Investment Programs: Classic
EMC's Classic Program seeks to provide long-term positive returns with low correlation to equity and hedge fund portfolios. EMC employs multiple
quantitative, systematic trading models across a broad range of liquid global financial and commodity markets. Sectors traded include stock indices, currencies,
financial futures, precious and base metals, energies, agricultural and soft commodities. The active trading models are designed to capture profit opportunities
in bull and bear markets.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THE RISK OF LOSS IN TRADING COMMODITIES CAN BE SUBSTANTIAL. YOU SHOULD CAREFULLY CONSIDER
WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. FUTURES TRADING INVOLVES A HIGH DEGREE OF RISK, INLCUDING LIQUIDITY RISKS,
NO SECONDARY MARKET EXISTS, RESTRICTIONS ON REDEMPTIONS AND THE RISK OF FOREIGN SECURITIES.
Tables and charts prepared by EMC Capital Advisors. Performance represents all accounts traded in the EMC Classic Program, net of fees. The EMC Classic Program
does not reflect the performance of any one account, but rather a combination of the historical performance of multiple accounts and portfolios with varied fee
structures. Therefore, an individual account and a particular trading portfolio may have realized more or less favorable results than the composite indicates.
Data derived from Backstop Barclay Group. Prior to October 1, 2013, accounts were managed by EMC Capital Management, Inc., the predecessor of EMC Capital Advisors, LLC.
EMC Classic Program Track Record (1985 to present)
EMC has traded global markets for 35 years, successfully navigating some of the worst financial market periods in modern history. The systematic
strategies employed by EMC allow the Classic Program to profit during market crises by taking long and short positions
in a wide variety of financial and commodity futures. By profiting during the worst periods for traditional asset classes,
EMC's Classic Program adds true diversification to an investment portfolio.
EMC Classic Program Portfolio
Index Glossary Any available index returns are hypothetical and do not represent the results of actual trading of Investable Products, and as such, do
not represent actual past performance and are not indicative of any specific investment. Index returns do not reflect any fees, expenses or sales charges.
The Content (including any of the output derived from any analytic tools or models) is not intended to predict actual results, which may differ substantially
from those reflected. It is not possible to invest directly in a financial index. Exposure represented by an index is available through instruments based on
that index. Start date range for EMC Classic VAMI chart above based on Soc Gen CTA Index inception date January 2000.
BTOP50 CTA Index: The Barclay BTOP50 Index is designed to represent the performance of CTA programs in the Barclay-Hedge database representing at
least 50% of total assets in all CTA programs that are open to new investment. To qualify for inclusion in the index the program must be open to new investment,
the manager must be willing to report daily returns, the program must have two years of performance history, and the program CTA must have at least three years
of operating history. The index calculation methodology is such that the index performance represents the return of a hypothetical portfolio comprising an equal
dollar allocation to each index constituent at the beginning of each calendar year. For 2023 there are 20 funds in the Barclay BTOP50 Index.
Soc Gen CTA Index: The Soc Gen CTA Index calculates the net daily rate of return for a pool of 20 CTAs selected from the largest managers open to new investment.
It is equal-weighted and reconstituted annually.
S&P Total Return Index: The S&P 500 Total Return Index is an unmanaged free-float capitalization-weighted index which measures the performance of 500 large-cap
common stocks actively traded in the United States, and which are chosen by Standard & Poor's based on industry representation, liquidity, and stability. The stocks in
the Index are not the 500 largest companies, rather the index is designed to capture the returns of many different sectors of the U.S. economy. The Total Return
calculation includes the price-plus-gross cash dividend return.