Stratford Capital Management, Inc. : Equity Index Program
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definitions page
Year-to-Date
1.74%
Jan -1.74%
|
Min. Investment |
$ 100k |
Inception |
Mar 2008 |
Assets |
$ 1.0M |
|
Mgmt Fee |
2.00% |
Sharpe (RFR=1%)
|
0.78 |
Worst DD |
-35.51 |
|
Perf Fee |
20.00% |
CAROR |
30.38% |
S&P Correlation |
-0.31 |
Performance
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | DD |
| 2012 | -1.74 | | | | | | | | | | | | -1.74 | -1.74 |
| 2011 | -5.93 | -2.51 | -22.59 | -3.12 | 17.62 | 6.25 | 18.97 | 59.55 | 8.27 | -3.83 | 1.00 | -2.42 | 67.42 | -31.22 |
| 2010 | 6.03 | -5.97 | 11.77 | 7.13 | 26.91 | 5.52 | 5.68 | -3.78 | 1.08 | 1.03 | -6.61 | 2.18 | 58.42 | -8.23 |
| 2009 | -1.48 | 6.10 | 8.20 | -7.00 | 6.01 | -6.49 | 11.28 | 0.75 | -17.87 | -7.83 | -1.23 | -1.38 | -13.80 | -26.26 |
| 2008 | | | -3.50 | 0.81 | 1.01 | -8.17 | 8.66 | -3.59 | -0.25 | 19.84 | 11.01 | 0.29 | 25.81 | -9.76 |
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THE RISK OF LOSS
IN TRADING COMMODITY FUTURES, OPTIONS, AND FOREIGN EXCHANGE ("FOREX") IS SUBSTANTIAL.
Strategy Description
Summary
At Stratford Capital Management we focus on winning. The firm was founded in 1995 with the sole purpose of providing superior, risk-adjusted returns for our investors. At Stratford we understand that it takes dedication, knowledge and experience, as well as a keen understanding of loss and risk management to create a consistent winning investment strategy.
Investment Strategy
Our focus is on U.S. equities. We use exchange-traded futures in some of the world’s most liquid markets: the Standard & Poor’s 500 stock index, the Nasdaq and the Dow Jones Industrial Average. Our 25 years of trading experience, coupled with a deep understanding of these markets, allows us to take advantage of opportunities others might miss. Stratford has a short-term discretionary trading strategy. This allows us to readily adapt to changing market conditions. The market tells us how and when to trade and we have the flexibility to move as needed.
Risk Management
Kevin J. Benoit launched the Equity Index Program in 2008 and is the principal trader. His 25 years of trading experience puts Stratford a step ahead of the competition. His background includes heading an arbitrage group at Prudential Securities, acting as the Chief Investment Officer for CNE Group, and guest lecturing at Seton Hall and Rutgers Universities.
