Third Street Ag Investments, LLC

United States-flagUnited States Type: Commodity Trading Advisor (CTA) Registrations: NFA ID: 0452190
Program Past 12 Months Sep YTD CAROR WDD AUM Min Inv Visits
Fundamental Discretionary Ag chart thumbnail 0.17 -0.17 2.09 -8.98 $ 78.1M $ 500k 13113

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

Portfolio Manager

Chad Burlet

CTA Introduction

ABOUT THIRD STREET AG INVESTMENTS

Third Street Ag Investments, LLC was formed in August, 2012 by Chad Burlet and Bob Otter. Burlet and Otter are both veterans of the grain and soy markets and their trading program concentrates exclusively on these markets. Chad Burlet is the program’s Chief Trading Officer. He began his career with Cargill (1980-89) ultimately rising to head the firm's Commodity Marketing Division Oilseeds Trading Department. From 1989 to 1996 he was with Goldman Sachs/J. Aron where he traded US and world soybean futures, options and cash for the firm. Since 1996 he has been an independent trader, and since 2008 has also traded on behalf of other investors. Burlet’s experience, knowledge of worldwide soy/grain economics, and extensive network of contacts all contribute to his analysis of the markets, and ultimately, to the program’s trading decisions. Bob Otter has been a member of the Chicago Board of Trade since 1975. Until 2012, when Third Street Ag was formed, he traded and brokered soybeans and grain on the CBOT trading floor. Otter heads up operations, compliance and risk management for the firm. The foundation of fundamental agricultural trading lies in understanding the worldwide economics of grain production, transportation, processing and consumption. We believe that with this knowledge we can and will be able to develop a clear understanding of the trade flows and market aberrations which should naturally occur over time. From our market experience it is our opinion that temporary price dislocations will be created when any one group of market participant (hedgers, investors, speculators etc.) enters the market in an unbalanced fashion. Furthermore we believe that those market dislocations will always become unsustainable over time. Fundamental Discretionary Ag focuses as a strategy on our ability to identify those dislocations and our ability to determine reasonable time frames for their correction. This knowledge should give us the opportunity to capitalize on anticipated price movements on a relatively consistent basis. Our trading will be purely discretionary and based nearly entirely on fundamental market factors. We will utilize a limited amount of technical analysis to enter and exit positions; this however will not be a primary trading ideal within the strategy.