Blue Creek Capital Management
Metals Alpha 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
Blue Creek Capital Management, LLC's Metals Alpha Program uses a top-down method, beginning with a fundamental approach, digesting quantitative data, and rounding out with technical analysis. The Advisor will look to current and future central 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. While Blue Creek is a CTA, Metals Alpha utilizes a quantimental trend & sentiment approach that stems from the Trading Principal's discretion on asset class selection, sizing, and execution. This program trades metals which is assigned specific fundamental triggers and trade structures are designed to limit risk without taking outright short option positions in the market. The Metals Alpha program only trades exchange listed futures and options on futures contracts.
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 | 3.91% | 3.55% | -3.35% | 0.02% | 1.04% | -11.94% | – | – | – | – | – | – | -7.46% | -13.99% |
| 2025 | 10.35% | -2.76% | 8.64% | 2.65% | -0.16% | 4.26% | 3.46% | 1.78% | 7.28% | 1.73% | 2.29% | 4.40% | 52.85% | -2.76% |
| 2024 | -6.88% | -6.18% | 14.11% | 0.54% | 11.34% | -2.92% | 0.58% | 2.03% | 8.81% | 3.86% | -10.85% | -2.88% | 8.78% | -13.42% |
| 2023 | – | – | – | 1.38% | -4.48% | -5.56% | 7.02% | -2.03% | 0.03% | -0.98% | 5.86% | 2.40% | 2.95% | -9.79% |
Track Record Compiled By: Turkey Trading Partners
Accounting Notes: Pro-Forma Performance is based on metals trades only. The returns are extracted from live trading within Blue Creek's Global Opportunities program by its manager Bill Baruch. It is estimated that metals make up 40% of the program's allocation, and this weighting is reflected in the stated performance.
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. THERE IS A RISK OF LOSS IN FUTURES TRADING.