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Mehnert Capital Management

mehnert.altavra.com

Open A Futures and/or Forex Trading Account.

Manager Name: Mehnert Capital Management
Program Name: Diversified Trading Program (DTP)
Minimum Investment: 750,000 USD
Strategy: Trend-Following, Counter Trend
Markets: Diversified
Restrictions: QEP
Disclosure Document: Call
Management Agreement: Call
Download Page: Download PDF Version: Mehnert Capital Management
Print Page: Printable Version: Mehnert Capital Management
Disclosure Statement: Open

Additional Information on

Mehnert Capital Management

includes free access to the managed futures database

Commodity Trading Advisor (CTA) Report: Mehnert Capital Management

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This program is only available for Qualified Eligible Persons (QEP). What is QEP?

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

Online Account Application: open.altavra.com / Account Forms: forms.altavra.com / Manager Shortcut: mehnert.altavra.com

Program Description: General

 

Mehnert Capital Management currently intends to trade futures on mainly U.S. exchanges with a primary focus on Currencies, Indices, Financials and Commodities but reserves the right to trade any futures products. Mehnert Capital Management does not intend to engage in writing options.


Mehnert Capital Management’s objective is to seek profits from futures transactions while taking reasonable steps to protect capital relative to the rates of return sought.

 

Program Description: Diversified Trading Program
Diversified Trading Program (“DTP”) is a trading program that takes positions across a diversified portfolio of domestic futures markets with a primary focus on currencies, equity indices, interest rates and commodities.


Directional Bias

There is no directional bias in this program. The Diversified Trading Program may be net long, short or flat any particular market or sector at any time. Average trade duration could range from one day to several months or more.


Sector Exposure

The Mehnert Capital Management Diversified Trading Program will have exposure to all major sectors, including, but not limited to, currencies, agriculturals, equity indices, interest rates, metals, energies, softs and meats.


Trading Approach

In broad terms, the different trading approaches that make up the trading program attempt to generate trading profits in (i) trending, (ii) non-trending, and (iii) reversal phases of any major market trend. All trades taken are actively managed, with the view of locking in as much of the prevailing market thrust as possible, while at the same time allowing each trade sufficient room to move in order to meet its return objectives.


Trade Selection
1) Technical and Fundamental Analysis
There are generally two methods of analysis used to forecast price behavior in commodity markets - Technical and Fundamental.


Technical analysis is based on the theory that market prices reflect all known factors affecting supply and demand for a particular commodity and that the study of the prices themselves will provide means of anticipating future prices. Technical analysis requires a study of among other things the actual daily, weekly and monthly fluctuations of price, open interest and volume when evaluating with a predictive nature the future course of price actions. These predictions are generally based on computer-generated signals, mathematical relationships, chart interpretation or any combination of such items. As an example, one method of technical analysis might evaluate the following set of factors on a daily basis: (1) the price trends of the commodity interest and the levels at which to initiate or terminate positions; (2) The condition of the commodity interest market in terms of whether it is a trending or non-trending market; (3) the volatility the commodity interest has developed in the past as compared to current volatility levels; and (4) the state of the commodity interest market in terms of determining the proper points for initiating positions and allowing increases in existing positions.


Fundamental analysis looks at factors external to the trading market that affects the supply and demand of a particular commodity interest in order to anticipate future prices. Such factors include, as well as others, governmental policies, political and economic events, information related to weather conditions, crop conditions and the economics of a particular commodity interest. Fundamental analysis assumes that markets are imperfect that information is not assimilated or disseminated and that econometric models can be constructed that generate equilibrium prices that may indicate current prices are unsustainable. As an example, with respect to an agricultural commodity interest, one fundamental factor that affects the supply of corn is the acreage planted. The demand for corn consists of domestic consumption and exports and is a product of such factors as the cost of corn in relation to the cost of competing products.


2) Trading Style
As discussed above, Commodity Trading Advisors (CTA's) generally rely on either fundamental or technical analysis or a combination thereof to identify price trends and formulate effective trading strategies. Mehnert Capital Management’s trading strategy utilizes technical analysis in trading commodities markets. More specifically, the trading systems and strategies that will be utilized by Mehnert Capital Management to trade are outlined as follows:

 

Mehnert Capital Management utilizes mechanical trading systems and risk management models for all trading programs that have been developed by Mehnert Capital Management’s Principal. The strategies are designed to take advantage of short, medium and long-term movements in the futures markets while keeping risk to a minimum. The strategies employed do not attempt to analyze economic fundamentals or predict the direction of markets.


