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/NGLimited
Less liquid products carry a 15% cap on capital committed at entry.
Agriculture
Agricultural futures that diversify the portfolio by moving independently of stocks and bonds.
- Corn/ZC
- Soybeans/ZS
- Wheat/ZW
- Live Cattle/LELimited
- Lean Hogs/HELimited
Less liquid products carry a 15% cap on capital committed at entry.
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/SILimited
- Copper/HGLimited
Less liquid products carry a 15% cap on capital committed at entry.
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. VIX is the market’s fear gauge — higher readings mean more turbulence. Buying Power Used (BPU) is how much of our capital is committed at any one time. The grid below shows the discipline: as fear rises, our caps go down, not up.
Defensive
Capital preservation. Reduced risk allocation, maximize flexibility on trade management and opportune hedging.
Tactical
Scaling cautiously. Buying power deployed selectively as premiums begin to inflate.
Dislocation
When markets panic and others are forced to sell, we can step in selectively — always within strict, pre-set limits — while protecting the cash cushion we need to hold our positions (maintenance margin), so we are never forced to sell at the bottom.
Drawdown Discipline
Hard, pre-committed portfolio-level drawdown triggers. Risk is mechanically reduced before discretion can intervene.
7.5% portfolio drawdown
An automatic 50% cut in risk — we halve the capital committed (Buying Power Used).
12.5% portfolio drawdown
Further mandatory 50% reduction (i.e. 25% of original) and immediate liquidation of all positions before new trades.
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 an accredited or high-net-worth investor — or an advisor exploring genuine diversification — let’s talk. Reach out to request a call, email us, or connect on LinkedIn. Or join the newsletter for our market commentary, written for investors and advisors.