Trading commodity volatility is a unique topic all on its own, but add in hedge fund manager Kimberly Rios, and you’ve got what we calculated as a 1 in 10,000 manager; how’s that for unique? Kimberly heads up the Catalyst Hedged Futures Strategy Fund and trades in and out of different volatility regimes in the commodity markets “like a woman” – which we think is a big PLUS. And should anyone be surprised? A financial times article quotes that “hedge funds run by women have generated returns two times higher than their male counterparts.” Kimberly has paved her own way through the male-dominated asset management world and has a track record to prove it.
In this episode we talk with Kimberly Rios, portfolio manager of the Catalyst Hedged Commodity Strategy Fund about: the CFHIX mutual fund, meeting Muhammad Ali, where commodity option liquidity is, OJ and Nicole Simpson, why buy and hold commodity investing sucks, being a woman in the male dominated asset management world, missing senior prom, seasonality in Corn futures, why female hedge fund managers outperform males, working the Sydney Olympics, and navigating high and low volatility periods with vol as an asset class.
Catalyst Funds is a fund management firm who take the stance that the market did not need another traditional family of mutual funds – so their aim is to offer unique investment products to meet the needs of discerning financial advisors and their clients. The Catalyst Hedged Commodity Strategy Fund seeks to provide positive returns in most market conditions with low correlation to the global equity and commodity markets by investing in dynamic option strategies using physical commodity futures contracts on Crude Oil, Gold, and Corn. Trades focus on volatility, seasonality, technical analysis and price; rather than attempting to forecast where the markets will be in the future.
The performance data displayed herein is compiled from various sources, including BarclayHedge, 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.
RCM receives a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. The listed manager may also pay RCM a portion of the fees they receive from accounts introduced to them by RCM.