Overview

McMillan prefers to manage client money through separately managed accounts. We have found this to be beneficial to investors for a number of reasons when compared to a hedge fund structure*:

Better liquidity terms

  • Accounts are individually managed, not commingled with other investors

  • Assets are held at a brokerage firm in your name. McMillan only has trading authority

  • No lock-up periods

  • No redemption fees

Increased transparency

  • You receive full disclosure of trading activity in your account

  • Daily position updates

  • Monthly brokerage statements

  • Quarterly management reports from McMillan

*It should be noted that McMillan Analysis Corp. has been registered as a Commodity Pool Operator (CPO) since May 2019 and is currently operating a commodity pool, Littleton Managing Partners.


The McMillan Edge

McMillan Asset Management provides a research-intensive strategy backed by significant live trading history

  • Extensive experience managing risk through all major market cycles – from the “Nifty Fifty” period of the 70’s and subsequent long bear market that followed, through to today’s QE induced bull market

  • A deep understanding of trade structuring and the unique behavior of options around large market moves

  • Repeatable, rules-based trading approach that removes emotion and “opinion” from the process.

*There is an unlimited risk of loss associated with selling options. The Volatility Capture strategy involves the selling of naked put options or put option credit spreads. There is considerable risk in such transactions if the underlying should fall by a large amount in a short period of time. The premium from the written options will most likely not be able to completely compensate for that risk. Risk management strategies in the form of long volatility derivatives are employed, but there is no guarantee that the risk protection will actually work. In other words, the ownership of volatility is designed to protect the naked puts in the case of a sharp, sudden drop in the stock market. However, there is no guarantee that volatility will, in fact, increase when the stock market drops.

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