|
|
Twelve-Month Winners
These are the top advisors for the past 12 months, from Managed Account Research
Inc. The list is limited to advisors with at least 10 million under management.
They've been ranked by compounded annual return for the period June 2009 through
May 2010.
Two option selling programs from Financial Commodity Investments, managed by
Craig Kendall, were among the top ten-in second and sixth place. For Mr.
Kendall's commentary and information about the option selling and credit premium
strategies, see Practitioner View in this issue.
Some of these programs are only available to investors who meet the financial
requirements for Qualified Eligible Persons as describe in CFTC regulation 4.7.
|
Rank |
Investment |
12-Month Compounded
Return |
|
1 |
Ace Inv. Strategists
(SIP) |
48.45%
|
|
2 |
Financial Commodity Inv.
(Option Selling)
|
45.32% |
|
3 |
LJM Partners, Ltd.
(Option Writing) |
28.34% |
|
4 |
Emil van Essen
(Spread Trading-High
Min.) |
26.27% |
|
5 |
Liberty Funds Group
(Diversified Option) |
26.16% |
|
6 |
Financial Commodity Inv.
(Credit Premium) |
20.78% |
|
7 |
Global Ag LLC (Capsule
A) |
20.37% |
|
8 |
Valu-Trac Investment
Mgmt Ltd (VTS) |
19.87%
|
|
9 |
Newport Private Capital,
LLC
(Optimum Income Program) |
18.86%
|
|
10 |
HB Capital Mgmt.
(Multi-Strategy-Diversified) |
17.50% |
|