M&R Capital January 2019 Performance Summary

Page 1

Livestock Trading Program Returns Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

YTD

2019

-3.11%

-

-

-

-

-

-

-

-

-

-

-

-3.11%

2018

-0.73%

-0.69%

14.93%

-0.55%

2.53%

1.90%

1.28%

-0.04%

3.56%

-0.81%

0.01%

-0.31%

22.06%

2017

4.22%

3.13%

0.78%

1.04%

-10.92%

2.70%

1.49%

-0.56%

5.42%

4.08%

0.29%

2.39%

13.85%

2016

-12.40%

3.82%

1.74%

-3.99%

14.10%

-3.73%

2.46%

-5.85%

-3.15%

1.10%

11.84%

0.80%

3.91%

2015

28.26%

-6.43%

4.96%

9.06%

-5.74%

2.53%

-1.55%

7.37%

-10.30%

8.25%

-13.88%

4.60%

22.76%

1.53%

-0.73%

9.59%

8.67%

17.38%

9.13%

-3.27%

15.20%

71.33%

*In February 2015, account s managed by Scot t Shepard were moved int o t he M &R Capit al, LLC program. As Scot t Shepard is t he Trading Principal of M &R Capit al, LLC, all previous mont hs' result s were made under t he same t rading st rat egies as of t oday. Ret urns have been adjust ed t o ref lect t he 2%M anagement and 20%Incent ive f ees.

36

Average Win

5.89%

Losing Months

21

Average Loss

-4.23%

Client AUM:

$23,017,802

Incentive Fee:

20%

Proprietary AUM:

$2,247,469

Management Fee:

2%

Minimum Investment:

$100,000

Average M/E Ratio:

4.05%

Primary Market:

Livestock

RTs/Year/Million:

2,315

Annualized Std. Deviation:

25.22%

Notional Funding:

Yes

Losing Month’s Std. Deviation:

14.55%

Largest Peak-To-Valley Drawdown:

Average Monthly Return:

2.16%

High-Water Mark:

Yes

23.38%

Livestock Trading Program AUM $25.0

$20.0

$15.0

$10.0

(Aug ‘15 t o Jan ‘16)

Total Return:

194.24%

Liquidity:

Daily

NFA ID:

483596

Lock Up Period:

None

$5.0

$0.0

May-14 Jul-14 Sep-14 Nov-14 Jan-15 Mar-15 May-15 Jul-15 Sep-15 Nov-15 Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16 Jan-17 Mar-17 May-17 Jul-17 Sep-17 Nov-17 Jan-18 Mar-18 May-18 Jul-18 Sep-18 Nov-18 Jan-19

Winning Months

Millions

2014

-

-

HRF861


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