SELECTED MANAGER LIST
We believe that the real value of managed futures is as a component of a portfolio. Therefore, we do not offer a large list of selected CTAs for self-service purposes. Instead, we offer a limited list of CTAs and programs as stand-alone investments.
Buckingham Global Advisors, LLC is a Commodity Trading Advisor, currently registered with CFTC and a member of National Futures Association.
Buckingham Global Advisors, LLC (“Buckingham”) is a research-driven wealth management advisor. Buckingham’s team has years of experience in trading, investment research, strategy design, risk management, and opportunity identification.
Buckingham applies macro and micro economic analyses, combines fundamental and quantitative research to improve investment returns and control risks. Buckingham focuses on liquid instruments. Currently we run only one CTA program – Weekly Emini Program. The program trades Emini S&P 500 futures options exclusively.
Our investment philosophy is simple but powerful. In principle, we adhere to Chicago school’s Market Efficiency Hypothesis indicating that active fund management is no better off than passive indexing. Thus, we do not usually predict what market would go, instead we mainly manage the risks associated to our positions. In any given time, market can go up or down each with around 50% probability, this simple statistics is our building block to craft our trading plans in order to capture the excessive return.
We believe that broad market is close to 90% efficient. We are taking advantages of those 10% of market dislocation opportunities happening in the derivative market.
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NickJen has created a prodigious network of deep commercial relationships with market participants that is continually growing.
Our Commodity only program is called the NRD-1. Since developing the NRD-1 program in 2008 we have implemented minor improvements, enabling us to become a premier program within the managed futures space.
NickJen uses a discretionary, fundamental based approach to trading. 70% of the portfolio strategy focuses on the Agricultural and Soft markets. The remaining balance is composed of the Energy, Meat and Metal sectors.
Trading decisions are developed through highly extensive, statistically based analysis, review of supply and demand conditions, inventory levels weather developments and forecasts and economic trends and reports. NickJen looks to capitalize on market irregularities by adapting to changing market conditions. We continue to evolve our research to identify new sources of returns to improve how to procure them. NickJen’s goal is to prioritize capital through low M/E seeking returns at a relatively low level of volatility.
In 2017, Michael Zobel developed a set of specific trading rules and conditions for a new venture called Okulus Capital LLC. He contracted a programmer to write these methods into an automated trading system. The system is able to be back tested and optimized. More systems and futures contracts will be developed and optimized in the near future.
Michael began his futures career in 1985 working as a summer intern for General Mills at the Chicago Board of Trade. In 1987, Michael worked as a floor clerk for Hennessey & Associates at the Chicago Mercantile Exchange. Later that year Barnes & Company purchased Hennessey and after the floor closed Michael took over updating the owner’s personal proprietary trading charts. Michael was given responsibility to manage a proprietary account using a specific set of rules. The portfolio included all U.S. Futures markets; Short Sterling; Long Gilts; FTSE and Hang Seng Indexes.
In 1989 Michael was offered the opportunity to assist Richard Barnes. Mr. Barnes was the owner of Barnes & Company located in the Chicago Board of Trade. They sat side by side during trading hours where Michael placed orders and received fills from the trading floors, kept count of the contracts traded and averaged the prices. He still maintained Mr. Barnes personal charts.
In 1989, Michael became a proprietary trader for Argus/Linnco/LFG. He was held accountable for an initial investment of a $50,000 account and traded the vast majority of the US. Futures and Commodity markets. The account closed in 1999 and the customer since inception total was $1.8 million.
Michael became a Commodity Trading Advisor in 1992 under the name Leboz Trading Company. Assets under management averaged $3 million with a maximum of $8.5 million. During this time he actively traded 25 various financial and commodities markets. Michael effectively conducted market risk and money management via in-house Excel spreadsheets and consistently maintained a custom monthly customer correspondence and a marketing database. During this time, he complied with NFA and CFTC regulations and all routine audits were within NFA guidelines. Michael attended National Futures Association and Managed Futures Association futures conventions from 1992-1996.
*Note: Internationally recognized Barclay’s CTA Index listed Leboz Trading Company as the #1 ROR Trader managing less than $10m for the five-year period of 1989-1994.
In 2004, Michael traded the cash and futures U.S. Ten-Year Treasury Notes at Rosenthal Collins Group. Strategies included seeking inefficiencies in the yield curve using spreadsheets and exaggeration in prices due to market news and momentum then capitalizing on these situations.
From 2006-2010, Michael managed one offshore and two wealthy private individual accounts under the name Sable Investments.
PROFESSIONAL ACCOMPLISHMENTS
- For the 5 year period, 10/1/89 through 9/30/94, ranked #1 for CTAs with less than $10 million under management.
- For the period 10/1/90 to 9/30/94, ranked #22 by Barclay’s for the Top 30 CTAs ranked by Percentage of Profitable 12-Month Periods, #23 out of the Top 30 CTAs ranked by Barclay Ratio, #20 out of the Top 30 CTAs Ranked by Sterling Ratio, #10 out of the Top 30 CTAs ranked by Percentage of Quarters in the Top Quartile and #12 out of High Volatility Traders with a Monthly STD more than 8.31%.
- For the 3 year period 1/92 – 12/94, ranked #6 on the CTA Consistency Index (CCI) out of CTAs with less than $10 million under management.
- For the 3 year period 1/92 – 12/94, ranked #12 on the CTA Consistency Index (CCI) out of the Top 20 CTAs who trade a financial portfolio.
- For the 3 year period, 4/1/92 through 3/31/95, ranked #17 out of the 20 top CTA performers.
- For the period 10/1/92 through 9/30/93 ranked #5 by Compound Annual Return out of the Top 30 CTAs with less than $10 million under management.
- For the first 3 months of 1993, ranked #18 out of the 20 top CTA performers.
- For the 18 month period 7/93 – 12/94, ranked #14 on the CTA Consistency Index (CCI) out of the 20 top CTA performers with less than $10 million under management.
- For the period 12 month period 7/1/93 through 6/30/94 ranked #21 by Compound Annual Return out of the Top 30 CTAs with less than $10 million under management.
- September 1993, ranked #5 for CTAs with less than $10 million under management.
- For the 18 month period 10/93 – 3/95, ranked #19 on the CTA Consistency Index (CCI) out of the 20 top CTA performers with less than $10 million under management.
- For the 3 year period, 4/1/94 through 3/31/94, ranked #3 out of the 20 top CTA performers.
- May 1994, ranked #6 for CTAs with less than $10 million under management.
- For the year 1999, ranked #8 for CTAs with less than $10 million under management.