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Hyman Beck & Company 

Hyman Beck Global Portfolio

Manager: Alex and Carl Hyman and Beck

Address: 210 Park Avenue, Suite #120, Florham Park, NJ, 07932, U.S.A.

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Overview

Program Type:CTA
Inception Date:Apr 18, 1991
AUM:$175,378,838
QEP:Yes
Incentive Fee:20%
Annual Mgt Fee:2%
Min Investment:$1,000
Disclosure Doc:View
Performance Program S&P 500
Total ROR:926.40%529.69%
Annual ROR:9.46%7.41%
YTD:0.00%5.53%
1 Year:9.38%14.71%
Alpha:0.98
Beta:-0.13
Statistics Program S&P 500
Average Monthly Gain:4.58%3.10%
Average Monthly Loss:-3.44%-3.44%
Winning Months:167194
Losing Months:142115
Current DD:5.300.00
Max DD:32.8052.56
Sharpe Ratio (RF 1%):0.46
Annualized Std Dev:18.41

Methodology

Discretionary:10%
Systematic:90%

Strategy

StrategyMulti-Strategy
DirectionalLong / Short
Holding PeriodLong & Short Term
---------------------------
Trend Following:100%

Monthly Returns as Percentage by Year

JanFebMarAprMayJunJul AugSepOctNovDecYTD
20160.590.97-5.964.74-7.794.631.14-3.720.970.647.771.504.47
20155.301.635.15-6.73-0.40-1.924.30-3.130.37-3.816.66-3.383.07
2014-6.58-0.51-3.060.55-2.390.013.530.937.770.696.368.5215.74
20137.21-6.01-0.213.56-0.611.16-2.48-1.40-1.060.086.342.128.25
2012-4.511.98-3.84-1.841.16-8.693.67-5.28-4.88-2.240.033.67-19.60
2011-0.102.88-3.242.25-7.89-4.925.43-0.576.15-12.482.061.38-10.26
2010-2.31-2.98-0.99-1.710.011.44-8.853.557.115.89-4.5612.727.76
20090.15-0.66-3.46-1.986.80-3.294.471.441.69-1.912.47-0.994.28
200813.434.350.27-5.59-0.20-0.36-4.606.2311.5214.942.550.9149.78
20071.04-3.881.755.193.352.65-6.11-6.350.121.26-5.000.82-5.85
20064.46-1.5210.778.991.73-1.62-2.010.72-0.040.032.000.9226.27
2005-7.10-0.59-2.45-6.491.501.09-2.58-7.571.702.9610.171.25-9.09
2004-0.905.54-6.03-10.28-5.63-2.97-5.01-3.552.698.3012.823.25-4.17
20036.902.19-3.98-0.107.09-1.69-2.13-2.03-6.596.220.135.6010.98
2002-2.81-1.45-4.19-6.805.1113.187.691.234.48-3.17-0.889.1221.37
20013.574.2710.24-8.863.44-4.59-1.457.9013.376.93-11.44-1.4720.45
2000-1.75-8.39-5.071.65-4.68-5.27-2.021.67-4.500.883.7914.51-10.55
1999-3.481.67-1.003.83-3.633.41-0.141.222.14-6.910.483.850.81
1998-0.15-0.41-0.08-3.563.23-2.28-2.0113.707.19-2.94-5.6810.5616.84
19978.761.69-0.23-2.770.201.7910.78-2.782.13-1.061.652.7524.38
19963.97-8.23-1.212.39-3.201.381.80-1.154.3611.179.79-8.7110.83
1995-6.359.0218.716.226.34-1.12-1.68-1.80-2.16-1.081.270.8029.12
1994-0.45-7.4512.48-2.174.225.14-4.30-4.40-2.854.723.43-2.953.79
1993-3.978.652.105.654.55-4.955.000.51-0.80-0.63-2.781.3414.63
1992-7.45-3.443.15-3.382.5113.1018.276.40-6.683.39-0.37-1.8822.56
1991-0.291.801.29-0.861.526.32-1.956.0719.1336.31

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Program Info

The investment objective of the Global Portfolio is to generate significant asset appreciation within a robust risk management framework emphasizing preservation of capital. The investment philosophies found in the Global Portfolio are based upon proprietary quantitative and mathematical trading strategies which identify and exploit market opportunities. The composition of the portfolio is across the global macro sectors enabling the portfolio to achieve true diversification while maintaining meaningful exposure at the individual market level.

Company Info

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Manager Info

Alex Hyman, Co-Founder Prior to founding HB&Co., Mr. Hyman was the Associate Director Manager in the Managed Futures Department of Dean Witter. Mr. Hyman was also a founding Principal for Dean Witter Futures & Currency Management Inc., an asset management subsidiary of Dean Witter and a member of the Board of Directors of Demeter Management Inc. Mr. Hyman has been employed in the securities industry since 1983. Mr. Hyman holds a degree in Business and Economics from Hofstra University.
Carl Beck, Co-Founder Mr. Beck is directly responsible with Mr. Hyman for all trading and management decisions in the firm. Prior to founding HB&Co., Mr. Beck was a portfolio manager in the Managed Futures Department of Dean Witter. Mr. Beck was also a founding Principal for Dean Witter Futures & Currency Management Inc., an asset management subsidiary of Dean Witter. Mr. Beck has been employed in the securities industry since 1983. Mr. Beck holds a degree in Economics from Fordham University and an MBA Degree in Finance from the Stern School of Business of the New York University.