309 SE Osceola St., Suite 350, Stuart, FL 34994 info@dunncapital.com 772-781-3290

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Past performance is not necessarily indicative of future results. The potential for profit is accompanied by the risk of loss.

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PHILOSOPHY

We are committed to disciplined
investment management and
putting customers first.

Over time, all markets exhibit trends which can be identified and profitably exploited by applying an evidence-based systematic approach.

We believe disciplined data-driven investment management strategies developed using scientific methodologies are superior to discretionary strategies in the long-run.

Investors’ interests are fully aligned with ours. We do not charge a management fee and are invested alongside our clients in the same strategy (10% AUM is proprietary).

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RESEARCH DRIVEN

The scientific process, applied to
financial data, guides all of our
methodologies

We foster a firm culture of constant improvement through rigorous self-scrutiny and relentless pursuit of innovation.

Our Research Team is comprised of 5 dedicated professionals (three Ph.D.’s), supported by a database engineer, an IT architect and coders.

We maintain a highly disciplined research process utilizing an advanced simulation platform developed in-house. R&D efforts are primarily focused on new alpha generation techniques and enhanced risk control processes.

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STRATEGY

WMA is a diversified, 100%
systematic, trend following
program.

The World Monetary and Agriculture (“WMA”) program is a quantitative, statistical and 100% systematic strategy that extracts profits from up and down trends, with no long or short bias.

WMA is a fully diversified program encompassing a portfolio of equity, fixed income, currency, energy, metal, agricultural and volatility futures markets.

The WMA program utilizes a dynamic risk-management methodology that gears portfolio value at risk to current market conditions and recalibrates this target daily.

EXPLORE DUNN