Stein Investment Management : Trading Edge

Summary

Stein Investment Management LLC is a limited liability company formed in the state of New Jersey in April 2006 to provide advisory services previously conducted by its president, director, sole shareholder and sole principal Boris Stein. Mr. Stein was involved in market research and development of advanced market trading methodologies for over 15 years. During all those years he actively traded stocks, currency and commodity markets. In 2006, Mr.Stein won a second place at the World Cup Trading Championship, Futures Division, sponsored by Robbins Trading Company. Mr.Stein was featured and have publications in many industry magazies. Stein Investment Management has been registered with the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA) as a Commodity Trading Advisor (CTA) since May 2006. SIM became a member of the National Futures Association (NFA) in November 2006.

Investment Strategy

Short-Term CTA strategy which buys long and sells short exclusively index futures (S&P 500 e-minis). Average holding period is 1 day. Strategy is 80% systematic with 20% discretionary overlay. Uncorrelated with the market: benefit from rising and declining market conditions. Decision Making Process: Incorporates approximately 30 rigorously designed and tested independent mechanical trading systems all of which are proprietary.

Risk Management

Stop Loss Triggers are ALWAYS in place. Risk reduction by diversification amongst 30+ computerized mechanical systems (components of the strategy). Dynamic trade size adjustments according to proprietary algorithms.