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| Manager Name |
Roe Capital Management |
| Program Name |
Jefferson Index / Monticello Spreads |
| Minimum Investment |
50,000 USD, 100,000 USD |
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| Strategy |
Multiple Systems |
| Markets |
Stock Indices |
| Restrictions |
None |
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Roe Capital Management
is not accepting new accounts
at this time. Please call
1-800-998-7870 (international
+1-561-829-8291) for additional
information or complete the
form below.
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Roe Capital Management
additional information request
includes free access to the alternative investment database
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Roe Capital Management Inc.
is an advisory firm that manages
commodity trading accounts for
qualified investors pursuant
to two trading programs: the
Monticello Equity Spreads Portfolio
and the Jefferson Index trading
program. These trading programs
consist of several trading systems
developed by the founder, John
L. Roe.
The trading programs of Roe
Capital Management were developed
and refined by Mr. Roe over
the past several years by researching
and predicting price movements
in a variety of asset classes,
primarily stock index futures.
Mr. Roe is now making these
trading programs directly available
to the public through Roe Capital
Management Inc., a Commodity
Trading Advisor (CTA).
The objective of Roe Capital
Management's trading programs
is to achieve capital appreciation
for its clients’ assets through
the speculative trading in commodity
interests. These programs have
the following features:
Commodity Interests Traded
The trading systems of the programs
trade in commodity interests
which include commodity futures
contracts, options thereon and
any other items which are presently,
or may hereafter become, the
subject of trading on exchanges
or in markets located in the
United States or abroad.
Markets Followed
The systems will trade in stock
index futures contracts.
Technical Trading
Roe Capital Management’s systems
will use "technical" analysis
based on the theory that a study
of the markets themselves provides
a means of anticipating price
movements. Specifically,
its systems focus on the price
by time interaction, and the
velocity and acceleration of
price changes at a specific
time.
Fundamental Trading
This system evaluates various
qualitative and quantitative
factors inherent in the market
in order to determine market
direction. All of the systems
may take into account various
fundamental factors, such as
a decision to stop trading around
publication of economic data
or due to holiday market conditions.
Robust
These systems have been developed
to be robust, i.e., to be effective
in a variety of markets and
market conditions. Roe Capital
Management believes that each
system has the potential to
be profitable in bull and bear
markets and inflationary and
deflationary conditions.
Risk Management
Effective risk management is
a crucial aspect of each trading
system in these programs. Account
size, reward-to risk expectation,
volatility of market traded
and the nature of other positions
taken are all factors in deciding
whether to take a position and
in determining the amount of
equity committed to that position.
Commodity trading involves substantial
risks due in part to the highly
speculative nature of such trading.
As a result, an investment in
a commodity trading account
is only suitable for you if
you have adequate means to provide
for your current needs and personal
contingencies and you can bear
the economic risk of losing
your entire investment. You
must also possess an appropriate
level of financial sophistication
and experience.
Trading Programs
.:
The Monticello Equity Spreads
Portfolio
This program generally requires
$100,000 to trade and trades
E-mini S&P 500 and E-mini NASDAQ
futures contracts.
.:
The Jefferson Index Program
This program generally requires
$50,000 to trade and trades
the E-mini S&P 500.
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Management Information:
John L. Roe |
Roe Capital Management's principal,
John L. Roe, is solely responsible
for managing the day to day
operations of the company, as
well as its trading strategy
and trade execution. Mr. Roe
is currently registered as an
Associated Person of MF Global
Inc, a commodity brokerage firm.
Mr. Roe began his career in
the financial industry in April
of 2004 working as a Globex
clerk on the floor of the Chicago
Mercantile Exchange’s Eurodollar
Pit for DIO Brothers Brokerage,
the largest institutional spread
brokerage group on the Eurodollar
floor. Mr. Roe created markets
for complicated “back” month
Eurodollar spread positions
via electronic/pit arbitrage
for institutional clients and
local pit traders alike. His
computer expertise was instrumental
in expanding the group’s operations
with a larger electronic footprint.
As institutions began vertically
integrating their trading operations
to take advantage of the cost
effectiveness electronic trading,
the group’s floor brokerage
operations began to suffer and
Mr. Roe sought new opportunities
in electronic trading and brokerage.
In August of 2005, Mr. Roe left
the floor and became a trade
desk manager with Refco, Inc.,
a commodity brokerage firm.
Mr. Roe became an Associated
Person of Refco, Inc. in October
of 2005. With Refco, Mr. operated
a trade desk which specialized
in private client and institutional
brokerage of futures. Refco
was purchased that year by Man
Financial, Inc., at which point
Mr. Roe became an Associated
Person of Man Financial Inc.
(on November 28, 2005), though
his professional duties did
not change. In July 2007, Man
Financial was spun off by its
parent company Man Group, Inc
(a UK based hedge fund) and
made an initial public offering
on the New York Stock Exchange
as MF Global (NYSE Listed MF).
Mr. Roe is an Associated Person
of MF Global, Inc. (effective
January 1, 2008) and specializes
in institutional execution and
private client brokerage of
automated electronic trading
systems. Mr. Roe became the
principal of the Advisor on
December 20, 2007 and was registered
as an Associated Person of the
Advisor on December 24, 2007.
Working for a division of MF
Global, Mr. Roe collaborates
with trading system developers
all over the world in order
to facilitate execution of their
trading systems for private
and institutional clients. This
experience exposed Mr. Roe to
the world of algorithmic trading
and led him to experiment with
various computer programming
languages in automating systematic
trading programs for futures
markets. Over the course of
the past several years, he has
gained a wealth of knowledge
in the development and execution
of trading models using a variety
of asset classes. He began researching
and developing his own proprietary
trading models on futures markets
with the goal of producing risk
adjusted returns with contained
draw downs for managed futures
accounts. The trading models
of Roe Capital Management are
the product of his research.
Mr. Roe is active in philanthropy
and politics as well. Since
2004 he has served on the board
of directors of the Awassa Children’s
Project, a Chicago based non-profit
group which operates two non-governmental
organizations for children orphaned
by AIDS in Awassa, Ethiopia.
He also founded PayBAK.org in
2009, an Illinois political
action committee advocating
public pension and ethics reform.
Mr. Roe has also served as a
strategic adviser for two US
Congressional campaigns. Prior
to working in the futures industry,
Mr. Roe served as Director of
Operations for Village Entertainment,
a Midwestern chain of movie
theaters, from March of 2001
to April of 2004. He was in
charge of the day to day operations
of more than 20 movie theatre
locations, operating 100 screens
in the Midwest and Southeast.
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.
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didn't find what
you were looking
for?
.
CHECK THE MANAGED
FUTURES CTA DATABASE
performance information
on approximately
100+ managed accounts
setup
a free access key
at
ALTAVRA.com
or call 1-800-998-7870
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