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 Commodity Trading Advisors (CTA’s) reported by the NilssonHedge crowd-sourced CTA database.

In previous versions of this monthly report we used IASG to report on a particular segment of these CTA’s (namely the systematic diversified fund managers (FM’s) who occupy the trend following/momentum niche), however we  have now extended this performance report using the NilssonHedge database to include a broader array of fund managers within the CTA segment that have been in operation from at least 1st January 2000 to the current day. The categorizations of the CTA’s that we track will be specified in each monthly report.

These quiet achievers with a long standing track record pride themselves on delivering outstanding performance to their investment community. So why does this report only focus on those FM’s with a long track record?

Well to be in this game delivering such consistent risk-weighted returns means that you are a very special kind of Fund Manager that can stand the test of time. It means that:

  • You have a great appreciation of risk management in that your long-standing track record demonstrates how you have navigated market uncertainty over an extended timeframe;
  • You can demonstrate that your prowess in portfolio management has been able to withstand a broad variety of market conditions yet still be able to deliver stunning long term returns;
  • You know how to manage your drawdowns to retain Assets Under Management (AUM) when most investors typically want to head for the exit gates; and
  • You have a verifiable track record that demonstrates the efficacy of your trading philosophy and approach and your ability to stick to your primary strategy.

Trade well and prosper

Rich B

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