Third Coast Asset Management LLC

Aggressive Discretionary Program (Client)

Year-to-Date
N/A
Minimum Investment
250,000
Management Fee 1.00%
Performance Fee 28.00%
Annualized Volatility 37.40%
Sharpe (RFR=1%) -0.97
CAROR
Assets 2,000,000
Worst Drawdown -28.21
S&P Correlation 0.57

Summary

In the Aggressive Discretionary Program the Advisor looks for opportunities in the global futures markets using discretionary methods. A combination of trading experience, fundamental analysis, and mathematical models are used to find and execute trading ideas. The objective of the program is to generate returns using leverage when exceptional opportunities present themselves in markets. The program attempts to provide non correlated returns by not relying on directional trades at all times and by trading a wide variety of asset classes. Both futures and options on futures on domestic and foreign exchanges will be traded, this includes: agriculture, energy, interest rate, equity index, and foreign exchange contracts. Tolerance for risk should be high for those investing in this program.