The Challenges of Capturing the Cloud

In 2008, we were up 44% running a margin equity average of 7.1%. That's good territory. If I wasn't doing that, if my methodology didn't work in that situation, I would have ran a subpar return. When we see those situations, we appear to be doing just as well or even better. In periods like 2011 or 2009, very similar in that you had a lot of government intervention, you had those extraneous forces on trends that destroyed trends and made it very choppy. Those are the challenging times for CTA's.

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