Managed Futures Database, Resource & Tools

Program Details

PDFPermalink

Kingsview 

Kingsview Short Term Opportunity Program - SISA

Manager: Phil Silverman

Address: 233 Broadway Suite 2705, New York, NY, 10279, U.S.A.

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Overview

Program Type:CTA
Inception Date:Sep 1, 2010
AUM:$321,076
QEP:No
Incentive Fee:25%
Annual Mgt Fee:0%
Min Investment:$10,000
Disclosure Doc:View
Performance Program S&P 500
Total ROR:-58.68%130.21%
Annual ROR:-46.41%80.14%
YTD:0.00%7.90%
1 Year:0.00%15.09%
Alpha:-5.91
Beta:0.90
Statistics Program S&P 500
Average Monthly Gain:5.30%4.81%
Average Monthly Loss:-10.02%-2.38%
Winning Months:69
Losing Months:118
Current DD:62.543.75
Max DD:62.5417.03
Sharpe Ratio (RF 1%):-1.46
Annualized Std Dev:32.57

Methodology

Discretionary:0%
Systematic:100%

Strategy

StrategySingle Strategy
DirectionalLong / Short
Holding PeriodIntraday
---------------------------
Volatility:100%

Monthly Returns as Percentage by Year

JanFebMarAprMayJunJul AugSepOctNovDecYTD
2012-10.66-10.66
20112.39-0.383.36-11.42-24.84-7.122.61-13.82-7.989.47-9.24-16.13-55.79
2010-6.249.06-2.444.894.64

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Program Info

Kingview Management's Short Term Opportunity Program (STO) is a systematic, black box trading program. The strategy attempts to capture the volatility in the S&P 500 futures market. The strategy was rst developed 25 years ago by Philip Schuck and Charles Lewis, but it has continued to evolve as they make adjustments to factor in current market conditions. The program focuses on statistically based quantitative analysis rather than a qualitative analysis.
Risk Management is the main priority of this system. Trades are placed on a daily basis and are never held overnight. Pre-dened loss limits are established prior to entering trades. Stop loss orders, which are intended to limit losses to certain amounts, may not be effective because market conditions may make it impossible to execute such orders.

Company Info

Kingsview Management is a Commodity Trading Advisor, registered with the Commodities and Futures Trading Commission and a member of the National Futures Association. We specialize in managed futures products for an exclusive, high-net worth clientele, offering investment services for retail, institutional and private investors. We believe that our emphasis on client service and our teams experience and success in the financial markets set us apart from the myriad of other investment advisors available. Kingsview Management is focused on the needs of our individual clients, and we strive to help them achieve their investment goals.

Manager Info

Philip Silverman. From 3/17/06 to the present, Mr. Silverman has been a principal of
Kingsview Capital LLC, a registered Commodity Pool Operator, and Kingsview Management
LLC. He was approved as an Associated Person of both Kingsview Capital LLC and Kingsview
Management LLC on 3/24/2006. Mr. Silverman has extensive experience trading the financial
markets and serves as Portfolio Manager of both Kingsview entities. Mr. Silverman was approved
as a principal on 3/10/2010 of Kingsview Trading Services ("KVTS"). Principal status was
withdrawn on 5/1/2010. KVTS was formed to register as an Introducing Broker and the
registration was withdrawn prior to its approval. The entity currently conducts no business. He
was an AP and Branch Manager of the New York office of Direct Futures, LLC, an Introducing
Broker, from 11/16/07 to 5/18/2010. Mr. Silverman became registered as an AP of Kingsview
Financial LLC, an introducing broker as of May 17, 2010. Mr. Silverman is a registered
representative in the securities area with Vision Brokerage Services, a Broker Dealer, since as of
November 30, 2009. Previously, he was registered with Further Lane Securities, L.P., a Broker
Dealer, from November, 2004 to March 2005, Vision from February, 2007 to July 2008 and U.S.
Financial Investments, Inc., a Broker Dealer, from July, 2008 to September, 2009. From June 4,
2003 through March 1, 2006, he held the position of Portfolio Manager and Trader for West End
Financial Advisors LLC, an alternative investment management firm who is the general partner
of several hedge funds, and for West End Financials affiliate company Sentinel Investment
Management Corp, a SEC Registered Investment Advisor, where he managed portfolios for high
net worth individuals and hedge funds. At West End/Sentinel Mr. Silverman took an active role
in the development of trading strategies and new products. Prior to that, from March 1, 2002
until June 4, 2003 he was an analyst and then portfolio manager for Univest Associates, an
investment management firm in a small family office. From May 1998 until February 2002 Mr.
Silverman was self-employed trading his own account. While finishing up his Bachelors degree
Mr. Silverman worked in the Private Client Group of Merrill Lynch and Co. , a global investment
bank and wealth management institution, from February 1996 through January 1998. At Merrill
Lynch Mr. Silverman served as an assistant to a Financial Representative. From February, 1998
through April, 1998 he continued as a student. He holds a Bachelors degree in Biology from the
University of Vermont and a MBA with a concentration in finance from New York University's
Stern School of Business. He has FINRA Series 3, 7, 24, 30 and 63 registrations.