Sunrise Capital Partners

United States-flagUnited States Type: Commodity Pool Operator (CPO)
Commodity Trading Advisor (CTA)
Managed Forex Manager
Registrations: NFA ID: 261901
Program Past 12 Months May YTD CAROR WDD AUM Min Inv Visits
Sunrise Evolution Program chart thumbnail -4.13 -0.11 -29.65 $ 674.4M $ 500k 18506
Sunrise Expanded Diversified Program archived programs chart thumbnail 9.10 -29.83 9229

Past performance is not necessarily indicative of future results. The risk of loss in trading commodity futures, options, and foreign exchange ("forex") is substantial.

CTA Introduction

Sunrise Capital Partners is a Systematic Global Macro firm founded in 1980 that currently manages approximately $250 million in client and proprietary assets. Sunrise provides investors with an informed, long-term perspective, an adaptive and evolutionary research platform, and responsive client-focused delivery. For over 33 years, Sunrise has followed a thorough, methodical and highly risk-attuned course in applying dynamic insights and innovations to the global markets.

Our Systematic Global Macro approach invests, long and short, in discernible and measurable trends, themes and pricing anomalies across global markets. Sunrise achieves diversification through exposure to a broad range of commodities, currencies, equity indexes and interest rates over diverse regions and time horizons. Position and portfolio risks are managed both systematically and through continuous human oversight by multiple layers of seasoned investment professionals.

Background:

RICHARD SLAUGHTER has been a Sunrise partner and portfolio manager since 1995 and is a pioneer of the alternative investment industry. Acting on a life-long passion for trading global markets, Slaughter launched his first systematic trading fund while completing his B.S. in Finance at San Diego State University in 1974. After graduate work in finance at San Diego State and Systems Management at the University of Southern California, Slaughter launched Commodity Monitors, Inc. (“CMI”) in 1977, one of the earliest systematic macro trading funds in the investment industry. After more than 15 years of successful trading, Slaughter merged CMI into Sunrise in 1995. Since joining Sunrise, Slaughter has spearheaded a multitude of trading and risk management innovations and continues to oversee all aspects of the firm’s trading, technology, and research and development activities. In addition, Slaughter serves as a member of Sunrise’s Management Committee. GARY DAVIS is a pioneer of the alternative investment industry. He founded Sunrise in 1980 after studying the systematic trading of futures and foreign exchange markets in the late 1970’s and successfully trading his own account. Davis has been a partner and portfolio manager of Sunrise since its inception. Davis holds B.S. and medical degrees, respectively, from the University of Michigan and was a board certified radiologist at the University of California, San Diego from 1973 to 1990. He served on the faculty of UCSD from April 1980 to December 1990 as an Associate Professor of Radiology. Davis continues to oversee Sunrise’s trading and collaborate with the Sunrise team on research and development activities. In addition, Davis serves as a member of Sunrise’s Management Committee. MARTIN EHRLICH joined Sunrise in 1986 and has served as Sunrise’s Director of Business Development and Customer Relations since that time. Prior to joining Sunrise, Ehrlich was a private businessman and majored in business administration at the University of Cincinnati. Ehrlich and his family have been investors in Sunrise since its inception. JASON GERLACH joined Sunrise in 2008 and is the firm’s Managing Director. In his role, Gerlach determines and drives Sunrise’s overall business strategy and oversees Sunrise’s day-to-day business operations and activities. Gerlach also serves on Sunrise’s Management Committee. Prior to joining Sunrise, Gerlach was a Sunrise investor and an attorney with Hale and Dorr LLP (now WilmerHale) in Boston and later Howard Rice Nemerovski Canady Falk & Rabkin (now Arnold & Porter LLP) in San Francisco. Gerlach holds a J.D. cum laude and an M.A. in Public Policy Analysis and Public Administration from the University of Wisconsin (1996) and a B.A. in Government from Cornell University (1993). Gerlach is the Treasurer for, and a member of the Board of Directors of the California Hedge Fund Association. CHRIS STANTON joined Sunrise in 2012 as the firm’s Director of Portfolio Strategy and serves as a member of Sunrise’s Management Committee. Prior to joining Sunrise, Stanton traded extensively in a wide range of global commodity and currency markets as Vice President and Portfolio Manager for Deerhurst Capital Management and as Capital Markets Officer for JP Morgan. In those roles, Stanton managed multi-million dollar portfolios and conducted all market and fundamental risk analysis for those portfolios. In addition, he provided broad finance-related legal and risk management services while working as an attorney with two prestigious global law firms, Quinn, Emannuel, Urquhart & Sullivan LLP and Cravath, Swaine & Moore LLP in New York City. Stanton holds a J.D. cum laude from Northwestern University and a Bachelor of Science in Engineering from Lehigh University.