Commodity Strategies AG

Switzerland-flagSwitzerland Type: Commodity Trading Advisor (CTA) Registrations: NFA ID: 0429466
Program Past 12 Months Jun YTD CAROR WDD AUM Min Inv Visits
CSAG Active Long Only Commodity Program archived programs chart thumbnail 7.22 -22.23 $(AUD) 5,000k 8465
CSAG Active Long Short Commodity Program archived programs chart thumbnail 4.77 -29.34 $ 5,000k 9679

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

Commodity Strategies AG (Commodity Strategies) provides disciplined exposure to global commodities markets through portfolios of exchange-traded futures instruments.

Commodity Strategies offers two dedicated commodity programs:
 Long Only program to provide un-levered exposure to commodity markets whilst limiting exposure during periods of sell-off risk
 Long Short program targets positive returns with low correlation to commodity prices and other risk assets This document focuses on the Long Only program. Long Short program details can be found in a separate Due Diligence Document.

Based in Zug, Switzerland, the firm is;
• registered as a Commodity Trading Advisor with the U.S. Commodity Futures Trading Commission and is a member of the National Futures Association,
• registered as an investment adviser with the U.S. Securities and Exchange Commission,
• a member of VQF, a Self-Regulatory Organisation officially recognised by the (Swiss) Federal Financial Market Supervisory Authority. VQF is obliged to supervise its members with regard to the combating of money laundering and the prevention of the financing of terrorism.

The firm and its predecessor, have traded client accounts since 1999 for the Long Only program and since 2007 for the Long Short program

History of the Firm

Commodity Strategies is the successor organisation to Commodity Strategies Limited (CSL), which was established by Robert Holroyd in 1999. Robert Holroyd co-founded CSL in 1999 to develop longer-term horizon real asset investment products in the commodity sector with the objective of delivering portfolio diversification and an inflation hedge. This followed twenty years of prior experience trading in bullion, futures and foreign exchange as a risk manager and Commodity Trading Advisor. The Commodity Strategies Long Only program was launched in 1999. It is an actively managed long-only absolute return commodity portfolio. In 2006 CSL began a research project into the feasibility of launching a long/short program based around existing trading models. The CSL Long Short program began trading in October 2007. In 2010 the firm commenced the process of moving staff and operations to Switzerland. Commodity Strategies was established as part of a strategic decision to move the firm and its operations from Australia to Switzerland to be closer to the markets traded and investors. The beneficial ownership did not change nor did key staff or investment programs. In 2011 CSAG was incorporated as a Swiss limited liability company and progressively trading agreements have been transitioned from CSL to Commodity Strategies. In 2012 Richard Keary joined the firm to run the day-to-day business operations to allow Mr Holroyd to focus most of his time on research and trading.