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ALTAVRA Managed Futures

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Benefits of Managed Futures

inflation / deflation hedge

Open A Futures and/or Forex Trading Account.

Disclosure StatementDisclosure Statement: Open in New Window       Download PageDownload & Save:        Print Page Printable Version: Arborvitae Capital Management

Risk Disclosure Statement

 

THE RISK OF LOSS IN TRADING COMMODITIES CAN BE SUBSTANTIAL.  YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION.  THE HIGH DEGREE OF LEVERAGE THAT IS OFTEN OBTAINABLE IN COMMODITY TRADING CAN WORK AGAINST YOU AS WELL AS FOR YOU.  THE USE OF LEVERAGE CAN LEAD TO LARGE LOSSES AS WELL AS GAINS.

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In some cases, managed commodity accounts are subject to substantial charges for management and advisory fees. It may be necessary for those accounts that are subject to these charges to make substantial trading profits to avoid depletion or exhaustion of their assets. The disclosure document contains a complete description of the principal risk factors and each fee to be charged to your account by the commodity trading advisor ("CTA").

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The regulations of the commodity futures trading commission ("CFTC") require that prospective customers of a 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. This document is readily accessible at this site. This brief statement cannot disclose all of the risks and other significant aspects of the commodity markets. Therefore, you should proceed directly to the disclosure document and study it carefully to determine whether such trading is appropriate for you in light of your financial condition. You are encouraged to access the disclosure document by clicking the links provided AT Forms.altavra.com. You will not incur any additional charges by accessing the disclosure document. You may also request delivery of a hard copy of the disclosure document at formsbymail.altavra.com, which will also be provided to you at no additional cost. The CFTC has not passed upon the merits of participating in any of these trading programs nor on the adequacy or accuracy of any of these disclosure documents.

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Other disclosure statements are required to be provided before an account may be opened for you.

 

Portfolio Diversification:  Managed Futures Employed as an Inflation / Deflation Hedge

Although managed futures have often produced positive returns during dislocation and crisis periods, it must be emphasized that managed futures are not and should not be viewed as a portfolio "hedge", but rather as a source of liquid transparent return that is typically not correlated to traditional investments or other alternative investments. Some of the different approaches taken by managed futures managers tend to exploit the sustained capital flows across asset classes that typically take place as markets move back into equilibrium after prolonged imbalances. Others thrive on the volatility and choppy price action which tend to accompany these flows. Others still do not exhibit sensitivity to highly volatile market environments and appear to generate returns independent of the prevailing economic volatility regime. The charts and tables below illustrate the performance of the BTOP 50 Index during periods that have historically been difficult for both the S&P 500 Index and most large hedge fund strategies.

 

BTOP 50 VS S&P 500 DURING S&P 500'S WORST FIVE DRAWDOWNS SINCE 1987

BTOP 50 vs. S&P 500 During S&P 500's Worst Five Drawdowns Since 1987

 

PERFORMANCE OF THE BTOP 50 INDEX DURING THE 15 WORST QUARTERS OF S&P 500 INDEX PERFORMANCE

Period

Event

S&P 500 Index

BTOP 50 Index

Difference

4th Quarter 1987

Black Monday – Global Stock Markets Crash

-23.23%

16.88%

40.11%

3rd Quarter 2002

WorldCom Scandal

-17.63%

9.41%

27.05%

3rd Quarter 2001

Terrorist Attack on World Trade Center / Pentagon

-14.99%

4.12%

19.10%

3rd Quarter 1990

Iraq Invades Kuwait

-14.52%

11.22%

25.74%

2nd Quarter 2002

Continuing Aftermath of Technology Bubble Bursting

-13.73%

8.52%

22.26%

1st Quarter 2001

Bear Market In U.S. Equities Led by Technology

-12.11%

5.97%

18.08%

3rd Quarter 1998

Russia Defaults on Debt, Long-Term Capital Mgmt

-10.30%

10.54%

20.84%

1st Quarter 2008

Credit Crisis, Commodity Prices Rally

-9.92%

5.92%

15.84%

3rd Quarter 2008

Credit Crisis, Government Bailout of Banks

-8.88%

-3.40%

5.48%

4th Quarter 2000

dotCom Bubble Bursts

-8.09%

19.78%

27.87%

3rd Quarter 1999

Anxiety During Run Up To Y2K

-6.56%

-0.67%

5.89%

1st Quarter 1994

Federal Reserve Begins Increasing Interest Rates

-4.43%

-2.10%

2.33%

4th Quarter 2007

Credit Crisis, Subprime Mortgage Losses

-3.82%

3.02%

6.84%

1st Quarter 1990

Recession in U.S., Oil Prices Spike

-3.81%

1.76%

5.57%

1st Quarter 2003

Second Persian Gulf War

-3.60%

4.68%

8.28%

 

BTOP 50 VS HFRI FUND WEIGHTED INDEX DURING HFRI FUND WEIGHTED INDEX'S WORST FIVE DRAWDOWNS SINCE 1990

BTOP 50 vs HFRI Fund Weighted Index During HFRI Fund Weighted Index's Worst Five Drawdowns since 1990

 

