The investment objective of the ROW Diversified Strategy is to seek to generate consistent long- term appreciation through active leveraged investing in global futures, forwards, and options markets. We utilize a quantitative approach to forecasting, portfolio construction, and risk management. The Fund invests in currency, interest rate, energy, agriculture, metal, and equity index instruments. We achieve style diversification by using a combination of Carry, Trend, Fair Value, Pattern Recognition, Volatility, Sentiment, and Mean Reversion models.
| Year or YTD |
Program |
SP500 TR |
| 2016 |
-0.12 |
11.98 |
| 2015 |
-2.36 |
1.41 |
| 2014 |
27.11 |
13.69 |
| 2013 |
2.49 |
32.41 |
| 2012 |
7.08 |
15.98 |
| 2011 |
2.77 |
0.80 |
| Average |
6.16 |
12.71 |
| Stock Indexes |
Yes |
| Interest Rates |
Yes |
| Currencies |
Yes |
| Metals |
Yes |
| Energies |
Yes |
| Softs |
Yes |
| Grains |
Yes |
| Meats |
Yes |
| Forex |
Yes |
| Mini-Futures |
Yes |
| Technical |
Yes |
| Trend Following |
100% |
| Systematic |
Yes |
| Discretionary |
Yes |
| Diversified |
Yes |
| Sector Specialist |
No |
| Quantitative Analysis |
100% |
| Forwards |
Yes |
| Futures |
Yes |
| Listed Options |
Yes |
| Currencies |
Yes |
| Global |
Yes |
| Developed Only |
Yes |
| United States |
50% |
| Canada |
10% |
| Europe |
30% |
| Japan |
10% |
| Long Term |
30% |
| Medium Term |
70% |
| Managed Account Minimum: |
$1,000,000 |
| Margin / Equity Ratio: |
10% |
| Managed Account Availability: |
Open |
| Manager Name: |
ROW Asset Management, LLC |
| Address: |
450 Newport Center Drive, Suite 420 |
| City: |
Newport Beach |
| State: |
CA |
| Zip: |
92660 |
| Country: |
United States |
Jeffrey Weiser co-founded ROW with Ryan O’Grady in July 2010. From 1995 to 2009, Mr. Weiser occupied a variety of different positions at FX Concepts, including the following: portfolio manager of the Global Currency Program (2001-2009), vice president of the Research Advisory Group (from 1998 to 2006) and research analyst (from 1995 to 1998). From 1993 to 1995, Mr. Weiser was an analyst at Pegasus Econometrics Group, Thompson Financial. Mr. Weiser received a B.A. in Economics and English from Case Western Reserve University.
Ryan O’Grady co-founded ROW with Jeffrey Weiser in July 2010. From 1999-2009, Mr. O’Grady was employed by FX Concepts, LLC, a New York-based manager specializing in investment strategies in currencies, fixed income and commodities. While at FX Concepts, Mr. O’Grady served a variety of roles over time, including the following: head of investment research from (1999-2009), member of the firm’s Management Committee (from 2007-2009), manager of new model research (from 1995 to 1996 and from 1997 to 1999), portfolio manager (from 1994 to 1995) and assistant trader (from 1992 to 1993). Mr. O’Grady also worked as a proprietary trader at Standard Chartered Bank in 1996. Mr. O’Grady received a B.A. in Economics from The Johns Hopkins University and an M.S. in Statistics and Operations Research from the Stern School of Business at New York University. Mr. O’Grady has also completed coursework towards a Ph.D. in Economics at the University of California, Irvine. Mr. O’Grady is a founding and active member of the Industry Advisory Board for the UCLA Anderson School of Management-Masters of Financial Engineering program
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