Our weekly newsletter is out, and it’s been a week since we released our semi-annual CTA rankings, which means it’s time for us to spotlight one of our top ranked managers. Since we already highlighted Newport Capital Management when they sat perched atop the rankings at the beginning of the year, we decided to put the focus on the #2 ranked Briarwood Capital Management.
They aren’t what you might expect out of a top-ranked CTA (and neither was Newport). Their program was not developed to rake in 30%+ returns on a monthly basis. They do not have a slew of computer programmers from MIT on their staff. They aren’t a Winton or a Transtrend in terms of AUM.
No, Briarwood does not fit the mold of a typical managed futures superstar, but that may be exactly why they’ve got our attention. From a refreshing perspective on program creation to a no frills approach to trading, Briarwood has their ducks in a row, and offers, in our opinion, a solid opportunity for those looking for a trend following addition to their portfolio. Check out our newsletter for all the details.
The performance data displayed herein is compiled from various sources, including BarclayHedge, RCM's own estimates of performance based on account managed by advisors on its books, and reports directly from the advisors. These performance figures should not be relied on independent of the individual advisor's disclosure document, which has important information regarding the method of calculation used, whether or not the performance includes proprietary results, and other important footnotes on the advisor's track record.
Benchmark index performance is for the constituents of that index only, and does not represent the entire universe of possible investments within that asset class. And further, that there can be limitations and biases to indices such as survivorship, self reporting, and instant history.
Managed futures accounts can subject to substantial charges for management and advisory fees. The numbers within this website include all such fees, but it may be necessary for those accounts that are subject to these charges to make substantial trading profits in the future to avoid depletion or exhaustion of their assets.
Investors interested in investing with a managed futures program (excepting those programs which are offered exclusively to qualified eligible persons as that term is defined by CFTC regulation 4.7) will be required to receive and sign off on a disclosure document in compliance with certain CFT rules The disclosure documents contains a complete description of the principal risk factors and each fee to be charged to your account by the CTA, as well as the composite performance of accounts under the CTA's management over at least the most recent five years. Investor interested in investing in any of the programs on this website are urged to carefully read these disclosure documents, including, but not limited to the performance information, before investing in any such programs.
Those investors who are qualified eligible persons as that term is defined by CFTC regulation 4.7 and interested in investing in a program exempt from having to provide a disclosure document and considered by the regulations to be sophisticated enough to understand the risks and be able to interpret the accuracy and completeness of any performance information on their own.
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