In developing its trading strategy, Mehnert Capital Management undertook trading on both a discretionary and systematic basis; the results of this and a great deal of research and development reinforced Mehnert Capital Management’s opinion that computer-based trading strategies are preferable to a discretionary approach in the trading of futures markets. The main reasons for this is that firstly, many of the uncertainties associated with human emotion are eliminated, and secondly, thorough back and forward testing of strategies can be conducted which allows the trader to develop a suitable risk management environment in which to trade a system or systems. While Mehnert Capital Management maintains that the optimal method of trading is by the use of a systematic trading approach, in the event of unique market conditions the trading models may be overridden and the discretion of Mehnert Capital Management may be used to ensure that certain risk parameters are adhered to.


This trading program and strategy operate on two levels. The first part of the strategy involves the use of two trading systems operated simultaneously; each system used has been profitable if run in isolation, but the combination of different models and strategies should produce better returns than any of the trading models alone. The use of multiple systems also decreases the reliance on any one market or trading strategy to produce consistent trading profits. The returns generated by Mehnert Capital Management have been achieved by the use of uncorrelated models run over the same markets. The combination of these strategies is applied over short, medium and long-term time frames. Mehnert Capital Management defines ‘short-term’ as being positions that are open for less than a month.


ALL COMMODITY INTEREST TRADING IS SPECULATIVE AND INVOLVES A HIGH DEGREE OF RISK. THERE CAN BE NO ASSURANCE THAT THE ADVISOR WILL TRADE PROFITABLY OR AVOID INCURRING SUBSTANTIAL LOSSES.

The second part of the trading strategy involves strict risk management procedures that are used in order to achieve trading returns with the least possible risk. Mehnert Capital Management believes that the leverage offered by futures contracts can work for and against an advisor, and the understanding of risk is essential in trading mechanical systems over a wide range of futures markets. Risk is analyzed on a market basis and used to regularly balance the portfolio of contracts being traded at any given time. This in-depth analysis of risk on a number of levels has allowed the models to operate in a manner that minimizes risk on an account without compromising the potential to generate trading profits on a consistent basis.


3) Proprietary Trading Policy and Associated Order Allocation
Mehnert Capital Management and its principal’s proprietary account(s) will generally trade and maintain positions that closely parallel trading for its customer accounts in addition to other trading activity. Accordingly, Mehnert Capital Management and its principal may trade their proprietary accounts in a manner more aggressively than client accounts or which include positions different from, or not included in, a client account. Additionally, Mehnert Capital Management and its principal may take a position that is opposite those taken for clients. Such proprietary trading may differ materially from trading decisions made by Mehnert Capital Management and its principal on behalf of its clients. Mehnert Capital Management and its principal generally follow the same basic trading methods and strategies developed, modified and refined as described above.

 

In trading for proprietary accounts and in contrast to trading for customers, Mehnert Capital Management and its principal may trade a larger number of commodity interests, utilize a higher degree of leverage, pay lower commission rates and test new markets. In addition, Mehnert Capital Management and its principal conduct experimental trading in proprietary accounts to test new systems or variations of their basic trading methods and strategies. Mehnert Capital Management and its principal also may trade contracts for proprietary account(s), but not for customer accounts of the Advisor, or may trade contracts for customer accounts of Mehnert Capital Management and not proprietary accounts of Mehnert Capital Management and its principal. Accordingly, Mehnert Capital Management and its principal at times may take positions in their proprietary account(s) that are different to those taken by Mehnert Capital Management on behalf of customer accounts and Mehnert Capital Management’s and its principal’s proprietary account(s) may produce trading results that are different from those experienced by Mehnert Capital Management’s clients.


To reduce certain potential abuse, Mehnert Capital Management and its Principal will either enter orders for its proprietary account(s): (1) after all orders for client accounts have been placed or (2) as part of a basket order that includes client orders. Where permitted, average pricing (commonly known as Average Pricing System (APS) – see page twenty-nine for full description of APS) will be used across the accounts and every account should receive equal fill prices. In those instances where APS is not available, Mehnert Capital Management will use the Rotation of Accounts method.


This method rotates the most favorable fills to accounts on a rotation basis. In addition, any such proprietary trading will not knowingly be made so as to benefit from contemplated purchase or sales by customer accounts—i.e., engaging in so-called “front running.” The intent of such policies is to ensure that all client orders have the opportunity to be filled at the best possible price (although the prices at which individual client orders are filled will vary depending upon changing market conditions and the quality of the carrying brokerage firm’s execution services.)
 

