PLEASE NOTE: ALTAVRA does NOT charge a load, upfront or initial fee on any account. 

The J.B. Henry Capital Management program attempts to create a hedge against valuation and devaluation of the US Dollar assets, while offering speculative opportunities to profit from short term swings among varying cross-rates of foreign currency using multiple strategies that are negatively correlated. J.B. Henry Capital Management employs a semi-technical system-based trading strategy to make its trading decisions. The trading method has been research and developed over the last 6 years as a direct result of the experience of the Advisor's trading and their personal conclusions of the market behavior. The trading approach relies heavily on the disciplined money management. In evaluating the various factors that make up a trading decision, the system pays close attention to the potential trade’s risk-reward ratio and how it fits into the profile of the entire portfolio and whether it adheres to the account’s overall trading goals. An advanced excursion analysis is used to identify optimal levels of stop placement. Recent adjustments made to accommodate the forex market offer a more leptokurtic distribution of returns across the portfolio of strategies. J.B. Henry Capital Management has quantified data to conclude that as a result of these “signal driven applications", a detached, but accurate perspective of the markets exists in a way that the Advisor can take advantage of micro and macro-economic factors are quantified in the “weighting” of the application of money managed within the portfolio of the multiple strategies. J.B. Henry Capital Management is ongoing in their development of the strategy and will adapt and employ only those methods of improvement if in the testing thereof, yield financial benefits to the advisor’s clients. The system has trend bias in direction over extended time frames. The Advisor will trade all major currency pairs, including EURUSD, USDJPY, GBPUSD, USDCHF, AUDUSD and most of the liquid cross-rates of currencies, including USDCAD, and EURJPY. The Advisor will add to or delete certain markets from time to time at its discretion. The trading program has been traded in a proprietary account starting 2005, the manager started accepting client funds in May 2009.

 

Bjorn H Jonasson, is President and a member of its Board of Directors. Mr. Jonasson holds a Bachelor’s Degree in Engineering from the College of Engineering (TG1) of Gothenburg, Sweden. During his career he has a worked in engineering and design in various locations around the world including Europe, South-East Asia, Africa and South America before settling down in the United States. From May 2000 to Dec 2000 he was in Sweden doing full-time research in the technical analysis field. He worked with computer design and research of Technical Analysis as applicable to research in the futures and forward derivatives markets. During that time he joined as a Professional Member, STAF, Swedish Technical Analysts Federation (an IFTA member). Coming back to the United States in Dec 2000 he received a series 3 registration and joined Alaron Trading, a futures brokerage firm. He has been a member of the NFA since 2001. At present neither Mr. Jonasson or the firm is a member of the NFA or supervised by the CFTC as the business has exempt status. From 2001 – 2006 he was a principal with a registered CTA, (Commodity Trading Advisor) Spectrum Asset Management Corp.

 

THE RISK OF LOSS IN FOREX TRADING CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. IN CONSIDERING WHETHER TO TRADE OR TO AUTHORIZE SOMEONE ELSE TO TRADE FOR YOU, YOU SHOULD ALSO BE AWARE OF THE FOLLOWING:

 

FOREX TRANSACTIONS ARE NOT TRADED ON AN EXCHANGE, AND THOSE FUNDS DEPOSITED WITH THE COUNTERPARTY FOR FOREX TRANSACTIONS MAY NOT RECEIVE THE SAME PROTECTIONS AS FUNDS USED TO MARGIN OR GUARANTEE EXCHANGE-TRADED FUTURES AND OPTIONS CONTRACTS. IF THE COUNTERPARTY BECOMES INSOLVENT AND YOU HAVE A CLAIM FOR AMOUNTS DEPOSITED OR PROFITS EARNED ON TRANSACTIONS WITH THE COUNTERPARTY, YOUR CLAIM MAY NOT RECEIVE A PRIORITY. WITHOUT A PRIORITY, YOU ARE A GENERAL CREDITOR AND YOUR CLAIM WILL BE PAID, ALONG WITH THE CLAIMS OF OTHER GENERAL CREDITORS, FROM ANY MONIES STILL AVAILABLE AFTER PRIORITY CLAIMS ARE PAID. EVEN CUSTOMER FUNDS THAT THE COUNTERPARTY KEEPS SEPARATE FROM ITS OWN OPERATING FUNDS MAY NOT BE SAFE FROM THE CLAIMS OF OTHER GENERAL AND PRIORITY CREDITORS.

