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Greenwave Capital Management

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Investment Strategy

 

Greenwave employs a discretionary global macro approach with an emphasis on G20 currencies. GCM incorporates a two step investment process. We begin with top down, macroeconomic analysis to determine the fundamental themes in which to engage. The goal is to identify the dominant drivers in the current market environment with a focus on central bank activity, political trends and geopolitical events. From this, GCM develops fundamental themes typically looking six to twelve months forward. In the second step, we employ a multi-layered quantitative process to identify the optimal timing and trade location at which to deploy risk in these themes. While themes are typically six to twelve months in duration, GCM will tactically trade around these core exposures. In addition, we will take shorter term tactical trades based purely on technical analysis when the opportunity presents itself.

Risk Management

Risk is measured by risk-to-stop. Location of stops are based on our proprietary measure of market volatility. The goal is to place the stop at a point that will not be elected by random noise. The greater the distance from trade initiation to stop level, the smaller the position size. Portfolio risk is measured through total risk-to-stop, which assumes no correlation benefits across positions.

 
Management Information: Jamie Charles - CIO, Principal

Jamie Charles is the Chief Investment Officer of Greenwave Capital Management. He is responsible for research, trading, and portfolio management. Formerly, Mr. Charles managed assets for and was employed at Denali Asset Management in Chicago and St. Croix, USVI from 1998 through December 2006. Mr. Charles was a senior portfolio manager for Denali’s Global Macro Hedge Fund. Prior to joining Denali, Mr. Charles spent 16 years as a market maker and prop trader for various banks including Bank of America, First Interstate, Citibank, First Chicago, Credit Suisse, First Boston, and ABN AMRO residing at different times in New York, Frankfurt and Chicago. Mr. Charles graduated with honors in Economics in 1981 from Lafayette College.

 

Management Information: Raj Idnani – CFO, Principal

Raj Idnani is a principal of Greenwave Capital Management and has been a listed Principal of Greenwave Capital Management since March 2009, and has been registered as an Associated Person of Greenwave Capital Management since December 2010. Raj Idnani is also the Managing Principal of Blueprint Capital Management LLC, a family office specializing in alternative investments. Prior to joining the family office in 1999, he was employed with the Option Operations group at Bear Stearns Securities, Inc. Raj Idnani received his BA from the Olin School of Business at Washington University in St. Louis in 1998, and his MBA from the University of Chicago Graduate School of Business in 2006.

 

Management Information: John Apperson - COO

John Apperson has 25 years of market experience. He joined Greenwave after spending 15 years as a portfolio manager at Fund of Funds, Centennial Partners (now Meritage Capital) and Bolton Investment Group. His strategy focus was global macro, managed futures and commodity hedge funds. Previously, Mr. Apperson was a macro trader at hedge funds Kingdon Capital, Two Rivers, and MLC International. He began his career in futures and FX sales at Refco, Inc. in NY and London. Mr. Apperson holds a Series 3 and 34, is a CAIA charter holder, and is a graduate.

 

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

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)

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