Welcome to Attainable Alpha

A Commodity-Focused Investment Fund

ATTAINABLE ALPHA FUND

Attainable Alpha Fund is a multi-advisor Managed Futures Fund registered with the National Futures Association as a Commodity Pool. Along with diversification when combined with traditional equity and bond portfolios, investors receive access to:

• Diversified set of asset classes with a focus on commodities
• Commodities including oil and gas, metals and grains
• Financials including stocks, bonds and currencies
• Expert management team with disciplined investment process
• Best-in-class commodity trading advisors
• Demonstrated track record

WHY ATTAINABLE ALPHA?

Attainable Alpha’s funds are allocated to a diverse group of individual Commodity Trading Advisors (CTAs) and/or Commodity Pools that are managed by CTAs who invest in both U.S. based and international regulated futures markets. These markets are diversified among stock indices, bond and interest rate markets, currencies, and physical commodities (grains, meats, metals, energy, etc.).

Each manager has undergone an extensive due-diligence process before being allocated any assets of the fund.  This includes an in-depth qualitative and quantitative analysis of their investment philosophy, process and performance track record.  And most importantly we seek to understand the key people at the firm and how they have added value—the Alpha edge.  Primary factors considered in making allocations are the manager’s long term track record, assumed risk levels, markets traded, style of trading, and correlation both with the stock market and other managers.

The three principals of Attainable Alpha, Chris Carabell, Aaron Kneas and John Murphy, select the managers and determine the allocations.  The team oversees the managers to make sure they are performing in line with expectations and replace them when they are not meeting expectations and actively seek new best of breed managers for consideration.

COMMODITY TRADING ADVISORS

  • Adalpha Capital Management

  • Cayler Capital Management

  • Commodity Asset Management

  • Covenant Capital Management, LLC

  • Gresham Investment Management

  • JE Moody & Company LLC

  • Revolution Capital Management

WHAT ARE MANAGED FUTURES?

Managed Futures give investors the potential to profit in rising or falling markets and are not directly correlated to equity returns, fixed income, real estate, or any other asset class.

Managed Futures funds have a long history of providing returns independent of other financial markets and has historically done well in crisis periods for the stock market such as the 1987 crash, the Long Term Capital Management blow up in 1998, the tech stock bubble bursting in 2000, and the financial crisis in 2008. 

They are alternative investments which rely on professional investment managers known as Commodity Trading Advisors (CTAs), who specialize in trading both long and short exchanged-traded futures contracts in markets across the world.

The Attainable Alpha fund has exposure to financial markets, including stocks, bonds and currencies. The fund also includes physical markets such as energy, metals, livestock, grains, and softs (coffee, sugar, cocoa).

LEARN MORE ABOUT MANAGED FUTURES

  • Ten Reasons to Consider Managed Futures

  • In Search of Crisis Alpha

Aaron Kneas

Aaron has over 20 years of experience in the financial services industry.  In addition to healthcare investment banking, Aaron is a Registered Investment Advisor for Arete Wealth Management and a co-founder of Attainable Alpha. Mr. Kneas has extensive knowledge in all aspects of investing and strongly believes in “alternative investments”.

Aaron holds the following securities licenses: Series 79, Series 22, Series 3, Series 30, and Series 63. He is also a Chartered Financial Analyst and earned a BA degree in Economics from DePauw University.

John Murphy

John is the President and sole Principal of JTM Investments, an Introducing Broker registered with the NFA since 1989.  In this capacity he assists individual traders in evaluating and executing trades in a variety of futures markets.  In addition he is a Principal with Attainable Alpha, LLC and works closely with Aaron Kneas  and Chris Carabell in evaluating Commodity Trading Advisors and determining the allocation of funds for Attainable Alpha’s Commodity Pool.

John holds a BA in Political Science from the University of North Carolina at Chapel Hill.

Chris S. Carabell

Mr. Carabell has over 25 years of experience in the investment management industry. Prior to joining Attainable Alpha, LLC, Mr. Carabell was Managing Director, Head of Business Strategy and member of management committee for the Endowment and Philanthropic Services unit and TIAA. The unit was responsible for managing a $2.5 billion multi-manager outsourced endowment solution. Prior to TIAA, Mr. Carabell served in various capacities at Bank of America Merrill Lynch. His last position was Managing Director, Global Wealth and Retirement Services where he was responsible for launching and leading a multi-managed DB pension solution. Prior to Bank of America, he was Senior Vice President, Investments at Liberty Asset Management Company, where he was responsible for the management of the “All Star Funds”, a billion-dollar multi-manager closed end mutual fund group. Prior to that he was Director of Investments for the Boy Scouts of America $1.0 Billion pension plan and the $250 million Endowment. He has been featured in Amelia Kassei’s book “Super Searchers on Wall Street”.

He is a graduate of Baylor University, BA in Finance and Economics and Southern Methodist University with an MBA.

Contact us to speak with a general partner today.

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