Our weekly newsletter is out, and if you follow our newsletter and blog regularly, you know we tend to speak with one voice on a variety of subjects related to managed futures and portfolio construction, but to be fair, it’s never just one person behind the curtain. Our materials are a team effort, with a dozen different hands touching a piece before it heads out the door and to your inbox. And these pieces rarely get put together without some level of debate occurring on different portions. Everyone comes at the subjects from a unique perspective with diverse opinions and input, which is the way we like it. After all, if steel sharpens steel…

But the process behind the construction of our research – how sausage gets made, if you will – belies the portfolio construction process as a whole, and the unique approach taken with each individual investor. As we’ve said before and we’ll say again, if you can afford a managed account investment tailored to your investment goals, risk tolerance and available risk capital, your experience in the managed futures space is going to be a more efficient and satisfying one, in our opinion. When we speak with investors, you’re not hearing a pitch script or the “deal of the day”; our recommendations will change based on the person with whom we’re speaking.

So this week, we’re doing something a little bit different. Instead of resolving differences of opinion into a singular perspective, we’re highlighting those differences, and giving you a glimpse into a few of the minds working on client portfolios on a daily basis. This space, at its best, isn’t about the one-size-fits-all investment; it’s about the investment that fits YOU best, and we wanted to show off some of the custom designs that our portfolio tailors are working on these days. Read on to see what we mean.