CTA Profiles

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Manager List » Infinite Edge Investments LLC »

Infinite Edge Investments LLC - Sharpe Edge Program

Principal(s): Daniya Lukmanova
Strategy: Short-Term Discretionary / Opportunistic / Diversified
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Investment Restrictions: 4.7 Exempt - QEPs Only++
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Statistics & Program Information

Nov Return 1.17%	Worst Drawdown ⁽²⁾ -4.49%	Minimum Investment $200,000
YTD Return -2.75%	Losing Streak ⁽³⁾ -2.99 %	AUM⁽⁵⁾ $1,000,000
Annualized CROR:¹ 8.45%	Sharpe Ratio ⁽⁴⁾ 1.24	Calmar Ratio ⁽⁶⁾ N/A

Trading Methodology	Style Sub-Categories Fundamental Momentum Contrarian Pattern Recognition Other Option Strategy Trend Anticipatory Mean Reversion Long Short Relative Value	Trading Style 10% Contrarian
Market Sector	Holding Period	Geographic Sector US Contracts:

Start Date Nov-2022	Currency US Dollar	Margin ⁽⁷⁾ 1.00%
New Money Yes	AUM ⁽⁵⁾ $1,000,000	Management Fee 2.00%
Min Investment $200,000	Annualized CROR ¹ 8.45%	Incentive Fee 20.00%
Fund Minimum $0	Losing Streak ⁽³⁾ -2.99 %	Other Fees None
Notional Funds Yes	Worst Drawdown ⁽²⁾ -4.49 %	Avg Comm ⁽⁸⁾
NFA Member Yes	Sharpe Ratio ⁽⁴⁾ 1.24	Max Comm ⁽⁹⁾ $2/RT
NFA Number 0544455	Calmar Ratio ⁽⁶⁾ N/A	Round Turns ⁽¹⁰⁾ 9,142

Starting Date: Nov-2022	Currency: US Dollar
Open to New Investors: Yes	Current Assets: $1,000,000
Open to US Investors: Yes	Annualized CROR: 8.45%
Minimum Fund Investment: $0	Worst Monthly Drawdown: -4.49
Minimum Managed Account: $200,000	Current Losing Streak: -2.99 %
Domocile:	Calmar: N/A
Subscriptions: N/A	Sharpe Ratio: 1.24
Redemptions: N/A	US Attorney: Not Listed
Lock Up: N/A	Offshore Attorney: Not Listed
Hurdle Rate: N/A	Administrator: Not Listed
Administraton Fee: 0.00%	Prime Broker: Not Listed
Management Fee: 0.00%	Auditor: Not Listed
Incentive Fee: 0.00%	NFA Member: Yes
Selling Fee: 0.00%	FINRA Member: No
Other Fees: None	Other Memberships: None

Type of Fund:	Domicile:	Strategy:

Track Record Prepared By: NAV Consulting

Correlations: AG CTA Index: -0.012

Trading Description, Risk Strategy & Background

Trading Description

Sharpe Edge is an opportunistic trading strategy with an average holding period of 1 to 3 days. It employs pattern recognition in addition to other technical and fundamental inputs to identify trading opportunities across a variety of sectors.

At times we may use options as a futures replacement or in special allocation situations. We only purchase options and never engage in writing options.

Sharpe Edge's strategy incorporates momentum, mean reversion, trend participation and continuously adjusts the portfolio in anticipation of potential outcomes. The strategy generally maintains a concentrated portfolio of 1 to 3 positions and may be completely in cash.

For investors seeking CTA exposure, Infinite Edge's Sharpe Edge Program offers an alternative to broadly diversified systematic managers utilizing computer developed "black box" programs.

Risk Strategy

N/A

Background

Daniya Lukmanova is the CEO and responsible for managing the portfolio of Infinite Edge Investments LLC, which she founded in 2021.

Prior to founding her firm, she worked as a research specialist in the division of translational medicine and human genetics at the University of Pennsylvania, where she also received her graduate degree.

Daniya has a profound scientific background including a Masters in Chemistry and she has published many articles in biomedical journals. This helped her to develop the strategy for the Sharp Edge Program with scientific testing and predictions about various futures and options markets.

Performance

Monthly Performance Since April 2022

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	ROR	Max DD
2024	-0.17%	-0.32%	-0.64%	0.75%	-0.59%	0.10%	0.27%	-3.33%	-0.36%	0.40%	1.17%		-2.75%	-4.26%
2023	-2.17%	1.47%	0.23%	1.02%	-0.32%	1.99%	3.16%	-0.60%	-0.25%	1.54%	0.87%	-0.24%	6.79%	-2.17%
2022				2.33%	4.17%	4.05%	0.14%	2.61%	1.35%	4.14%	-0.67%	0.05%	19.54%	-0.67%

Annual Performance

Years	2022	2023	2024 YTD
ROR	19.54%	6.79%	-2.75%
Max DD	-0.67%	-2.17%	-4.26%

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. THERE IS A RISK OF LOSS IN FUTURES TRADING.

VAMI, Assets under Management & Worst Drawdown

Monthly Returns

Accounting Notes:

Performance is calculated and shown net of all trading fees and net of a fee structure which includes a 2% management fee and a 20% performance fee applied monthly. During some months in 2023, there were notable fluctuations in the clientâ€™s notional funding, including additions, withdrawals, and adjustments to their trading levels, which have led to losses in client accounts on a cash basis. For example: In March 2023 across one clientâ€™s multiple accounts, the trading levels began at around $600K, increased to $4.8M intramonth, and decreased back to $300K at the end of the month. The March 2023 rate or return was 0.23%; this client experienced a loss of $74,524 on a cash basis across all their accounts.

