Investment Strategy

At NOMAD Capital Group, LLC we operate a Long-Short Focused Investment Strategy. Our investment objective is to help minimize the impact of the negative compounding effect on our clients’ accounts in volatile years and maximize the portfolio return with the least amount of assumed risk possible. This strategy is not tax-efficient by nature.

The Long-Short Focused Investment Strategy consists of three components:

I. COT Contrarion Strategy

COT Contrarian Strategy is a turn-picking strategy that utilizes leveraged index ETFs and sector ETFs for long-short positions based on maximum crowded positioning as shown on the Commitment of Traders (COT) Report. The position entry and exit timing and position size (risk) management is based on positioning and price action divergence trade signals. The allocation percentage of this strategy up to 50% of the total portfolio. This strategy is a mid-term trading program by nature.

II. Trend Following Strategy

Trend Following Strategy focuses on finding stocks that have the highest probability of a breakout with a sustainable trend. Stock selection focuses on bellwether, hyper growth, and turn-around companies that offers asymmetrical risk/reward. The stock selection is based on market sentiment, fundamental, and technical analysis. The position entry and exit timing and position size (risk) management is based on technical analysis signals. The allocation percentage of this strategy ranges from up to 100% of the total portfolio. This strategy is a long-term investing program by nature.

III. Options Strategy

Options Strategy focuses on two main sub strategies: Covered Call/Protective Put Strategy and Long Call/Put Strategy. Covered Call Strategy will focus on generating synthetic dividends and lowering cost basis on existing positions in the Thematic Contrarian Strategy and the Stock Alpha Strategy. Protective Put Strategy will focus on protecting the existing positions’ unrealized gains. The Long Call/Put Strategy will be used as an asymmetrical position sizing strategy to increase position size on existing profitable positions with limited additional risk exposure. The position entry and exit timing and position size (risk) management is based on the underlying position’s global macroeconomics, fundamental, and technical analysis. The allocation percentage of this strategy will be limited to 5% of the total portfolio. This strategy is a complementary strategy to the two main strategies and is a short-term trading program by nature.

NOMAD Capital Group, LLC is a registered investment adviser in the States of Washington, California and Texas. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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