Dunn Capital Management
WMA Institutional
Principal:
Martin Bergin
LT Trend Following / Revsersal
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Month Performance
+3.09%
Aug 2026
YTD Return
+7.60%
Through Aug 2026
AUM
$879,000,000
Assets Under Management
Overview
WMA Institutional is a fully diversified 100% systematic medium to long-term trend following program, encompassing a portfolio of financial, energy, metal and agricultural futures markets. WMA Institutional is a compounded growth strategy. The investment objective is to extract profits from up and down trends, resulting in a return stream that exhibits very low correlation with traditional asset classes. WMA Institutional targets 1/2 the volatility of DUNN's flagship WMA Program and is expected to average ~11.5% annually over time (vs. ~23% for the standard WMA Program).
Program Details
| Inception Date | Nov 2011 |
| Trading Style | Trend Following |
| Holding Period | Long Term, Medium Term |
| Markets Traded | Stock Indices, Currencies, Financials, Metals, Energy, Agriculturals, Meats, Softs |
| Margin | 12% |
| Minimum Investment | $25,000,000 |
| Management Fee | 0.00% |
| Performance Fee | 25.00% |
This is a snapshot only. Investors should read Disclosure/Offering documents to determine suitability of investment.
GROWTH OF $1,000 VAMI
Program vs. Autumn Gold CTA Index
About the Autumn Gold CTA Index:
The Autumn Gold CTA Index is a non-investable index comprised of performance from CTA programs included in the Autumn Gold database and does not represent the complete universe of CTAs.
Hypothetical growth of $1,000 based on reported monthly returns.
PERFORMANCE SUMMARY
Annual Returns (Net)
| YEAR | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| RETURN | +4.50% | +4.94% | -8.69% | +26.83% |
Maximum Drawdown Since Inception
-16.08%
Past performance is not indicative of future results.
Investor Eligibility
What is a QEP?
A Qualified Eligible Person (QEP) is an investor or entity that meets the eligibility requirements described in CFTC Regulation 4.7. The applicable requirements vary by investor type and may include financial, portfolio, professional, or institutional qualifications.
This information is provided for general reference only. QEP status is
self-identified here and should be determined by reviewing the applicable
regulation and, when appropriate, with your professional advisers.
FUTURES, OPTIONS, CRYPTO, AND FOREX TRADING INVOLVES RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.