++Qualified Eligible Investors Only:

A Qualified Eligible Person must meet the following two requirements: 1) the investor must first be an accredited investor. The most common ways for this are to either have a net worth of $1,000,000 or more OR an annual income of $200,000 or more for the last two years OR, combined with a spouse, $300,000 per year for two years, 2) the investor must meet an additional portfolio requirement, which is having $4,000,000 in securities holdings OR the person must have on deposit with a Futures Commission Merchant at least $400,000 in exchange-specified initial margin and option premiums, and required minimum security deposit for retail forex transactions).

Exemptions:

PURSUANT TO AN EXEMPTION FROM THE COMMODITY FUTURES TRADING COMMISSION IN CONNECTION WITH THE ACCOUNTS OF QUALIFIED ELIBIBLE PERSONS, THIS BROCHURE OR ACCOUNT DOCUMENT IS NOT REQUIRED TO BE, AND HAS NOT BEEN, FILED WITH THE COMMISSION. THE COMMODITY FUTURES TRADING COMMISSION DOES NOT PASS UPON THE MERITS OF PARTICIPATING IN A TRADING PROGRAM OR UPON THE ADEQUANCY OR ACCURACY OF THE COMMODITY TRADING ADVISOR DISCLOSURE. CONSEQUENTLY, THE COMMODITY FUTURES TRADING COMMISSION HAS NOT REVIEWED OR APPROVED THIS TRADING PROGRAM OR THIS BROCHURE OR ACCOUNT DOCUMENT.

RISK DISCLOSURE

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

THIS MATTER IS INTENDED AS A SOLICITATION FOR MANAGED FUTURES. THE RISK OF TRADING COMMODITY FUTURES, OPTIONS, FOREIGN EXCHANGE ('FOREX') AND/OR CRYPTOCURRENCIES IS SUBSTANTIAL. THE HIGH DEGREE OF LEVERAGE ASSOCIATED WITH COMMODITY FUTURES, OPTIONS AND FOREX CAN WORK AGAINST YOU AS WELL AS FOR YOU. THIS HIGH DEGREE OF LEVERAGE CAN RESULT IN SUBSTANTIAL LOSSES, AS WELL AS GAINS. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. IF YOU ARE UNSURE YOU SHOULD SEEK PROFESSIONAL ADVICE. AN INVESTOR MUST READ AND UNDERSTAND THE CTA’S CURRENT DISCLOSURE DOCUMENT BEFORE INVESTING. THERE ARE NO GUARANTEES OF PROFIT NO MATTER WHO IS MANAGING YOUR MONEY.

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. IN SOME CASES MANAGED ACCOUNTS ARE CHARGED SUBSTANTIAL COMMISSIONS AND ADVISORY FEES. THOSE ACCOUNTS SUBJECT TO THESE CHARGES, MAY NEED TO MAKE SUBSTANTIAL TRADING PROFITS JUST TO AVOID DEPLETION OF THEIR ASSETS. EACH COMMODITY TRADING ADVISOR ("CTA") IS REQUIRED BY THE COMMODITY FUTURES TRADING COMMISSION ("CFTC") TO ISSUE TO PROSPECTIVE CLIENTS A RISK DISCLOSURE DOCUMENT OUTLINING THESE FEES, CONFLICTS OF INTEREST AND OTHER ASSOCIATED RISKS. A HARD COPY OF THESE RISK DISCLOSURE DOCUMENTS ARE READILY AVAILABLE BY CLICKING ON EACH CTA'S "REQUEST DISCLOSURE DOCUMENT" BUTTON.

THE FULL RISK OF COMMODITY FUTURES, OPTIONS AND FOREX TRADING CAN NOT BE ADDRESSED IN THIS RISK DISCLOSURE STATEMENT. NO CONSIDERATION TO INVEST SHOULD BE MADE WITHOUT THOROUGHLY READING THE DISCLOSURE DOCUMENT OF EACH OF THE CTAS IN WHICH YOU MAY HAVE AN INTEREST. REQUESTING A DISCLOSURE DOCUMENT PLACES YOU UNDER NO OBLIGATION AND EACH DOCUMENT IS PROVIDED AT NO COST. THE CFTC HAS NOT PASSED UPON THE MERITS OF PARTICIPATING IN ANY OF THE FOLLOWING PROGRAMS NOR ON THE ADEQUACY OR ACCURACY OF THE DISCLOSURE DOCUMENTS. OTHER DISCLOSURE STATEMENTS ARE REQUIRED TO BE PROVIDED TO YOU BEFORE AN ACCOUNT MAY BE OPENED FOR YOU.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. PROSPECTIVE CLIENTS SHOULD NOT BASE THEIR DECISION ON INVESTING IN THIS TRADING PROGRAM SOLELY ON THE PAST PERFORMANCE PRESENTED. ADDITIONALLY, IN MAKING AN INVESTMENT DECISION, PROSPECTIVE CLIENTS MUST ALSO RELY ON THEIR OWN EXAMINATION OF THE PERSON OR ENTITY MAKING THE TRADING DECISIONS AND THE TERMS OF THE ADVISORY AGREEMENT INCLUDING THE MERITS AND RISKS INVOLVED.

AUTUMN GOLD CTA INDEXES ARE NON-INVESTABLE INDEXES COMPRISED OF THE CLIENT PERFORMANCE OF CTA PROGRAMS INCLUDED IN THE AUTUMN GOLD DATABASE AND DO NOT REPRESENT THE COMPLETE UNIVERSE OF CTAS. INVESTORS SHOULD NOTE THAT IT IS NOT POSSIBLE TO INVEST IN THESE INDEXES.