Acorn Global Investments, founded in 2005, is an alternative investment manager that identifies early stage opportunities in global futures markets. Our objective is to deliver long-term capital appreciation with low correlation to equity, bond and real estate investments. With institutional infrastructure and extensive experience, we serve institutions, advisors and individuals from around the world. Acorn has two offices in Canada, located in Oakville, Ontario, and in Montreal, Quebec.
Markets are dynamic, with an open and rich ecosystem where many known and unknown elements continually interact and influence each other. Understanding, and accepting this instills in us respect and humility for the complexity of markets.
Rather than knowing why a market “should” move, our philosophy is to step back and observe markets for early evidence of actual movement. Such potential opportunities present themselves as the elements, relationships, feedback loops, and lags that influence market movements evolve, change and organize over time.
Our research and experience has shown benefits to filtering opportunities by environment and condition. The probability, magnitude and frequency of the success or failure of these opportunities all vary based on such environments and conditions.
Balancing the opportunities, conservatively sizing our exposures, and continually monitoring the portfolio helps to ensure that we deliver on our volatility target. Recognizing that losses occur regularly, we have an exit process defined and in place every day for every investment. This way, losers get naturally eliminated while winners stay.
Acorn’s success comes from our team’s experience and dedication to the continuous evolution and improvement of our research, trading, operations and communications. We have the infrastructure and the technology to offer true diversification and results – yet we’re the ideal size to move quickly and seize opportunities.
Jason Russell, CFA
President and Chief Investment Officer
As President, Jason promotes and oversees the systematic and efficient execution of operations, business development and compliance.
As Chief Investment Officer, he ensures that Acorn remains focused on its mission of maximizing returns for our investors. Jason developed the core systems and strategies that continue to be refined and improved upon today. He oversees trading and execution and works closely with the research team to continually innovate and test research ideas.
Jason is a Chartered Financial Analyst (CFA) with over 25 years of investment experience and education. He is a member of the Alternative Investment Management Association (AIMA) where he has served on the Research and Education Committee and is the current Co-Chairman of the Managed Futures Committee.
Partner – Research
Nicholas is directly involved with all aspects of Acorn’s investment and trading research. He develops and tests ideas related to signal generation, risk management, data integrity and portfolio construction. He is also responsible for Acorn’s data, technology and trading infrastructures. This involvement provides assurance that implementations of research ideas are accurately seen through to active production and trading operations.
Nicholas has over 25 years of experience in alternative investments and is a member of the Alternative Investment Management Association (AIMA).
Trader and Quantitative Analyst
Alexis assists in the day-to-day execution of Acorn’s trading process including signal generation and order execution. Further, he manages Acorn’s price database and bespoke applications for liquidity analysis, market impact, reconciliation, and data visualization. He also assists in quantitative modeling and tool development in support of Acorn’s research and trading. Working closely with our data and technology providers, he continually tests and retests our infrastructure to ensure that upgrades and changes are implemented smoothly.
Alexis earned his Masters of Science in Applied Finance with a major in Financial Engineering from the University of Quebec.
Peter Kong, MBA
Accounting, Operations and Compliance
Peter is responsible for the day-to-day operations of Acorn’s funds. He works with our onshore and offshore accounting, audit, custodial, dealer and administrative service providers. Peter assists in maintaining Acorn’s daily trading reconciliations, NAV reconciliations as well as our daily risk and compliance routine. He also ensures that the necessary controls are in place and adhered to, in order to process anti-money laundering (AML) and Know Your Client (KYC) compliance procedures. Peter has an MBA and over 15 years’ experience in fund accounting, financial reporting and derivatives.
Investor Services and Operations
Lisa works closely with our administrator, dealers and advisors to support our day-to-day operations. She is responsible for investor communications, managing our website and handling inquiries from investors and prospective investors. In addition, she compiles risk and compliance reporting on internal procedures and monitors the credit of our external partners. Finally, Lisa acts of our office manager for the Oakville head office location.
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Our detailed monthly report provides you with the transparency to see what we hold, monitor our processes and learn where our returns are coming from.
You will also find our commentary on currency, energy, bond, equity, metals and agricultural markets.
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THERE IS A RISK OF LOSS. The Acorn Diversified Program is managed by Acorn Global Investments Inc.