Athena Capital Partners Sets Up Shop, Unveils First Trading Platform

Apr 29 2010 | 9:37am ET

Plainfield, Illinois-based boutique asset management firm Athena Capital Partners has recently opened its doors and unveiled its first trading platform, the Trend and Mean Reversion Systematic Commodities Program.

According to the commodity trading adviser, the program aims to detect and profit from the presence of trend and/or mean reversion characteristics in commodities futures markets, and its objective is to generate 15-20% (net) annualized returns with an annual volatility of 10-15%.  The program—which is aimed at sophisticated investors—will focus on trading energy, agriculture, livestock, industrial metals and precious metals.

Principals of the firm include Perry Jonkheer, who serves as both chief investment officer and chief executive officer, and Robert Dubuque, who serves as vice president of business development and sales. Julian Jones serves as a portfolio manager.

The program, which has a $250,000 minimum investment requirement, charges a 2% management fee and a 20% performance fee, with a high water mark.


In Depth

Q&A: Sancus Capital And The Disruption Of The CLO Market

Oct 5 2017 | 6:28pm ET

Traditional collateralized loan obligation (CLO) funds in the U.S. market can offer...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

Finding Success as Alternatives Converge

Oct 9 2017 | 4:00pm ET

Rising interest among institutional investors over the past several years has led...

 

From the current issue of