|
+/- S&P 500
|
-7.08
|
-10.64
|
-12.79
|
-28.14
|
-
|
-
|
-
|
-16.14
|
Strategy Description
Summary
everTrend Global is a systematic trend following fund designed to provide investors with an uncorrelated, flexible and diversified investment vehicle.
...
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Strategy Description
Summary
everTrend Global is a systematic trend following fund designed to provide investors with an uncorrelated, flexible and diversified investment vehicle.
Investment Strategy
EverTrend Global is a macro managed futures fund dedicated to providing investors with global exposure to a broad range of asset classes. EverTrend Global is a trend following fund, designed to invest in the direction of medium and longer term trends in a diversified group of futures markets. Since change is the driver of both risk and returns, our funds are designed to profit from a wide variety of environments. Our systematic, trend following approach provides clients with a disciplined and flexible way to profit from macro cycles. The process is quantifiable, repeatable, diversified and tested through myriad economic environments. The result is a robust fund that can adapt and reposition itself as conditions change.
Diversification across seven distinct asset classes ensures that the fund remains balanced and positioned broadly, so that we attempt to capture returns and large trends wherever they may occur. Sophisticated risk-adjusted position sizing and portfolio risk controls underpin the everTrend portfolio management process. Our exposure to major currency and bond markets around the globe may provide investors with an embedded currency hedge. A prime benefit of managed futures funds is their ability to move opposite traditional stock/bond portfolios during bear markets. In fact, testing shows our best periods come during large declines in equity markets, making the fund a good portfolio fit for many investors.
Risk Management
Multi Faceted Risk Management
Market Diversification
Trading Different Systems, Different Time Frames
System Level Trade Reduction During Draw Downs
Equalized per Trade Risk of Under 1.0%
Pre Defined Stop Loss Levels, which have limitations
Volatility Adjusted Position Sizing
Disciplined Profit Taking
Consistent Money Management
Systematic Portfolio Management