Cartwright Capital Management: Company Profile
Background
Overview
Cartwright Capital Management (CCM) is a multi-strategy, systematic managed futures fund established in 2022 by Troy Hamblion and Nicolas Hemout. The firm specializes in trading highly liquid exchange-traded derivative products, with conservative exposure to the ASX200 and S&P500 via cash securities. CCM aims to achieve capital appreciation through a diversified portfolio of strategies exhibiting both positive and negative skew return distributions. This approach distinguishes CCM from traditional managed futures funds by combining various strategies to create an asymmetric return profile akin to a systematic hedge fund.
Mission and Vision
CCM's mission is to provide investors with consistent returns and lower drawdowns over extended periods by integrating multiple strategies that balance positive and negative skew returns. The firm's vision is to redefine the managed futures landscape by offering a diversified, asymmetric investment portfolio that serves as a standalone hedge within broader investment strategies.
Industry Significance
As a Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA), CCM operates within the managed futures industry, offering innovative investment solutions that cater to investors seeking diversification and risk mitigation. The firm's unique approach contributes to the evolution of managed futures by emphasizing strategy diversification and asymmetric return profiles.
Key Strategic Focus
Core Objectives
CCM's primary objectives include delivering consistent returns, minimizing drawdowns, and providing investors with a diversified hedge against traditional market movements. The firm focuses on achieving capital appreciation through systematic trading strategies that balance positive and negative skew returns.
Areas of Specialization
CCM specializes in systematic managed futures, employing quantitative models to trade highly liquid exchange-traded derivatives. The firm's strategies are designed to exploit market inefficiencies and generate returns that are uncorrelated with traditional asset classes.
Key Technologies Utilized
While specific technological platforms and methodologies are not publicly disclosed, CCM's systematic approach likely involves advanced quantitative models, algorithmic trading systems, and data analytics to inform trading decisions and manage risk.
Primary Markets Targeted
CCM primarily targets global futures markets, focusing on highly liquid exchange-traded derivatives. The firm's conservative exposure to the ASX200 and S&P500 via cash securities indicates a strategic interest in major equity indices.
Financials and Funding
Funding History
As a privately held firm, CCM's detailed funding history is not publicly disclosed. The firm's establishment in 2022 suggests initial funding from its founders, Troy Hamblion and Nicolas Hemout.
Total Funds Raised
Specific figures regarding total funds raised by CCM are not publicly available.
Recent Funding Rounds
Information about recent funding rounds is not publicly disclosed.
Notable Investors
Details about individual or institutional investors in CCM are not publicly available.
Utilization of Capital
While specific details are not disclosed, it is reasonable to infer that the capital raised is utilized to develop and implement systematic trading strategies, manage operational expenses, and support the firm's growth initiatives.
Pipeline Development
Key Pipeline Candidates
CCM's pipeline consists of various systematic trading strategies designed to achieve capital appreciation through diversified return profiles. Specific details about individual strategies or products are not publicly disclosed.
Stages of Development
The firm is in the operational phase, actively managing its systematic trading strategies. The CCM Systematic Macro Plus Fund, launched on May 1, 2023, is an example of the firm's investment offerings.
Target Conditions
CCM's strategies are designed to capitalize on market inefficiencies across global futures markets, with a focus on highly liquid exchange-traded derivatives.
Anticipated Milestones
Specific timelines for anticipated milestones are not publicly disclosed.
Technological Platform and Innovation
Proprietary Technologies
While specific proprietary technologies are not publicly disclosed, CCM's systematic approach likely involves the use of advanced quantitative models, algorithmic trading systems, and data analytics platforms to inform trading decisions and manage risk.
Significant Scientific Methods
CCM employs systematic trading strategies that balance positive and negative skew return distributions, indicating the use of quantitative models and data-driven methodologies to inform trading decisions.
Leadership Team
Troy Hamblion – Managing Director and Co-founder
Troy Hamblion co-founded CCM in 2022 and serves as the Managing Director. Prior to CCM, he held senior positions in financial services, focusing on systematic trading strategies and risk management. His expertise lies in developing and implementing quantitative models for trading highly liquid derivatives.
Nicolas Hemout – Managing Director and Co-founder
Nicolas Hemout co-founded CCM in 2022 and serves as the Managing Director. He has a background in quantitative finance and has previously worked in roles involving systematic trading and portfolio management. His experience includes developing trading algorithms and managing risk in global futures markets.
Competitor Profile
Market Insights and Dynamics
The managed futures industry is characterized by firms employing systematic trading strategies to achieve returns uncorrelated with traditional asset classes. The market is competitive, with numerous firms offering similar investment solutions.
Competitor Analysis
Key competitors in the managed futures space include:
- Winton Group: A British investment management firm specializing in systematic trading strategies across global futures markets.
- Greylock Capital Management: A U.S.-based firm focusing on high yield, undervalued, and distressed assets, particularly in emerging and frontier markets.
- Lucerne Capital Management: A long-short equity investment firm specializing in bottom-up stock selection with a focus on European markets.
- Genter Capital Management: A privately held investment advisory firm providing discretionary investment management services for high-net-worth individuals, institutions, and foundations.
Strategic Collaborations and Partnerships
Specific details about CCM's strategic collaborations or partnerships are not publicly disclosed.
Operational Insights
CCM differentiates itself by combining multiple positive and negative skew strategies to create a diversified asymmetric investment portfolio, setting it apart from traditional managed futures funds.
Strategic Opportunities and Future Directions
CCM's strategic roadmap includes expanding its systematic trading strategies, enhancing risk management practices, and exploring new market opportunities to provide investors with innovative investment solutions.