 

THE HIGH DEGREE OF LEVERAGE THAT IS OFTEN OBTAINABLE FOREX CAN WORK AGAINST YOU AS WELL AS FOR YOU. THE USE OF LEVERAGE CAN LEAD TO LARGE LOSSES AS WELL AS GAINS.

 

MANAGED ACCOUNTS MAY BE SUBJECT TO SUBSTANTIAL CHARGES FOR MANAGEMENT AND ADVISORY FEES AND THE ACCOUNT MAY NEED TO MAKE SUBSTANTIAL TRADING PROFITS TO AVOID DEPLETING OR EXHAUSTING ITS ASSETS.  THE DISCLOSURE DOCUMENT CONTAINS A COMPLETE DESCRIPTION OF EACH FEE TO BE CHARGED TO YOUR ACCOUNT BY THE ACCOUNT MANAGER.

 

THIS BRIEF STATEMENT CANNOT DISCLOSE ALL THE RISKS AND SIGNIFICANT ASPECTS OF THE FOREX MARKETS.  THEREFORE, YOU SHOULD CAREFULLY REVIEW THIS DISCLOSURE DOCUMENT BEFORE YOU TRADE, INCLUDING THE DESCRIPTION OF THE PRINCIPAL RISK FACTORS OF THIS INVESTMENT. 

 

You are encouraged to access the disclosure document AND/OR MANAGEMENT AGREEMENT by clicking the links provided AT Forms.altavra.com. You will not incur any additional charges by accessing the documentS. You may also request delivery of a hard copy 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 OR MANAGEMENT AGREEMENTS..

 

YOU SHOULD ALSO BE AWARE THAT THIS TRADING ADVISOR MAY ENGAGE IN TRANSACTIONS ON MARKETS LOCATED OUTSIDE THE UNITED STATES, THESE MAY BE SUBJECT TO REGULATIONS WHICH OFFER DIFFERENT OR DIMINISHED PROTECTION. FURTHER, UNITED STATES REGULATORY AUTHORITIES MAY BE UNABLE TO COMPEL THE ENFORCEMENT OF THE RULES OF REGULATORY AUTHORITIES OR MARKETS IN NON-UNITED STATES JURISDICTIONS WHERE YOUR TRANSACTIONS MAY BE EFFECTED. BEFORE YOU TRADE YOU SHOULD INQUIRE ABOUT ANY RULES RELEVANT TO YOUR PARTICULAR CONTEMPLATED TRANSACTIONS AND ASK THE FIRM WITH WHICH YOU INTEND TO TRADE FOR DETAILS ABOUT THE TYPES OF REDRESS AVAILABLE IN BOTH YOUR LOCAL AND OTHER RELEVANT JURISDICTIONS.  THE TRADING ADVISOR IS PROHIBITED BY LAW FROM ACCEPTING FUNDS IN THE TRADING ADVISOR’S NAME FROM A CLIENT FOR TRADING. YOU MUST PLACE ALL FUNDS FOR TRADING IN THIS TRADING PROGRAM DIRECTLY WITH A FUTURES COMMISSION MERCHANT.

 

THE FOLLOWING PERFORMANCE NUMBERS HAVE BEEN SUPPLIED BY THE MANAGERS DIRECTLY TO VARIOUS DATA COLLECTION SERVICES.  THE INFORMATION PRESENTED HAS BEEN OBTAINED FROM DATA COLLECTION SOURCES THAT ALTAVRA BELIEVES TO BE RELIABLE.  ALTAVRA IN NO WAY GUARANTEES THE ACCURACY OF THESE NUMBERS AND HAS SUPPLIED THEM FOR INFORMATIONAL PURPOSES ONLY.  ALTAVRA HAS NOT AND CANNOT VERIFY THE ACCURACY OF SUCH INFORMATION AND POTENTIAL INVESTORS SHOULD BE AWARE THAT SUCH INFORMATION IS SUBJECT TO CHANGE WITHOUT NOTICE.  THIS DOES NOT CONSTITUTE A SOLICITATION TO BUY OR AN OFFER TO SELL.  Other disclosure statements are required to be provided before an account may be opened for you.

 

questions or COMMENTS:  please email clientservices@altavra.com or call 1-800-998-7870.

 

Peregrine Financial Group, Inc may act as counterparty to your forex transactions.  Past performance is not necessarily indicative of future results.   There are substantial risks associated with leveraged products and additional risks with off-exchange transactions such as those in this managed forex account program. 

 

The descriptions above are from the managed futures / forex database.

 

Disclosure Statement