Blue Creek Capital Management
Global Opportunities Program
Principal(s): Bill Baruch
Strategy: Fundamental / Quantitative / Diversified
Investment Restrictions: 4.7 Exempt - QEPs Only
Statistical Reports are Subscription Based
Trading Description, Risk Strategy & Background
The Global Opportunities trading program uses a top-down method, beginning with a fundamental approach, digesting quantitative data, and rounding out with technical analysis. The program seeks value in short- and long-term fundamental expectations using a proprietary multifactor "quantimental" trend & mean-reversion model. The Advisor will look to current and future central bank policy shifts, anticipate economic data trends, and assess the macro landscape at large. Expressing a view in markets will also include an assessment of current and future supply-demand imbalances with a favorable risk/reward ratio in the market.
The Global Opportunities program only trades exchange listed futures and options on futures contracts. Asset classes include metals, equities, energies, interest rates, currencies, and agriculture. Each asset class is assigned specific fundamental triggers.
Blue Creek's analysis considers * Sentiment * Future and Central Bank Policy Shifts * Anticipated Trend of Economic Data * Supply and Demand Dynamics * Macro Themes
N/A
After an initial start in the investment banking industry, Bill quickly left for the fast-paced world of commodity trading at Lind-Waldock in 2007. On the back of running his own trade desk at MF Global from 2009-2011, he became the Chief Market Strategist at iiTrader. Blue Line Futures was created in 2017 with the goal to provide actionable, consistent, and reliable research across the futures sector. In order to provide a wealth solution for existing and new relationships, Bill founded Blue Line Capital in 2019. A year after, Bill incorporated Blue Creek Capital Management. As the president of the company, he manges the Global Opportunities Program. He is a frequent contributor on CNBC, Bloomberg, Fox Business, Kitco News, and other financial outlets for which he authors content while sharing his latest market outlooks.
Performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROR | Max DD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.41% | 0.24% | -6.10% | 6.21% | 2.19% | -10.16% | – | – | – | – | – | – | -3.25% | -10.16% |
| 2025 | 10.01% | -10.48% | -6.57% | 4.38% | -4.47% | 2.42% | -1.15% | -5.16% | -3.23% | -1.36% | -0.70% | -0.67% | -17.06% | -24.61% |
| 2024 | 0.46% | 1.15% | 7.08% | 0.57% | 9.33% | -3.85% | 6.04% | -1.30% | 10.41% | 4.71% | -0.67% | -6.98% | 28.60% | -7.61% |
| 2023 | -20.22% | 8.97% | 6.58% | 0.97% | -0.93% | -2.47% | 6.15% | -10.55% | 4.02% | 4.15% | 7.38% | 1.66% | 1.52% | -20.22% |
| 2022 | – | – | – | – | – | -6.17% | 8.05% | 1.49% | 2.35% | 9.46% | 8.17% | -2.35% | 21.76% | -6.17% |
Track Record Compiled By: Turkey Trading Partners
Accounting Notes: Pro-Forma Proprietary Performance from January to May 2022 adjusted for a 2% Management Fee and a 20% Incentive Fee.
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. THERE IS A RISK OF LOSS IN FUTURES TRADING.