Blue Creek Global Opportunistic Program
Executive Summary
The Blue Creek Capital Management Global Opportunistic Program uses a top-down method, beginning with a fundamental approach, digesting quantitative data, and rounding out with technical analysis. Asset classes traded include all major futures and commodity markets and are not limited to stock index futures, fixed income futures, energy, metals, and agriculture. Blue Creek reserves the right to trade in alternative markets at the discretion of the Trading Principal.
The fundamental approach in the program is based on the Trading Principal's industry knowledge comprised of a strong understanding of macroeconomic themes and the impact of central bank policy on markets. He uses this knowledge to form an educated, fundamental opinion and anticipate an equal reaction across the program's asset classes.
Quantitative models are used to provide a framework for such decisions and the length of a potential trend. The Trading Principal's strong technical background reinforces the quantimental analysis, confirming an opportunity and providing precision for entry and exit points.
Blue Creek anchors the strategy with flexible position sizing, patiently accumulating and trading around a core position set. This allows for the intermediate to long-term fundamental principles to unfold and allow for the strategy to ride a market trend or turn.
The Global Opportunistic Program has a strong emphasis on futures and, at times, will implement outright long options for leverage and volatility. The program may skew cognizant option spread strategies to remove unwanted risk while allowing for asymmetrical returns. Trade structures are designed to limit risk and do not take outright short option positions in the market. While Blue Creek adheres to certain risk management techniques, there can be no guarantee that these techniques will be successful.
The Global Opportunistic trading program typically results in 20% of the total assets of the Clients' accounts being used to margin positions. However, these percentages may be substantially different at Blue Creek's discretion.
Returns from Jan through May 2022 are based on pro forma adjustments to a proprietary account to reflect fees. Client accounts are traded in like fashion.
Benchmarks: NilssonHedge CTA Index, Eurekahedge Hedge Fund Index
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Disclaimer Info
The performance data displayed herein is compiled from various sources, including BarclayHedge, and reports directly from the advisors. These performance figures should not be relied on independent of the individual advisor's disclosure document, which has important information regarding the method of calculation used, whether or not the performance includes proprietary results, and other important footnotes on the advisor's track record.
The programs listed here are a sub-set of the full list of programs able to be accessed by subscribing to the database and reflect programs we currently work with and/or are more familiar with.
Benchmark index performance is for the constituents of that index only, and does not represent the entire universe of possible investments within that asset class. And further, that there can be limitations and biases to indices such as survivorship, self reporting, and instant history. Individuals cannot invest in the index itself, and actual rates of return may be significantly different and more volatile than those of the index.
Managed futures accounts can subject to substantial charges for management and advisory fees. The numbers within this website include all such fees, but it may be necessary for those accounts that are subject to these charges to make substantial trading profits in the future to avoid depletion or exhaustion of their assets.
Investors interested in investing with a managed futures program (excepting those programs which are offered exclusively to qualified eligible persons as that term is defined by CFTC regulation 4.7) will be required to receive and sign off on a disclosure document in compliance with certain CFT rules The disclosure documents contains a complete description of the principal risk factors and each fee to be charged to your account by the CTA, as well as the composite performance of accounts under the CTA's management over at least the most recent five years. Investor interested in investing in any of the programs on this website are urged to carefully read these disclosure documents, including, but not limited to the performance information, before investing in any such programs.
Those investors who are qualified eligible persons as that term is defined by CFTC regulation 4.7 and interested in investing in a program exempt from having to provide a disclosure document and considered by the regulations to be sophisticated enough to understand the risks and be able to interpret the accuracy and completeness of any performance information on their own.
RCM may receive a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. The listed manager may also pay RCM a portion of the fees they receive from accounts introduced to them by RCM.
Limitations on RCM Quintile + Star Rankings
The Quintile Rankings and RCM Star Rankings shown here are provided for informational purposes only. RCM does not guarantee the accuracy, timeliness or completeness of this information. The ranking methodology is proprietary and the results have not been audited or verified by an independent third party. Some CTAs may employ trading programs or strategies that are riskier than others. CTAs may manage customer accounts differently than their model results shown or make different trades in actual customer accounts versus their own accounts. Different CTAs are subject to different market conditions and risks that can significantly impact actual results. RCM and its affiliates receive compensation from some of the rated CTAs. Investors should perform their own due diligence before investing with any CTA. This ranking information should not be the sole basis for any investment decision.
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