Summary

Private Investment Manager offering my Multi Diversified Program (awarded for best risk/return) to sophisticated, accredited, qualified, and high net worth investors through fully transparent Managed Account structures with real time monitoring enabled. The popularity of this unique Managed Account structure is due to the benefits they offer to investors, including transparency, ownership of the account, and liquidity through control of assets. I want to clarify how performance is reported for our program. Interest earned on T-Bills or other cash instruments is not included in our performance numbers. The returns you see reflect only the trading strategy itself. It’s important to note that many other CTAs do include interest earned on T-Bills in their reported performance, which can make their results appear higher—especially in a higher interest-rate environment. When comparing managers, this difference in reporting can create a meaningful performance gap that is not related to trading skill. Our approach is intentionally conservative and transparent: we show pure trading performance, excluding interest income, so you can evaluate the strategy on its true merits.