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Launch: March 2010. The Caprock Energy Fund, LLC is a US domiciled fund that seeks appreciation
through attaining exposure to the energy space using futures and options. Energy products include, but not
limited to, Crude Oil, Natural Gas, Heating Oil, and Gasoline, among others. With Caprock Risk
Management, LLC as the CTA, Jarvis Investment Management, LLC, the GP, believes the fund offers
investors three compelling reasons for investing in the fund:
- Caprock's Market Expertise and Risk Management Background in Energy is Unique and an Asset to
Investors.
- Secular Trends are as Bullish as Ever for Energy Resources.
- The Energy Sector Provides Investors a Viable Hedge Against Geo-Political Risks.
For more information, please contact Chris Jarvis @ (603) 828-7987 or email
Chris.Jarvis@caprockriskmanagement.com.
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*** Last Update July 7, 2009 ***
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The Ceres Commodity Fund, launched February 2010 but available now for QEP investors, will allocate to a
number of commodity trading advisors (CTAs) that use global futures, options and forex markets and their
systems (whether systematic or fundamental) buy or sell positions based upon their expectations of profit
potential.
The Ceres Commodity Fund will allocate to five underlying managers when it launches. The Dicken
Commodity Fund, a 100% discretionary fundamental program focuses on the agricultural and meats
markets. Forecast Trading Group looks at commodity interests whose price movements are considered to
be substantially affected by changes in global weather including contracts in energy products and
agricultural items. Global Advisors’ Commodity Systemic Program trades inter and intra-day commodity
spreads as well as outright commodities. Haar Capital Management uses a primarily fundamental strategy,
although technical analysis may be employed to help determine specific entry and exit points and the
placement of stop-loss orders. Rosetta Capital Management manages a fundamental discretionary grains
and meats program.
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Forecast uses short intermediate term positions to benefit from price movements in markets such as
natural resources, agricultural and consumer products. The trading program is diverse and invests in both
futures and option contracts. Options are frequently used to take advantage of intermediate term price
movements. Option contracts are predominately purchased (not sold), so that the level of risk is clearly
defined at the onset of the trade. There are two primary trading seasons, each encompassing specific
markets where weather is a key factor:
• Grain, coffee and cotton markets are traded May through August.
• Energy, complex and tangible commodities, such as orange juice, are traded between November and
March. This does not however, preclude trading these markets during other months.
The trading approach of Forecast relies substantially on weather maps, as well as technical analysis to
establish entry and exit points. The general time horizon for Forecast's investment style is short (0-5 days)
to medium-term (1 to 3 weeks), and occasionally 2 to 3 months.
For more information, please contact Stephen J. Folkard @ (845) 362-3820.
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