Investment Strategies & Performance

Kingsview Management

About the Program

Kingsview's retail Trading Program follows a two-part strategy. First, the Manager creates option spreads by simultaneously purchasing and selling put and call options with differing strike prices and expiration dates. Using primarily S&P 500 futures contracts, the Program's assets strive to profit from price differences between the long and short options due to the volatility inherent in the market, the spread between the market and option strike prices, and, most importantly, the decrease in the time to expiration of the options.

Second, the Manager purchases out-of-the money puts with differing strike prices to hedge the downside risk associated with extreme downward events in the market and significant increases in volatility, and to take advantage of time premium decay rate differences. Kingsview deems the sale of naked or un-covered options on the S&P 500 outside acceptable risk levels and therefore does not engage in the practice. At all times, the Program's assets will be long a greater number of puts than it is short. Assets reported are strategy assets.

About the Manager

Kingsview Management is a Commodity Trading Advisor, registered with the Commodities and Futures Trading Commission and a member of the National Futures Association. They specialize in managed futures products for an exclusive, high-net worth clientele, offering investment services for retail, institutional and private investors. They believe that their emphasis on client service and their team's experience and success in the financial markets set them apart from the myriad of other investment advisors available. Kingsview Management is focused on the needs of individual clients, and they strive to help them achieve their investment goals.

Performance

Month 2008 2009
January   -1.84%
February    5.37%
March    0.46%
April    7.49%
May    7.30%
June    9.60%
July    
August    
September    
October  0.04%  
November -1.10%  
December  8.64%  
Annual Compound Return  7.49% 31.35% 

Correlation of Returns

S&P 500 0.48
Barclays Bond Index 0.01
MSCI EAFE 0.56
Sharpe Ratio (Rf=2.0%)  
  0.86

 

 

 

 

 

 

Program Information

Mgmt. Fee 2%
Perf. Fee 25%
FCM Vision
Acct. Min $25,000
Max. Draw: (1.84%)
Jan-09 to Jan-09

 

 

 

 

 

 

 

Contact info@wizardsfxfunds.com for more information

 
 
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