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CONTRARIAN COMMODITIES - September 2022
CONTRARIAN COMMODITIES - September 2022
CONTRARIAN COMMODITIES - September 2022
COMMODITIES
COMMODITIES
A Deep Value Commodity Fund A Deep Value Commodity Fund
INVESTMENT OVERVIEW
Contrarian Commodities, LP (“Contrarian”) is an opportunistic deep value commodities fund. The trading approach is part
systematic, part discretionary and generally counter-trend. It incorporates both a fundamental and a technical understanding of the
markets and seeks to exploit distressed situations with lopsided market positioning and situations experiencing extreme fear and
panic. It was co-developed by long-time industry veteran Randy Samelson and his son Lincoln. Contrarian’s investment objective
is long-term risk-adjusted capital appreciation by gaining exposure to a basket of commodity futures contracts and options.
Contrarian believes it is uniquely situated as a commodity investor and manager due to its deep value investment philosophy,
proprietary trading methodology, and long-term strategic orientation.
*Net of 0.5% management fees and a quarterly incentive fee equal to 25% of profits. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS
Program is the same as Contrarian Commodities Program below. COMMODITY TRADING INVOLVES SUBSTANTIAL RISK OF LOSS
*Independently compiled by Compliance Supervisors International, Inc. This proprietary account is PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS
adjusted to reflect an annual management fee of 0.5% and a quarterly incentive fee equal to 25% of profits. COMMODITY TRADING INVOLVES SUBSTANTIAL RISK OF LOSS