Professional Documents
Culture Documents
BAM manages client and proprietary accounts based on both technical and fundamental analysis. BAM examines
multiple time‐frames and utilizes specific moving averages, Fibonacci levels, support and resistance levels,
candlestick formations, and channel analysis. The day’s economic news events are evaluated prior to any
trade. Capital preservation is our primary concern. Consequently, the manager may sit out multiple trading days
waiting for all market conditions to become favorable.
Monthly Performance (%) PAST PERFORMANCE IN NOT NECESSARILY INDICATIVE OF FUTURE RESULTS
Annual
Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Return
2009 a17.85 a 16.68 a 28.13 a20 est a0.02* a3.01 a2.20
Growth of $1000
Monthly Return BAM
Volatility Analysis BAM
4000 40% % Positive 100%
2000 20% Max Monthly Drawdown 0%
Largest Gain 28.13
0 0% Largest Loss n/a
Jun‐09 Jul‐09 Aug‐09 Sep‐09 Oct‐09 Nov‐09 Dec‐09 σ
Investment Terms
Valuation: Daily (managed accounts only) Lockup Period None
Management Fee 0% Incentive Fee 30%
NFA IDs N/A Accepting Mngd Accts Yes
Investment Mngr Steven Branch Contact:info@trimmercapmgt.com
*Maximum leverage for program dropped from 200:1 to under 50:1
DISCLAIMER: Forex trading involves substantial risk of loss and is not suitable for all investors. The high degree of leverage that is often
obtainable in Forex can work against you as well as for you. Increasing leverage increases risk. In any market where a potential for profit exists,
there exists also a risk of loss. Past performance is not necessarily indicative of future results. This is not a solicitation to invest and you should
carefully consider your financial situation as to the suitability to your situation prior to making any investment or entering into any transaction.
Performance results are before fees. No representation is being made that any account will or is likely to achieve profits or losses similar to
these being shown. Performance figures are unaudited returns of client and proprietary trading results and subject to change. All performance is
calculated net of all expenses, management fees and incentive fees. Year‐to‐date returns are calculated for capital invested from January 1. Actual returns
may differ from reported results due to differences in contribution dates, fee structures and new issue eligibility. Past performance is not necessarily
indicative of future returns. Data is of date of BAM publication and may be a month‐to‐date estimate if all underlying components have not yet reported.
THIS COMMUNICATION IS NOT TO BE CONSTRUED AS AN OFFER TO SELL OR THE SOLICITATION OF AN OFFER TO PURCHASE ANY SECURITY OR INVEST IN
ANY MANAGED FOREX OR FUTURES PRODUCT. ANY SUCH OFFER OR SOLICITATION CAN BE MADE ONLY BY MEANS OF A CONFIDENTIAL PRIVATE OFFERING
MEMORANDUM OR DISCLOSURE DOCUMENT AND TRADING AUTHORIZATION AGREEMENT (WHICH CONTAIN A DETAILED DESCRIPTION OF RISK FACTORS).
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RETURNS.QUALIFIED ELIGIBLE PARTICIPANTS ONLY.