Chadwick Investment Group

Global Trend Following

Year-to-Date
N/A
Minimum Investment
$ 250,000
Management Fee 2.00%
Performance Fee 20.00%
Annualized Volatility 25.83%
Sharpe (RFR=1%) 0.40
CAROR 8.29%
Assets $5,051,974
Worst Drawdown -43.18
S&P Correlation -0.26

Summary

-Chadwick uses a technical strategy to manage customer accounts. Chadwick believes that future price movements may be more accurately anticipated by historical price movements within technical analysis rather than by a fundamental analysis. The core structure of the program is long term trend following in nature. The program seeks participation in markets where long term trends are developing. Chadwick has designed a managed futures program that seeks entry into a trending market whether the market is moving higher or lower. The program will take long and short positions the markets that it trades. Chadwick uses money management techniques that attempt to limit exposure of initial capital on any one market.