Commodity Trading Advisor (CTA) & Commodity Pool Operator (CPO)
We have a diverse team encompassing multiple disciplines (including tech infrastructure, data science, and mathematics) who have been working together for more than five years. Below are selected bios of our leadership team:
Howard Getson – Chief Executive Officer
Howard founded this company in 2017 and has been trading for over 20 years. Howard’s prior company, IntellAgent Control, was an Inc. 500 A.I. company and won an IBM/Lotus Beacon Award for best business application. Howard holds an M.B.A and J.D. from Northwestern University and received his B.A from Duke University.
Before becoming an entrepreneur, Mr. Getson had a corporate legal practice. He served two terms as Chairman of the Computer Use and Technology Section of the Dallas Bar Association and has served on the technology committees of two major Dallas law firms. Mr. Getson served seven terms on the Board of Directors for the Entrepreneurs’ Organization (“EO”) in Dallas, and he served on the EO International Board of Directors from 2001 to 2004.
Derek Ainsworth, CAIA – Portfolio Manager & Client Services
Derek is the Portfolio Manager of the Capitalogix Absolute Return Fund. He has been involved in many aspects of fund activities including, daily trading operations, research evaluation, strategy development, and risk management. In his previous role, he served as the Product Manager of Data Science and as a trading analyst. He holds a Series 3, and is registered as an Associated Person.
Mr. Ainsworth earned his B.S. in Finance and Economics from the University of Nevada.
Shane Nugent – Chief Compliance Officer
Shane began the practice of law in 1987. In 1998, he co-founded Intelligent Learning Systems, Inc. where he and his co-founders developed a patented AI-based learning system for NASA. In 2000, he received a NASA Space Act Award for that invention.
Mr. Nugent earned a B.A. in Economics and Business Administration from Knox College. He received his J.D. from Northwestern University Pritzker School of Law, where he served as Executive Editor of the Journal of Criminal Law and Criminology.
Sean J. Vallie – Director of Investment Operations
Mr. Vallie has almost 20 years of trading experience, and is involved in all the facets of the trading process including trading strategy development, testing, research, compliance, and execution. He is registered as a Principal and as an Associate Person with the NFA, and holds a Series 3 registration.
Mr. Vallie received his B.B.A. from the University of North Texas, and has been working with Howard Getson for 15 years.
Our Investment approach
Capitalogix Investment Management (CIM) utilizes a combination of advanced artificial intelligence, disciplined mathematics, and state of the art portfolio construction & risk management to execute trading decisions.
We believe that markets are constantly changing, and that the increasing number of algorithms and competitors looking for an edge will increase the volatility and noise already inherent in trading. As a result, we believe in leveraging a multi-model framework and constant innovation to drive long-term performance.
Our systems and our performance have near-zero correlation to the underlying markets.
Long And Short Exposure
Our systems make an approximately equal amount of trades both long and short the markets we trade.
Our approach allows us to maintain a stable volatility range regardless of market condition.
Capitalogix Absolute Return Fund
Capitalogix Absolute Return Fund leverages AI and Quantitative systems to trade Futures Markets. It targets attractive risk-adjusted returns through a proprietary investment process currently focused on investing in a diversified portfolio of futures contracts.
The Fund seeks returns uncorrelated to the underlying markets over a multi-year period, and to maintain a stable volatility level.
It was launched at the beginning of 2020, and is only offered to Qualified Eligible Persons, as defined in CFTC Reg. 4.7.
Capitalogix Investment Management (“CIM”) is a Commodity Pool Operator and Commodity Trading Advisor registered with the Commodity Futures Trading Commission (“CFTC”) and is also a member of the National Futures Association (“NFA”). CIM’s registration is effective pursuant to an exemption that limits clients and investors to those who are Qualified Eligible Persons as defined in CFTC Regulation 4.7. This website has not been reviewed or approved by the CFTC or the NFA and shall not be construed as a recommendation to buy or sell commodity futures or options on futures, and is not an offer to invest in any CIM fund or strategy. Futures, options, and swaps trading involves substantial risk of loss and is not suitable for all investors. Therefore, investors should carefully consider their financial condition before deciding whether to invest. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.