Tons of Alternative Investment Content

Recognitions

Don’t just take our word for it. Have a look at the industry accolades.

2017 Global Macro / Managed Futures / Multi Strategy – Best 1 year Return (3rd place)
MacNicol Absolute Return Fund

2020 Global Macro / Managed Futures / Multi Strategy – Best 1 year return (3rd place)
MacNicol Alternative Asset Trust

2020 Global Macro / Managed Futures / Multi Strategy – Best 3 year return (2nd place)
MacNicol Alternative Asset Trust

2020 Global Macro / Managed Futures / Multi Strategy – Best 3 year Sharpe Ratio (3rd place)
MacNicol Alternative Asset Trust

2022 Private Equity – Best 5 year return (2nd place)
MacNicol Emergence Fund

2022 Private Equity – Best 3 year return (3rd place)
MacNicol Emergence Fund

2022 Global Macro / Managed Futures / Multi Strategy – Best 3 year Sharpe Ratio (3rd place)
MacNicol Alternative Asset Trust

2023 Private Equity – Best 5 Year Return (3rd place)
MacNicol Emergence Fund

2024 Private Equity – Best 5 Year Return (3rd place)
MacNicol Emergence Fund

Disclaimers

• Advisory services are provided by MacNicol & Associates Asset Management. The firm is registered as an investment advisor with the United States Securities and Exchange Commission (SEC) and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
• You should consult with a professional advisor before implementing any strategies discussed. All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed any particular benchmark.
• Alternative investments are speculative and involve a high degree of risk. Investors could lose all or a substantial portion of their investment. Investments may be illiquid, and there may be significant restrictions on transfers. Alternative investments may be leveraged, and their performance may be volatile. These investments may involve complex tax structures.
• Model returns have inherent limitations, especially the fact that they do not represent the performance of any particular client. Actual clients’ accounts may be managed differently in response to changes in economic conditions, account restrictions, and/or the client’s investment objectives. Hypothetical performance results may not be as reliable as actual returns from clients’ accounts. All results are presented net-of-fees and include dividends and capital gains.
• In constructing actual portfolios for clients, we might deviate from the asset allocation and investments utilized in this model. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
• The MAAM Pro Equity Model was developed, evaluated, and backtested by MacNicol & Associates Asset Management US, LLC. Results for the overall model are backtested and are net of all fees that will be charged to a client. Investing involves risks, including the potential loss of principal. The model that gave rise to these backtested performance results is one that the adviser is now using in managing clients’ accounts. All figures in this deck are net of all fees, and expenses.
• *The MAAM U.S. LLC returns are in US Dollars and all returns are net of all fees. Model returns are backtested results and may not represent actual returns for an investor moving forward.