Overview
Becker Asset Management, LLC employs a trading strategy which offers a unique combination of short term counter trend trading with that of longer term trend following. Each system used is profitable if run in isolation, but the combination of different models and strategies produces superior returns than any of the trading models alone. The use of multiple systems also decreases the reliance on any one market or trading strategy to produce consistent trading profits. The consistency of returns generated by the advisor has been achieved by the use of uncorrelated models run over the same markets. The unique nature of the strategy employed by the advisor has produced consistent trading returns for clients that exhibit an insignificant correlation to that of other CTAs and other asset classes. As such, an investment with the advisor may not only provide a unique investment opportunity when added to a traditional portfolio, but also provide diversification to a portfolio of existing CTAs.
Net of Fees Performance
|
% Change |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
YTD |
|
2004 |
|
1.18 |
-22.65 |
12.83 |
-4.83 |
15.03 |
-14.10 |
-28.20 |
46.12 |
30.62 |
40.10 |
6.90 |
70.43 |
|
2005 |
1.14 |
6.81 |
6.28 |
3.57 |
-6.10 |
-3.91 |
3.74 |
-2.17 |
-12.24 |
-8.47 |
23.16 |
8.42 |
16.79 |
|
2006 |
-7.75 |
-8.14 |
1.86 |
-7.23 |
3.25 |
-3.74 |
-4.76 |
-3.00 |
-0.09 |
-4.82 |
5.47 |
-3.65 |
-28.96 |
|
2007 |
9.54 |
6.96 |
8.08 |
6.50 |
0.30 |
0.77 |
18.97 |
-1.91 |
-5.77 |
6.74 |
4.03 |
-2.58 |
62.15 |
|
2008 |
-8.16 |
4.58 |
-1.57 |
-7.30 |
-0.03 |
-0.30 |
2.92 |
5.33 |
-1.42 |
6.94 |
-2.29 |
4.79 |
2.21 |
|
2009 |
1.19 |
0.16 |
8.62 |
4.24 |
20.33 |
-8.09 |
|
|
|
|
|
|
26.91 |
Background of the Principals of BAM.
The partners of BAM have been employed in the wholesale energy trading marketplace in natural gas and electricity trading roles. In addition, they have worked in analytical roles prior to trading and have a history trading a variety of financial market instruments for major financial institutions, energy firms, insurance companies and investment managers. They hold both bachelors and masters degrees.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION TO INVEST.