PERFORMANCE OF THE BTOP 50 INDEX DURING THE TEN WORST QUARTERS OF HFRI FUND WEIGHTED INDEX PERFORMANCE

Period

Event

HFRI Fund Weighted Index

BTOP 50 Index

Difference

3rd Quarter 1998

Russia Defaults on Debt, Long-Term Capital Mgmt

-8.80%

10.54%

19.34%

3rd Quarter 2008

Credit Crisis, Government Bailout of Banks

-8.14%

-3.40%

4.74%

4th Quarter 2000

DotCom Bubble Bursts

-6.39%

19.78%

26.17%

3rd Quarter 2002

WorldCom Scandal

-5.71%

9.41%

15.13%

1st Quarter 2008

Credit Crisis, Commodity Prices Rally

-3.44%

5.92%

9.36%

4th Quarter 1997

Asian Crisis - Devaluation of Thai Bhat, Malaysian Ringgit

-1.59%

4.17%

5.76%

4th Quarter 1994

Tequila Crisis - Mexican Peso Devaluation

-1.30%

0.90%

2.19%

2nd Quarter 1998

Asian Crisis Continues - Run on Banks

-1.27%

-1.58%

-0.31%

2nd Quarter 2000

Volatility Increases as Tech Bubble Approaches Top

-1.25%

-4.01%

-2.76%

2nd Quarter 2004

Federa Reserve Begins Increasing Interest Rates

-1.05%

-8.16%

-7.11%

 

THE RISK OF LOSS IN TRADING FUTURES, OPTIONS AND OFF-EXCHANGE FOREX CAN BE SUBSTANTIAL.  PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. 

 

Disclosure StatementDisclosure Statement: Open in New Window       Download PageDownload & Save:        Print Page Printable Version: Arborvitae Capital Management

 

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THE RISK OF LOSS IN TRADING FUTURES AND OPTIONS CAN BE SUBSTANTIAL. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THIS MATERIAL HAS BEEN PREPARED BY A SALES OR TRADING EMPLOYEE OR AGENT OF ALTAVRA AND IS, OR IS IN THE NATURE OF A SOLICITATION. THIS MATERIAL IS NOT A RESEARCH REPORT PREPARED BY AN ALTAVRA RESEARCH DEPARTMENT. YOU AGREE THAT YOU ARE AN EXPERIENCED USER OF THE FINANCIAL MARKETS, CAPABLE OF MAKING INDEPENDENT TRADING DECISIONS, AND AGREE THAT YOU ARE NOT, AND WILL NOT RELY SOLELY ON THIS DOCUMENT IN MAKING TRADING DECISIONS. (ALTAVRA.CO/RISK)

THIS CONTENT AND ALL OF ITS LINKS ARE FOR INFORMATIONAL PURPOSES ONLY, AND IS CURRENT ONLY AS OF THE DATE(S) HEREOF. IT DOES NOT CONSTITUTE A SOLICITATION FOR ANY CTA OR TRADING PROGRAM, AND THE INFORMATION IS SUBJECT TO CHANGE WITHOUT NOTICE. THE FIGURES CONTAINED HEREIN WERE OBTAINED OR COMPILED FROM INFORMATION PROVIDED BY THE CTA, TRADER OR THEIR REPRESENTATIVES. NEITHER ALTAVRA NOR ANY OF ITS AFFILIATES OR EMPLOYEES MAKES ANY ENDORSEMENT OR REPRESENTATION AS TO ITS ACCURACY, VALIDITY OR COMPLETENESS. THE INFORMATION HAS NOT BEEN INDEPENDENTLY VERIFIED AND THEREFORE CANNOT BE GUARANTEED. WHILE ALTAVRA MAY PROVIDE INVESTORS WITH CTA ANALYSIS, ALTAVRA DOES NOT PROVIDE “DUE DILIGENCE” ON AN INVESTOR’S BEHALF AND IS NOT RESPONSIBLE FOR A CUSTOMER’S INVESTMENT DECISIONS.

NO OFFER OR SOLICITATION MAY BE MADE PRIOR TO REVIEW OF THE CTA’S CURRENT DISCLOSURE DOCUMENT (
FORMS.ALTAVRA.COM), WHICH INVESTORS SHOULD READ CAREFULLY PRIOR TO INVESTING. INVESTORS MAY ALSO WISH TO CONSULT THEIR LEGAL, TAX AND INVESTMENT ADVISORS TO DETERMINE WHETHER AN INVESTMENT IS APPROPRIATE IN LIGHT OF THE INVESTOR’S RISK TOLERANCE, INVESTMENT OBJECTIVES AND FINANCIAL SITUATION.

ALL FUTURES AND OPTIONS TRADING INCLUDING MANAGED FUTURES IS SPECULATIVE, INVOLVES A HIGH DEGREE OF RISK AND IS SUITABLE ONLY FOR PERSONS WHO CAN ASSUME THE RISK OF LOSS IN EXCESS OF THEIR MARGIN DEPOSIT. NO REPRESENTATION OR ASSURANCE IS MADE THAT ANY CTA OR TRADING PROGRAM WILL OR IS LIKELY TO ACHIEVE ITS OBJECTIVES, BENCHMARKS OR TARGETED RETURNS OR THAT ANY INVESTOR WILL OR IS LIKELY TO ACHIEVE A PROFIT OR WILL BE ABLE TO AVOID INCURRING SUBSTANTIAL LOSSES.

 
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