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Managed Futures Capitalizes on Both Long and Short Assets with Chad Martinson at Efficient Capital

Chad Martinson is the co-CIO and Managing Director of Efficient Capital's Investments, who is responsible for the firm’s investment process and the management of more than $2.2 billion in nominal assets across Efficient’s suite of managed futures products. In addition, he has served as the Portfolio Manager for Efficient’s flagship fund since 2007. After nearly a decade in the technology industry, Chad began his Managed Futures career in 2002 when he joined Efficient Capital Management.

“In managed futures, because of the nature of the instruments you can go short just as easily as you can go long. There is no cost of borrowing. You simply sell a futures contract.

The unique characteristics are that there is no cost or friction with going short. They provide a great deal of diversification to traditional long-only investments. In fact, we can talk about investment cycles. Some of the strongest periods of performance have been during periods where markets are moving in a dramatic fashion.

Sometimes market's up, sometimes market's down, but as long as markets are moving, managed futures can profit. It's broadly diversified across assets. If there's an opportunity somewhere out there where markets are moving, managed futures tend to do quite well because they're able to capitalize on both the long and short side of it.”

Efficient Capital Management

Chad Martinson, co-CIO and Managing Director

630 - 657 - 6800

Efficient Capital was founded over 20 years ago for the express purpose of maximizing the unique benefits of managed futures for institutional investors. We are - and have always been - solely dedicated to managed futures.

Through a commitment to excellence, innovation, teamwork and rigorous research for two decades, Efficient has become a leading CTA multi-manager firm. In a world of generalists, Efficient continues to be a CTA specialist, focusing its people and skills on offering institutional investors access to CTA strategies that best fit their specific needs and mandate requirements.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries.

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