Past Performance
Through October 19, 2026
Trailing 18m Return
48.23%
Net of Fees
YTD Return
14.7%
Net of Fees
Trailing 18m Sharpe
3.03
Risk-Adjusted Efficiency
trailing 18m Max
Drawdown
-2.91%
Peak-to-Trough Preservation
The performance data discussed herein do not represent the performance of the Fund, but rather, represent the performance of a personal account
of James Bowe, the sole principal of the Investment Manager
Position Sizing
Position Sizing
Targeted allocation calibrated to real-time volatility conditions
Scaled in to enable easy position adjustments
Staged entries to ensure best execution and to minimize market impact
Liquidity-adjusted
Position size scaled to underlying market depth and turnover
Risk Controls
Hard stop-loss logic
Programmatic exit thresholds enforced across positions
Stress testing across macro regimes
Multi-asset simulations evaluating tail events, rate shifts, and volatility spikes
Scenario analysis on both a trade by trade and portfolio basis
Granular shock modeling across positions and the broad portfolio to test for portfolio resiliance
Real-time risk reporting
Constant risk monitoring encompassing trade and portfolio option greeks, margin utilization and market liquidity