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Home » Manager List    »    Stein Investment Management LLC    »   


Stein Investment Management LLC - Trading Evolution



Principal(s): Boris Stein
Strategy: Multi-strategy / Short-term
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Investment Restrictions: QEP
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2180 Kent Ct
Mahwah, NJ 07430 United States
1-201-529-3123
http://www.steininvestment.com
Main E-Mail: [email protected]
Marketing E-Mail: [email protected]
Administrative E-Mail: [email protected]

Statistics & Program Information

Nov 2025 Return   2.36% Worst Drawdown (2)    -15.49% Minimum Investment   $500,000
YTD Return: 0.09% Losing Streak (3):  -6.67% AUM (5):  $40,000
Annualized CROR(1)  2.43% Sharpe Ratio 4% RF ROR(4):  -0.14 Calmar Ratio (6):  N/A
2) Annualized ACROR is based on compounding. Please see Footnotes for more information.
Trading Methodology
70% Systematic
30% Discretionary
 Style Sub-Categories
Pattern Recognition
Quantitative
Mean Reversion
 Trading Style
30% Trend Following
40% Contrarian
30% Pattern Recognition
Market Sector
100% Stock Indices
 Holding Period
30% Short Term
70% Intraday
 Geographic Sector
US
Contracts:
Futures
Start Date   May-2019 Currency   US Dollar Management Fee    0%-20%
Accepting New Accounts   Yes Min Investment    $500,000 Incentive Fee    17.50
NFA Member    Yes Fund Minimum    $0 Other Fees   No
NFA Number    0370278 Margin (7)   15% Avg Comm (8)   4.50
Notional Funds    Yes Round Turns Per Million (10)    4,000 Max Comm (9)   5.30
Starting Date:  May-2019 Currency:  US Dollar
Open to New Investors:  Yes Current Assets:  $40,000
Open to US Investors:  Yes Annualized CROR:  1.79%
Minimum Fund Investment:  $0
Minimum Managed Account:  $500,000 Current Losing Streak:  -6.67 %
Domocile:   Calmar:  N/A
Subscriptions:  N/A Sharpe Ratio: 4% RF ROR  -0.14
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:  2.00% Auditor:  Not Listed
Incentive Fee:  20.00% NFA Member:  Yes
Selling Fee:  0.00% FINRA Member:  No
Other Fees:  No Other Memberships:  None
Type of Fund:
 Domicile:
 Strategy:

Correlations:

Growth of $1,000 VAMI and Monthly Returns

Trading Description, Risk Strategy & Background

Trading Description

Trading Evolution is a systematic strategy with a discretionary overlay. It currently invests exclusively in S&P 500 index futures (e-mini S&P). The program can be as much profitable in rising stock market as in falling market, because it assumes both long and short positions. The program incorporates more than 50 of rigorously designed and tested independent mechanical trading systems, all of which are proprietary. The decision to take a certain position in the market is based on a bias indicated by these independent systems. The trades are taken only if their possible outcomes meet the strict requirements of the proprietary risk control system. Due to their complex and unique design, the returns of Trading Evolution are uncorrelated with both market indices and with other alternative investments, making it an ideal product to add real diversification to most investor's portfolios.

Risk Strategy

N/A

Background

BORIS STEIN - After finishing high school with Gold medal, Mr. Stein graduated from Minsk University with dual Mastersdegree in Physics and Computer Science. Mr. Stein was involved in scientific research, mathematical modeling and computer simulations of sophisticated processes, where he applied advanced statistical methods and the latest mathematical breakthroughs. After working as a Chief Information Officer for a major commercial company for many years, Mr. Stein focused his interests on the emerging commodity market and became one of the first foreign currency traders in newly independent State of Belarus. Upon arrival to the USA, Mr. Stein established himself as a successful businessmen and computer engineer through the ownership of two profitable companies and lucrative contracts in information systems industry. He used his solid mathematical background, strong analytical skills, extensive knowledge of markets and scientific methods of research to pioneer new technical trading ideas and systems as well as innovative approaches to asset management. Being well educated in the world of technical trading (Welles Wilder, Gerald Appel, Bruce Babcock, Larry Williams, Tom DeMark, Steve Nison), he widely used his computer programming skills for back testing various trading ideas to identify, verify and synthesize all the advantages of many popular systems and leverage them by introducing his proprietary weighting signals produced by multiple proprietary trading systems of original design. Mr. Stein left his successful computer consulting business in 2002 to form his commodity advisor firm, Stein Investment Management LLC, which is currently registered as a CTA. Stein Investment Management and Mr. Stein were featured in the industry publications: Futures, Traders World, The Technical Analyst, FINalternatives, FutureSource, Futures & Options Trader, and others. Mr. Stein won second prize in the 2006 World Cup Championship of Futures Trading(R),sponsored by Robbins Trading Company. As president, director, and sole principal of SIM, Mr. Stein is responsible for all trading decisions as well as the day-to-day operations of SIM.

Performance

Monthly Performance Since May 2019

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Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecRORMax DD
2025 1.51% 1.13% 2.08% 1.67% 0.01% -9.38% 2.95% -2.95% 0.01% 0.70% 2.36%   -0.55% -9.46%
2024 2.25% 1.21% -2.97% -3.72% 0.02% 0.49% 1.42% 0.60% 0.75% 0.53% 1.45% 1.44% 3.34% -6.58%
2023 -0.95% 3.15% 1.01% 1.06% 2.03% 0.87% -9.62% 0.27% -3.91% -0.75% 7.03% 0.08% -0.63% -13.57%
2022 1.91% 2.10% 3.03% 2.03% -4.77% -5.09% -1.99% 4.15% 1.40% 2.47% 0.11% 2.02% 7.08% -11.42%
2021 -4.10% 1.17% 1.67% -9.00% 6.69% -0.50% -3.55% 0.70% 4.32% 4.02% -6.65% 2.02% -4.36% -10.24%
2020 1.50% 1.50% -2.92% 1.99% 3.48% 1.74% 1.68% 2.21% -3.21% 3.34% -4.09% -1.83% 5.12% -5.85%


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Annual Performance

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

Footnotes

1. The Annualized Compounded ROR ("Rate of Return") is the average return of an investment over a number of years. It smoothes out returns by assuming constant growth. 2. Peak to Valley Drawdown ("Maximum Drawdown") is the worst drawdown % the time-period. 3. Sharpe Ratio uses a 4% Risk Free ROR (Rate of Return) 4. Calmar Ratio Uses last 36 months of Data 5. The hypothetical growth of $1,000

RISK DISCLOSURE

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.

 
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