SpreadEdge Capital, LLC
Diversified Seasonal Spread Program
Principal(s): Darren Carlat
Strategy: Systematic Diversified Spread Trading
Statistical Reports are Subscription Based
Trading Description, Risk Strategy & Background
The Program is primarily discretionary, but includes systematic components to assist in trade selection and risk management. In employing its trading system methodology, the Advisor analyzes both fundamental and technical factors of the markets in which the Advisor trades.
Effective risk management, such as the use of stop-loss orders, is a crucial aspect of the Programs, and the Advisor will at times employ risk management techniques in its discretion. However, prospective clients are cautioned that by their nature, these risk management techniques are not guaranteed to limit losses to pre-determined amounts, so there is no assurance they will be effective during the times they are employed.
SpreadEdge Capital, LLC operations are managed by DARREN CARLAT, who is the sole owner and controlling member of
SpreadEdge Capital. Mr. Carlat became a listed principal and associated person of SpreadEdge on October 21, 2014.
In March of 2010, Mr. Carlat finished initial development efforts on a seasonal spread trading strategy which he has continually
refined and enhanced as he has used it for his own trading activities. This seasonal spread strategy has become the basis for the
programs described.
From February 1986 to February of 2018, Mr. Carlat was employed in various capacities with Frito-Lay, Inc., a large snack food
producer and distributor that is a global division of PepsiCo North America. Mr. Carlat most recently served as its Senior Director
of Supply Chain Planning in Plano, Texas. His responsibilities included distribution planning and execution.
Mr. Carlat has recently retired from Frito-Lay Inc. and currently operates SpreadEdge Capital full time.
Performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROR | Max DD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.33% | -0.08% | -2.48% | 4.76% | 2.01% | -0.92% | 2.30% | – | – | – | – | – | -0.08% | -7.75% |
| 2025 | 0.55% | -1.05% | -0.05% | -4.76% | 2.99% | 2.47% | 1.03% | 2.37% | 0.37% | -0.88% | -2.76% | 4.99% | 5.00% | -5.81% |
| 2024 | -3.12% | -1.68% | 2.27% | 0.76% | -2.78% | 1.82% | -0.86% | 0.09% | -5.99% | -0.64% | 0.54% | 0.13% | -9.34% | -9.94% |
| 2023 | 4.71% | 3.67% | 2.42% | -1.15% | 1.03% | -1.78% | 4.58% | 5.55% | 1.79% | -4.03% | 2.70% | 2.10% | 23.31% | -4.03% |
| 2022 | 3.38% | -2.87% | -9.66% | 3.94% | 9.42% | 2.92% | -4.11% | -1.23% | 2.34% | 4.98% | 0.50% | 2.81% | 11.62% | -12.26% |
| 2021 | -4.69% | -3.87% | 2.04% | -5.89% | -0.16% | 3.93% | -2.04% | 2.75% | 0.30% | -2.94% | 1.31% | 1.97% | -7.59% | -12.16% |
| 2020 | 5.39% | 1.16% | 7.02% | 4.06% | -0.93% | -4.74% | 0.34% | -2.71% | -3.10% | -0.59% | -0.79% | -4.14% | 0.22% | -15.60% |
| 2019 | 5.17% | 2.69% | 0.52% | -0.67% | -0.32% | -2.71% | 3.58% | 0.06% | -8.66% | 4.87% | 3.80% | -0.78% | 6.92% | -8.81% |
| 2018 | 3.43% | 4.79% | 23.76% | -6.01% | 15.24% | -0.64% | 4.81% | -6.96% | 3.54% | 13.01% | 0.69% | 10.39% | 83.07% | -6.96% |
| 2017 | 26.22% | 0.02% | -6.77% | 15.60% | -0.85% | -6.26% | 1.20% | -9.51% | -16.32% | -7.65% | 9.63% | 7.58% | 5.56% | -34.23% |
| 2016 | -27.94% | -2.52% | 2.15% | 3.09% | 4.67% | -14.86% | 14.20% | 8.96% | 22.10% | 15.85% | 9.66% | -22.01% | -0.76% | -34.08% |
| 2015 | 1.31% | 14.48% | -2.46% | -6.36% | -5.36% | -1.52% | -17.02% | 8.59% | 18.72% | -11.33% | 2.65% | 2.45% | -1.52% | -29.36% |
| 2014 | – | – | – | – | – | – | – | – | – | – | – | 8.77% | 8.77% | 0.00% |
Track Record Compiled By: CTA Services
Accounting Notes: Effective February 1, 2019, leverage was decreased by approximately 1/3 by reducing the number of trades placed and the number of lots traded per account. All results starting in February 2019 compared to inception through January 2019 therefore should reflect a proportional reduction.
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. THERE IS A RISK OF LOSS IN FUTURES TRADING.