Fund Performance

Surfing with the Fund Managers

As an ongoing feature of this website, we decided that we would go the extra mile and track the performance of a large number of long term established systematic fund managers (FM's) who occupy the trend following/momentum niche and are commonly referred to as Hedge Fund Managers, Commodity Trading Advisors (CTA's), Managed Futures Advisors or Alternative Investment Managers.

Fund Performance

Fund Performance Report – 31 January 2019 – Does it Hurt Yet?

I wish I could bring you good news for the month....but the hard slog continues in the diversified systematic trend following/ momentum camp. Not to say that there weren't some solid performances in the group, but the index as a whole took another nose dive retreating a further 2.81% into the red for the month. This brings the current drawdown for the Index to 13.18% which still has a way to go to reach max drawdown levels of 15.83% reached in September 2013, but still........let's be honest......we are having a difficult trot at the moment.

Fund Performance

Fund Performance Report – 31 December 2018 – “Oh well….that was exhausting – What will I tell the wife? “

Well thank heavens that 2018 is over. There were ups... downs....whipsaws....phantom bonanzas....you name it. That is as much as I would like to say about it in general....but  the point I would like to make for 2018 is .....does a year really matter in the context of my heady aspirations of wealth building while swinging in this hammock?

Fund Performance

Fund Performance Report – 30 November 2018 – “It’s all Relative………My Dear Watson!!!

While offering nothing to crow about, a flat return from the systematic trend following funds  for the month is certainly a welcome result considering equities represented by the S&P500 TR Index (Total Return) plummeted 7.7% in November which added to the pain of Septembers plunge bringing the S&P500 TR Index to a 12.2% drawdown from it's equity high in August 2018.