Stewards Spectrum Fund

OBJECTIVES

The fund was built to provide actively managed exposure to cryptocurrency assets. The fund aims to outperform both bitcoin and the crypto 100 index with the intention of achieving long term capital appreciation.

STRATEGY

The investment team employs an actively managed investment strategy driven by fundamental and quantitative analysis. We seek to generate alpha in two main ways, namely assets selection and market-timing. Through appropriate asset selection the fund will hold long positions on assets expected to outperform the general market and short positions on assets expected to underperform. Through appropriate market-timing the fund will increase allocations to cryptocurrencies during market uptrends and conversely increase the allocation to cash and stablecoins during market downtrends.

Performance Statistics & Benchmark Comparisons

$100,000 invested in Our Model Portfolio at inception returned a value of ($476,763.94) as of December 31^st, 2022, compared to a BTCUSD return of ($224,338), Crypto Index return of ($278,404) and S&P 500 return of ($117,718).

The Model Portfolio performance displayed is net of management and performance fees. The performance was achieved based on live trading within a segregated account.