INVESTMENT METHODOLOGY


Managed Futures Fund


Meyer Capital Management, Inc. is an alternative investment firm specializing in the area of managed futures. Utilizing global markets in foreign exchange, financial futures and commodities, MCM historically has generated returns non-correlated to those of equity and fixed income investments. A volatile economic environment, which can cause stress to a typical stock and bond portfolio, is often the optimal setting for our investment program. This non-correlated behavior suggests that a percentage of assets committed to MCM can often lead to a smoother return stream for the investor's overall portfolio. Despite the historical performance and related data, please be aware that there is no guarantee that MCM’s composite performance will appreciate during periods of declining stock or bond markets.

Through the use of quantitative analysis, our well-researched investment process uses a consistent approach whose fundamental goal is to find market tendencies that do not change over time. Our computer systems examine market data for relationships among movements in prices, detecting frequencies or repetitive behavior hidden within thousands of pieces of raw price data. The models are skilled at locating trading opportunities that have favorable reward to risk characteristics. In practice, this systematic process dictates that we close many positions with a small loss in order to provide downside protection, but it also ensures the discipline to stay in profitable positions in order to achieve possible long-term gain for our investors. In either case, our investments reflect our trading models' assessment of the market itself, not a trader's emotional response. We invite you to explore the added dimension that MCM can bring to your long term investment goals. Please be aware that a managed futures investment is not suitable for everyone. There are significant risks inherent in a managed futures investment including the market risks of futures, conflicts of interest, tax consequences, and fees charged. Please read MCM’s disclosure document for a more detailed description of risks.

We believe that an investment strategy can only be as successful as the discipline of the manager to adhere to its requirements in the face of market adversity. Unlike discretionary traders, whose decisions may be subject to behavioral biases, Meyer Capital Management, Inc. follows a disciplined investment process that through rigorous research has shown to have a positive expectation. By quantifying the circumstances under which key investment decisions are made, our methodology offers investors a rational approach to markets, uneffected by judgmental bias.