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Program Details

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Hartswell Capital Management Inc 

MP - 1

Manager: Hartswell Capital Management

Address: No 35 New Road, Belize City, , Belize

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Overview

Program Type:Forex
Inception Date:Jan 1, 2014
AUM:$10,700
QEP:Yes
Incentive Fee:30%
Annual Mgt Fee:2%
Min Investment:$100,000
Disclosure Doc:View
Performance Program S&P 500
Total ROR:401.90%27.83%
Annual ROR:64.28%7.85%
YTD:5.20%5.53%
1 Year:17.05%14.71%
Alpha:4.03
Beta:0.62
Statistics Program S&P 500
Average Monthly Gain:6.27%2.55%
Average Monthly Loss:-2.59%-2.02%
Winning Months:3123
Losing Months:816
Current DD:0.000.04
Max DD:6.178.89
Sharpe Ratio (RF 1%):2.54
Annualized Std Dev:24.95

Methodology

Discretionary:5%
Systematic:95%

Strategy

StrategyMulti-Strategy
DirectionalLong / Short
Holding PeriodLong & Short Term
---------------------------
Counter Trend:10%
Fundamentals:10%
Mean Reversion:10%
Momentum:15%
Pattern Recognition:10%
Quantitative:10%
Technical Analysis:10%
Trend Following:10%
Volatility:15%

Monthly Returns as Percentage by Year

JanFebMarAprMayJunJul AugSepOctNovDecYTD
20170.120.784.265.20
2016-0.5713.9426.797.561.182.04-2.331.89-3.670.340.173.9959.83
20154.5014.8116.632.1621.163.814.70-1.880.145.002.9512.93125.80
2014-1.21-3.41-1.450.613.731.750.640.708.1612.2914.63-6.1732.20

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Program Info

NOTE: RETURNS POSTED ARE GROSS OF FEES, MGMT/PERF FEES NOT INCLUDED

Company Info

We deliver top performing currency and commodity strategies with client monies being held independently in client segregated trust accounts with well-known banks, entirely separate from the brokers' own money. No client funds are wired to or held by Hartswell Capital Management.

Manager Info

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