PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.
Program Info
Global Macro Tactical Opportunities focused on G20 equity and bond indices, as well as currencies and commodities.
The strategy involves tactical directional trades, focused on key turning points in market narratives. All decisions are discretionary, taken by the Portfolio Manager. Investment decisions factor in economic fundamentals, price action, investor sentiment and positioning, as well as potential price catalysts.
At any moment in time, a portfolio is concentrated in 1-3 macro themes, each expressed with 1-5 various instruments. The strategy targets 20%+ gross annual returns with <10% volatility, uncorrelated to equity, bond, or commodity markets.
Risk management was tightened in Q3 2021 to reflect expectations of growing economic uncertainty and market volatility. As part of that, trading became more catalyst-oriented with smaller trade sizes. As a result, portfolio volatility decreased substantially.
As of Mar 31, 2024, Anton Barinov maintained discretionary authority over 15 client accounts all of which were qualified as accounts of family and friends. Since March 2020, Anton Barinov has been operating pursuant to Section 4m (1) of the Commodity Exchange Act whereby an exemption from CTA registration exists for a person that has not furnished commodity trading advice to more than 15 persons and does not hold himself out generally to the public as a CTA.
The net portfolio returns and AuM represent those of one client that executed power of attorney with Anton Barinov, with NAV of $10.2m as of Mar 31, 2024.
Net portfolio returns were calculated by Compliance Supervisors International Inc. (CSI) net of pro-forma performance fee of 20% based on monthly statements, independently obtained by CSI from a broker.
It is expected that this account will get transferred and become part of Ahead Capital Management LLC trading program.
Company Info
Ahead Capital Management LLC is a Global Macro investment firm, based in Brookline, MA, USA
Registered CTA and CPO, NFA Member (ID 0556742) as of June 13, 2023
Manager Info
Mar 2020 - Present: Global Macro Portfolio Manager
Jul 2016 - Mar 2020: Financial advisor to high-net-worth individuals
Jul 2008 - Jun 2016: Senior Analyst, Associate, Vice President, Director at Renaissance Capital, an emerging markets investment bank
Aug 2006 - Jun 2008: Analyst at Citigroup
May 2005 - Jul 2006: Intern at Royal Dutch Shell
