Hyman Beck and Company

Global Portfolio

Year-to-Date
N/A
Minimum Investment
$ 1,000,000
Management Fee 2.00%
Performance Fee 20.00%
Annualized Volatility 18.34%
Sharpe (RFR=1%) 0.52
CAROR 9.32%
Assets $175,378,838
Worst Drawdown -33.24
S&P Correlation -0.10

Summary

-The Hyman Beck Global Portfolio (2009 Winner of the Absolute Return Managed Futures Fund of the Year Award) incorporates intermediate momentum, and short term tactical trading approaches to deliver a robust strategy in a single portfolio. The portfolio employs diversified quantitative systems across a variety of trading philosophies and time horizons within a broad array of global markets. Over its 20 year history The Global Portfolio has produced a 12.49% annualized rate of return for investors. The trading approach remains evolutionary, incorporating the firm’s latest advances in research and system development. Our core philosophy, to deliver the potential for capital appreciation, portfolio diversification and non‐correlated returns, has remained constant over this time.