Managed Futures

Opportunities in both bull and bear markets

Managed futures can take advantage of price trends no matter which direction the markets move, and thus can generate positive returns even in a volatile economic environment that can cause stress to a typical stock and bond portfolio. With the combined potential for decreased portfolio risk and enhanced portfolio performance, managed futures are not only an attractive stand alone investment but in recent years are now becoming a very attractive addition to global asset management portfolios. They also hold the unique potential of improving the overall investment quality of that portfolio. This potential has been further substantiated by the landmark study of Dr. John Lintner of Harvard University, in which he noted that "the combined portfolios of stocks (stocks and bonds) after including judicious investments...in leveraged managed futures accounts show substantially less risk at every possible level of expected return than portfolios of stocks (or stocks and bonds) alone."

*Value of an Initial $10,000 Portfolio with a 10% Allocation to Managed Futures vs. a Traditional Stock and Bond Portfolio:



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