PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.
Markets are dynamic, with an open and rich ecosystem where many known and unknown elements continually interact and influence each other. Understanding, and accepting this instils in us respect and humility for the complexity of markets.
Rather than knowing why a market "should" move, our philosophy is to step back and observe markets for early evidence of actual movement, such as exponential growth. Such observable opportunities present themselves as the elements, relationships, feedback loops, and lags that influence market movements evolve, change and organize over time.
Acting upon every opportunity we identify produces positive results over time. However, our experience and research shows that filtering opportunities through a variety of environments and conditions is beneficial. The probability that an opportunity will be realized, the magnitude of the opportunity and the frequency with which opportunities appear all vary based on these environments and conditions.
Balancing the opportunities, conservatively sizing our exposures, and continually monitoring the portfolio helps to ensure that we deliver on our volatility target. Furthermore, with an exit strategy defined daily for every investment, losers get naturally eliminated while winners stay.
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The Acorn Diversified Program is managed by Acorn Global Investments Inc. The performance here reflects the performance of the BTR Global Macro Fund from July 2005 - November 2008, which used the same investment decision maker, process, objective and strategy as the Acorn Diversified Trust has since commencing operations in July 2009. The performance includes a transition period between December 2008 - June 2009 where no trading took place. Records which document and support this performance are available upon request. The returns above are net of 2% management fees and 20% performance fees until September 2010 and 1% management fees and 20% performance fees thereafter. The information contained here, including estimates (e), is subject to change without notice and Acorn Global Investments Inc. will not be held liable for any inaccuracies or misprints. Important information about the Acorn Diversified Trust including risks, objective, strategy and fees is contained in the offering memorandum. This is not and may not be used as a recommendation or a solicitation.
Acorn Global Investments, founded in 2005, is an alternative investment manager that identifies early stage opportunities in global futures markets. Our objective is to deliver long-term capital appreciation with low correlation to equity, bond and real estate investments. With institutional infrastructure and extensive experience, we serve institutions, advisors and individuals from around the world. Acorn has two offices in Canada, located in Oakville, Ontario, and in Montreal, Quebec.
Jason Russell, CFA
President and Chief Investment Officer
As President, Jason leads the Acorn team in systematically and efficiently executing operations, business development and compliance in alignment with our business plan.
As Chief Investment Officer, he ensures that Acorn remains focused on its mission of maximizing returns for our investors. Jason developed the core systems and strategies that continue to be refined and improved upon today. He oversees trading and execution and works closely with the research team to continually innovate and test research ideas.
Jason is a Chartered Financial Analyst (CFA) with over 20 years of investment experience and education. He is a member of the Alternative Investment Management Association (AIMA) where he has served on the Research and Education Committee as well as the Managed Futures Committee.