Cauldron Investments, LLC

Stock Index Plus

Minimum Investment
$ 1,000,000
Management Fee 2.00%
Performance Fee 20.00%


The Stock Index Plus Program (SIP) is a multi-strategy, systematic, rules-based trading system focused in stock market indices such as the S&P 500, via trading its futures contracts and options. It consists of three independent subsystems: (1) trend-following, (2) trend-reversal, and (3) options writing. This investment program is not intended to be an uncorrelated supplement to allocating capital assets in equity markets. Instead, it intends to provide a superior alternative to allocating capital assets in equity markets, with higher returns and lower volatility. The characteristics of the performance of SIP is therefore highly correlated with the stock market in bull markets, and either uncorrelated or negatively correlated in bear markets.