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Program Details

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GrowthPoint Investments 

GEMS Growth

Manager: Craig Culpepper

Address: 5805 State Bridge Rd, Suite G309, Duluth, GA, 30097, U.S.A.

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Overview

Program Type:CTA
Inception Date:Jan 1, 2012
AUM:N/A
QEP:No
Incentive Fee:20%
Annual Mgt Fee:2%
Min Investment:$25,000
Disclosure Doc:View
Performance Program S&P 500
Total ROR:-1.09%87.88%
Annual ROR:-1.86%194.78%
YTD:0.00%5.53%
1 Year:0.00%14.71%
Alpha:-2.23
Beta:1.68
Statistics Program S&P 500
Average Monthly Gain:3.43%3.35%
Average Monthly Loss:-8.21%-3.51%
Winning Months:55
Losing Months:22
Current DD:11.802.07
Max DD:15.336.97
Sharpe Ratio (RF 1%):-0.11
Annualized Std Dev:26.28

Methodology

Discretionary:100%
Systematic:0%

Strategy

StrategySingle Strategy
DirectionalLong / Short
Holding PeriodShort Term
---------------------------
Option Spreads:100%

Monthly Returns as Percentage by Year

JanFebMarAprMayJunJul AugSepOctNovDecYTD
2012-1.089.201.941.84-15.334.170.00-1.09

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Program Info

The GEMS program is designed to diversify
customers away from exposure to the financial
markets. GEMS sells premium in Grains, Energy,
Metals and Softs. The program is diversified in
complex as well as time (expiration date) with a
tightly controlled risk management strategy.
Premium is sold 90 to 180-days until expiration in
either calls or puts depending on fundamental and
technical analysis. In a well-defined up-trend with
supporting fundamentals, puts are sold.
Conversely, in a down-trend with supporting
fundamentals, calls are sold. Each month, the
program typically collects a net of approximately
$500 (2%) in premium in each of two or three
complexes per $12.5K invested.

The premium from these trades is earned over the
duration until expiration with the majority of
premium usually earned before the last 30-days.
As a result, the true potential of monthly earnings
may not be realized for 2-3 months. A trade is
exited when the premium received in that trade
doubles. This results in a 1:1 Risk-Reward ratio.
For each complex, each month, the program
typically risks $500 (2%) to earn $500 for a total of
6% each month.

Each month the program risks 2% in two to
three complexes starting at 90 to 180-days
until expiration. Should the premium double,
it is bought back at a loss. In some cases, the
market fundamentals may shift between
expiration months. Therefore, it is possible to
have both call and put on in the same complex
with different expiration dates.
Both fundamental analysis, including seasonal
trends and supply and demand are used with
technical indicators in an attempt to predict
market direction.

Company Info

We have the tools and experience to take a portion of your portfolio and achieve steady growth to increase your overall portfolio performance. Our focus is entirely on the futures market. We trade options on futures - primarily S&P 500 and Dow. Our techniques are standard textbook, not exotic and are intended to produce steady predictable returns. Our trading technique is oriented to grow your account when the markets are going up, when they are going down and when they are going sideways!

Manager Info

Craig Culpepper began his career in the commodity industry in May of 2004 when he went to work
as an Associated Person for Leadership Financial Corp., an introducing broker in Atlanta, GA. It was
there that he became a registered commodity broker and learned the basic functions of the
commodity and futures markets and their advantage to individual investment portfolios. In August
2004, he was employed as an Associated Person with American Derivatives, an introducing broker
in Atlanta, GA. From September 2004 until December 2006, Mr. Culpepper worked for Shellady
Commodities, LLC, a registered floor broker and an affiliate of R.J. O'Brien, one of the world's
largest non-bank futures commission merchants, on the grain trading floor of the Chicago Board of
Trade. During his time on the trading floor, Mr. Culpepper gained extensive experience in individual
and institutional account servicing, market analysis with emphasis on the grain sector, arbitrage
trading, and commodity option trading.
In January 2007, Mr. Culpepper formed the Culpepper Investment Group, LLC, specializing in the
trading of his proprietary accounts and the development of new trading strategies. On November
18th, 2009, CIG became a member of the National Futures Association and registered as a
Commodity Trading Advisor. Mr. Culpepper was approved as a Principal and an Associated Person
of CIG on November 18th, 2009 as well. Mr. Culpepper holds a degree in Banking and Finance from
the University of Mississippi. Mr. Culpepper became an associated person and principal of the
Advisor in April, 2010.