EMC Capital Advisors, LLC

EMC Balance Program
Principals: John Krautsack, David Polli & Brian Proctor
Trend Following / Diversified | Long Only
Interested in this program? Request Additional Information →
Month Performance
-4.72%
Jul 2026
YTD Return
+2.05%
Through Jul 2026
AUM
$1,030,000
Assets Under Management

Overview

The EMC BALANCE PROGRAM is a long-only strategy that allocates to a subset of diverse global markets, including global stock index futures, sovereign interest rate futures and metal futures. Components of the portfolio are optimized across markets to capture profits during times of economic expansion. Systematic rebalancing is done to return to optimal allocations.


Program Details

Inception DateAug 2018
Trading StyleLong Only
Holding PeriodN/A
Markets TradedStock Indices, Financials, Metals
Margin6%
Minimum Investment$3,000,000
Management Fee2.00%
Performance Fee20.00%
This is a snapshot only. Investors should read Disclosure/Offering documents to determine suitability of investment.
GROWTH OF $1,000 VAMI
Program vs. Autumn Gold CTA Index
EMC Balance Program compared with the Autumn Gold CTA Index
Hypothetical growth of $1,000 based on reported monthly returns.
PERFORMANCE SUMMARY
Annual Returns (Net)
YEAR 2025 2024 2023 2022
RETURN +28.96% +8.17% +11.64% -12.21%
Maximum Drawdown Since Inception -17.88%
Past performance is not indicative of future results.
FUTURES, OPTIONS, CRYPTO, AND FOREX TRADING INVOLVES RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.