Year-to-Date
N/A
Minimum Investment
50,000
Management Fee 2.00%
Performance Fee 20.00%
Annualized Volatility 6.59%
Sharpe (RFR=1%) 2.23
CAROR 16.66%
Assets 0
Worst Drawdown -1.56
S&P Correlation -0.01

Summary

The fund seeks to offer clients consistent returns with low volatility in various market environments. Significant opportunities exist to generate returns in both rising and falling market environments in the global financial and commodities markets. The fund seeks to capitalize on these opportunities by applying discretionary, fundamental evaluation of market drivers and their impact on various sectors. Through an analysis of capital flows, short term directional opportunities are identified and trades are structured for optimal return and risk characteristics. Portfolio concentration is avoided and risk is managed on multiple levels.