The risk management approach used by DRC relies strongly on diversification
across both markets and market sectors. This commitment to broad
diversification means that approximately 65% of the markets included
in our portfolios represent physical commodities, with the remaining
35% allocated to various global financial futures. While diversification
is the primary means of risk management, care is taken not to over-diversify.
Futures contracts are only included in the portfolio if they are
relatively uncorrelated with other markets in the portfolio or if
they contribute to maintaining a balance across market sectors.
The number of contracts of each futures market traded is determined
by Dynamic Risk Balancing. This involves adjusting over time the
number of contracts for each position such that the expected dollar
equity risk for trading any particular market is maintained at roughly
the same level as that of other open positions.
Due to the long-term nature of the trading system, the stop loss
orders for individual markets will sometimes be far from the current
market. This may expose portfolios to large equity swings, particularly
during periods when the markets are more highly correlated than
usual. While these equity swings are usually temporary, on occasion
they can lead to relatively large drawdowns.
Fractal mathematics asserts that risk cannot be conveniently managed
using standard statistical techniques. This view encourages us to
"expect the unexpected", and to be prepared for possibilities which
have not surfaced in either our research or past experience.
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