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Walsh Asset Management’s (WAM) main focus is to assist individuals, wealth managers, family offices, and institutions with manager selection, and the integration of managed futures programs to enhance diversification and increase the optimization of portfolios. We strive to provide unparalleled products and services customized to the individual needs of our clients. The following chart represents an equally weighted Value Added Month Index (VAMI) for those CTAs in our Walsh Investment Suite.
(Equally weighted composite rate of return table (net of all fees and commissions))
Returns of the Walsh Investment Suite are hypothetical in that the components were not traded in the same portfolio. Please see the full hypothetical disclaimer at the bottom.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS
Rather than spending our time on creating and maintaining a large CTA database, we spend our time presenting only those managers that have passed our rigorous vetting process. While all the investments in our suite can be a wonderful standalone investment since they have a low correlation to each other when traded together they make a wonderful diversified portfolio option.
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