What We Trade
A discretionary futures strategy spanning equity indices, FX, metals, bonds, energy and agricultural commodities — sized within a mechanical risk framework and hard drawdown controls.
The Futures Universe
A diversified futures product set across equity indices, FX, metals, bonds, energy and agricultural commodities — sized within strict position and portfolio limits.
Equity Indices
Highly liquid contracts tied to the major stock indices, including positions that profit when markets stay calm or fear fades.
- S&P 500 E-mini/ES
- Nasdaq-100 E-mini/NQ
- Russell 2000 E-mini/RTY
Energy
Energy complex with position-limit discipline on the more volatile contracts.
- WTI Crude Oil/CL
- Natural Gas/NG
Agriculture
Agricultural futures that diversify the portfolio by moving independently of stocks and bonds.
- Corn/ZC
- Soybeans/ZS
- Wheat/ZW
- Live Cattle/LE
- Lean Hogs/HE
Currencies (FX)
Currency contracts used to diversify and position for big-picture economic shifts.
- Euro FX/6E
- Japanese Yen/6J
- British Pound/6B
- US Dollar Index/DX
Metals
Precious and industrial metals with strict position sizing on the most volatile contracts.
- Gold/GC
- Silver/SI
- Copper/HG
Bonds & Rates
Treasury contracts used to diversify and position for shifts in interest rates.
- 10-Year Treasury Note/ZN
- 30-Year Treasury Bond/ZB
- 5-Year Treasury Note/ZF
The Risk Grid
Exposure is governed by a framework set in advance — keyed to how calm or turbulent markets currently are, not to conviction or a hunch.
Futures and options are often assumed to be high-risk; we treat risk management as the product. Our exposure is set in advance and keyed to how calm or turbulent markets are — not to conviction or a hunch. The discipline is simple: as conditions get more extreme, our limits tighten, not loosen, so risk comes down exactly when others are taking more.
Defensive
Capital preservation comes first. We keep exposure low and stay flexible — calm markets rarely pay us enough to take real risk.
Tactical
As conditions stretch and we are paid better to take risk, we scale in selectively and deliberately — never all at once.
Dislocation
At a relative extreme in price or volatility, we can take the other side — long or short — always within strict, pre-set limits, while protecting the cash cushion we need to hold our positions, so we are never forced out at the worst time.
Drawdown Discipline
Hard, pre-committed portfolio-level drawdown triggers. Risk is mechanically reduced before discretion can intervene.
Soft drawdown trigger
A first, automatic reduction in risk — we halve the capital at work, mechanically and without debate.
Additional reduction trigger
A second, deeper level cuts risk further and pauses new positions until conditions stabilize. The exact thresholds are shared in a follow-up conversation.
This summary is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product. Options and futures involve significant risk, including the risk of loss. Targets and objectives are not guarantees, and actual results may differ materially. The fund is offered only to Qualified Eligible Persons (QEPs).
See how this fits your portfolio
If you’re a Qualified Eligible Person (QEP) or high-net-worth investor — or an advisor exploring genuine diversification — let’s talk. Reach out to request a call, send an inquiry, or connect on LinkedIn. Or join the newsletter for our market commentary, written for investors and advisors.