Mehnert Capital Management uses Average Price allocation when available and Rotation of Accounts only when Average Price is not available.
 

Mehnert Capital Management also reserves the right to trade all orders through one Futures Commission Merchant (FCM) and/or Introducing Broker (IB) if Mehnert Capital Management believes that the use of a “give-up” trade will result in better execution of the client’s order. This may result in a client’s account being charged a “give-up” fee if the trade is executed through an Futures Commission Merchant other than that at which the client’s account is maintained. Give-up fees should not be more than $7 per round turn, but may be more or less than this for individual accounts. Mehnert Capital Management will employ an objective price allocation system, which is intended to promote fairness among all client accounts. Since this policy is only a reservation of authority and no particular situation or Futures Commission Merchant and/or introducing broker is envisioned, any instance of its use would be invoked only after appropriate notice is given to the client.

 

With regard to the timing and manner of execution of trades, Mehnert Capital Management may rely to some extent on the judgment of others, including floor brokers. For example, a floor broker may advise that, in an effort to obtain the best price, an order to buy or sell 60 contracts of a particular commodity future be executed 20 or 30 contracts at a time. Mehnert Capital Management may or may not accept the advice given. No assurance is given that it will be possible to execute trades regularly at or near desired buy or sell points.


Clients may be permitted to inspect the results of Mehnert Capital Management and its principal’s proprietary trading, upon request. Mehnert Capital Management believes that significant changes in market character can and will occur. The systems employed and markets traded can change over time and the trading strategy seeks to account for this variability.

Management Information: Robert J. Mehnert, Jr.
Robert J. Mehnert, Jr. formed Mehnert Capital Management, LLC on December 6, 2011. Since forming Mehnert Capital Management, Robert Mehnert has been working diligently on establishing Mehnert Capital Management.

 

Robert J. Mehnert, Jr. was listed with the Commodity Futures Trading Commission (CFTC) as Principal from December 19th, 2004 through February 22, 2012, and was an Associated Person from December 22nd, 2004 through February 22, 2012, of Becker Asset Management, LLC. Becker Asset Management, LLC was registered with the CFTC as a CTA. From November 10th, 2010 thru May 2nd, 2011 he was a Branch Manager of Becker Asset Management, LLC. He has been involved in trading and investments in various capacities for over the last 15 years. Prior to establishing Becker Asset Management, LLC in December 2004, Robert Mehnert was an investment professional and energy trader with a concentration in electricity and natural gas. From March 1994 August 1995, Robert Mehnert worked at AIM Capital Management, Inc. (a mutual fund company) as a client service manager. Between August 1995 and November 1996 attended graduate school in Lund, Sweden. Robert Mehnert later worked at Financial Federal Credit, Inc. (commercial lender) serving as credit manager from November 1996 - December 1998. From December 1998 to March 1999 focused on changing careers. From March 1999 – March 2001, he worked for Entergy Power Marketing Corporation (a merchant energy trading concern) and AXIA (a merchant energy trading concern) graduate rotational program. Some of the rotations included pricing & structures, project management, and physical power trading. In March 2001, Robert Mehnert left AXIA and joined CMS Marketing Service & Trade (a merchant energy trading concern) as an asset portfolio manager. He later moved into term trading focusing on trading electricity forwards, options, and spreads until May 2003. In May 2003, the Houston office of CMS Marketing Service and Trade closed its doors. From May 2003 until February 2004, Robert Mehnert focused on proprietary trading. From March 2004 - November 2006, Robert Mehnert worked at Utility Resource Solutions, LP (a competitive electricity provider) as an electricity & natural gas portfolio manager. From November 2006 – March 2010, Robert Mehnert worked at Florida Power &. Light (a merchant energy trading concern) as a proprietary trader. In March 2010, Robert Mehnert left to focus fulltime on the Advisor’s activities. Robert Mehnert holds a Bachelor’s degree in finance from The University of Houston and a Masters’ in European Affairs from Lund University, Sweden. Robert Mehnert is a system and discretionary trader.

 

The descriptions above are from the manager’s disclosure document.

 

THE RISK OF LOSS IN TRADING FUTURES, OPTIONS AND OFF-EXCHANGE FOREX CAN BE SUBSTANTIAL.  PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.  PLEASE READ THE CTA'S RISK DISCLOSURE DOCUMENT CAREFULLY BEFORE INVESTING MONEY. 

 

Disclosure Statement    Download Page Download PDF Version: Mehnert Capital Management     Print Page Printable Version: Mehnert 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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