Our weekly newsletter is out, and it’s been a week since we released our semi-annual CTA rankings, which means it’s time for us to spotlight one of our top ranked managers. Since we already highlighted Newport Capital Management when they sat perched atop the rankings at the beginning of the year, we decided to put the focus on the #2 ranked Briarwood Capital Management.
They aren’t what you might expect out of a top-ranked CTA (and neither was Newport). Their program was not developed to rake in 30%+ returns on a monthly basis. They do not have a slew of computer programmers from MIT on their staff. They aren’t a Winton or a Transtrend in terms of AUM.
No, Briarwood does not fit the mold of a typical managed futures superstar, but that may be exactly why they’ve got our attention. From a refreshing perspective on program creation to a no frills approach to trading, Briarwood has their ducks in a row, and offers, in our opinion, a solid opportunity for those looking for a trend following addition to their portfolio. Check out our newsletter for all the details.
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Forex trading, commodity trading, managed futures, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors.
The entries on this blog are intended to further subscribers understanding, education, and â€“ at times- enjoyment of the world of alternative investments through managed futures, trading systems, and managed forex. Unless distinctly noted otherwise, the data and graphs included herein are intended to be mere examples and exhibits of the topic discussed, are for educational and illustrative purposes only, and do not represent trading in actual accounts.
The mention of asset class performance is based on the noted source index (i.e. Newedge CTA Index, S&P 500 Index, etc.) , and investors should take care to understand that any index performance is for the constituents of that index only, and does not represent the entire universe of possible investments within that asset class. And further, that there can be limitations and biases to indices: such as survivorship and self reporting biases, and instant history.
Managed Futures Disclaimer:
Past Performance is Not Necessarily Indicative of Future Results. The regulations of the CFTC require that prospective clients of a managed futures program (CTA) receive a disclosure document when they are solicited to enter into an agreement whereby the CTA will direct or guide the client’s commodity interest trading and that certain risk factors be highlighted. The disclosure document contains a complete description of the principal risk factors and each fee to be charged to your account by the CTA.