For many years, investors have maintained a rather simplistic, almost dogmatic, approach to investing. This strategy entailed purchasing an asset that you believed would head higher- and holding it until it became profitable. Generally speaking, this approach was most applied to the equities markets and was further reinforced by Wall Street. If an investment would go against you, your broker might advise you to “cost average” your investment. If you wanted to “take your profits” or “cut your losses” they might quickly remind you that “market-timing” has historically underperformed a typical buy and hold strategy.
Author Archives: Balarie Capital Management
Emerging CTAs and Managed Futures Trends
May 7, 2009 – 11:46 am
ADM Investor Services, Inc. (“ADMIS”) and Balarie Capital Management (“BCM”) are pleased to provide you with the first quarter 2009 edition of the Managed Futures Quarterly (“MFQ”). The MFQ highlights the world of managed futures each quarter. From pertinent commentary to performance updates to interviews with a managers and industry experts.
This edition focuses on risk [...]
Managed Futures Newsletter
March 18, 2009 – 7:44 am
Last quarter, Balarie Capital Management and ADM Investor Serviced published the inaugural Managed Futures Quarterly newsletter. We are getting reading to publish this quarter’s edition and will most likely have it out by the first week of April. If you would like to receive a free copy of last quarter’s edition or be added to [...]
Managed Futures Outflow
March 9, 2009 – 7:41 am
According to a Lipper Tass report, hedge fund outflows were at its largest level ($158.9 Billion) ever. This statistic is not surprising since most hedge funds were not immune from the market movements in the 4th quarter of 2008.
AIMA’s Road Map To Hedge Funds
November 7, 2008 – 10:28 am
Some of you might be interested in a recently published report by the Alternative Investment Manager Association(AIMA). The report is described as, ” the world’s first collaborative educational guide for institutional hedge fund investors.”
You can download the report for free here: http://www.aima.org/en/knowledge_centre/education/aimas-roadmap-to-hedge-funds.cfm
Balarie Capital Management works with Pensions, Endowments, and Insitiutional Investors regarding their commodities and managed [...]
Rydex Managed Futures Fund
October 28, 2008 – 7:17 am
A recent article on the Street.com discussed the absolute return mutual funds that have been able to perform well in this market environment. The author, Roger Nusbaum, mentioned the Rydex Managed Futures Fund:
“The Rydex Managed Futures Fund is a rules-based product that goes long or short physical commodities such as energy (long or flat [...]