Each of the Martial Funds are designed to achieve two objectives:
- Achieve superior returns, well in excess of 20% per year, while
- Controlling risk to minimize drawdowns
Our funds achieve their returns¹ by producing excellent returns in 3 out of 4 quarters. They are not absolute return funds. Although they perform well in bear markets, they experience drawdowns in periods of extraordinary market volatility.
| Backtest | Live through June 30, 2007 | Live through Sept 28, 2007 | Backtest + Live Period through Sept 2007 | |
| US Equity Fund | ||||
| Since 1/1/2007 | +16.0% | +18.7% | ||
| CAGR² | +44.8% | +34.7% | +25.6% | |
| Maximum Historical Drawdown | -19.3% | |||
| Drawdown details | 7 months from drawdown to recovery in 2001 | |||
| Canadian Equity Fund | ||||
| Since 1/1/2007 | +19.6% | +22.5% | ||
| CAGR | +29.6% | +43.0% | +31.0% | |
| Maximum Historical Drawdown | -17.8% | |||
| Drawdown details | 7 months from drawdown to recovery in 1998 | |||
The underlying philosophy of our investment strategy comes from the field of Behavioral Finance. The execution of our strategy is done with a computer-based Expert System.
Our funds are based in and managed from Bermuda and are regulated by the Bermuda Monetary Authority. They are available for sale to accredited investors throughout the world except to US or Canadian residents.
¹ Returns of our fund are measured after fees and incentive payments
to the investment manager.
² CAGR = Compound Annual Growth Rate
All performance data contained on this site represents past performance. Past performance is no guarantee of future performance. These funds are subject to the risks relating to investing in the stock market. These risks include the possibility that stocks may experience large price swings with the potential for significant loss of your investment.
