|
|
|
Returns are after all implied fees including 5c/share transaction fees,
SEC fees, management and administration fees of 1.95% |
| Returns | LFF | S&P500 | LFF vs S&P500 |
|---|---|---|---|
| Last Week | -1.34% | 1.29% | -2.63% |
| Last Month | 1.14% | 3.06% | -1.92% |
| Last 3 Months | 4.32% | 8.23% | -3.91% |
| Last 6 Months | 13.83% | 19.75% | -5.92% |
| Last Year | 1.40% | 23.07% | -21.67% |
| Last 2 Years | 17.29% | 27.26% | -9.98% |
| Last 3 Years | 47.24% | 50.78% | -3.54% |
| Last 5 Years | 44.33% | 31.61% | 12.73% |
| Since Inception | 247.78% | 45.02% | 202.76% |
| (Annualized) | 10.38% | 2.99% | 7.39% |
| Symbol | Name | Price | Shares | Value | % Fund |
|---|---|---|---|---|---|
| BIIB | Biogen Idec Inc | 213.22 | 1,870 | $398,721 | 11.34% |
| GILD | GILEAD SCIENCES | 52.88 | 7,450 | $393,956 | 11.21% |
| CELG | CELGENE CORP | 127.46 | 2,960 | $377,282 | 10.73% |
| CERN | CERNER CORP | 95.08 | 3,670 | $348,944 | 9.93% |
| WYN | Wyndham Worldwide Corp | 64.68 | 5,350 | $346,038 | 9.84% |
| Total | $1,864,941 | 53.05% |
Marketocracy Master Biography - Wayne Himelsein
Wayne is a founding member of Logica Capital Management, (“LCM”). Logica is based on a quantitative trading strategy that Wayne developed, managed, and evolved over the last 15 years. At LCM, Wayne heads the portfolio management team with a focus on directing the firm’s R&D and overall investment strategies, and engages with investors globally.
From 1995 to 1997, Wayne served as an equity trader at the Carlin Group. While at Carlin, he designed and built several proprietary trading strategies and risk management procedures. From 1997 to 1999, Wayne served as managing partner of Omni Capital Management and the General Partner of Omni Group Fund, LP, a limited partnership that invested in securities utilizing his analytical models and algorithmic trading system. Prior to forming LCM, from 1999 to 2012 Wayne served as managing partner of Himelsein Mandel Fund Management, LLC, the general partner of various funds. Most recently, from 2005 to 2012, Wayne managed HM Ruby Fund, LP, a limited partnership dedicated to taking advantage of the inefficiencies in actuarial pricing of insurance based products. At its peak, HM Ruby had a net asset value of over $300mm. In addition to his various roles, during the past 15 years, Wayne has continued to develop, evolve and refine his quantitative trading systems. These trading systems form the basis for the strategy of the Logica Funds. Wayne holds a BA from the University of California, Berkeley.
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