AP1, the first Swedish National Pension Fund, selects The Bornhoft Group as one of its approved strategic hedge fund partners.
The Bornhoft Group celebrates its 25 year anniversary as a company solely specializing in actively managed multiple-CTA portfolios.
Equinox Fund Management (The Bornhoft Group is a co-founder) launches the first actively managed multi-CTA mutual fund.
Thomas J. O’Donnell III joins The Bornhoft Group as a Principal & Director of Global Business Development. Tom directs the institutional marketing campaign and client correspondence activities.
Mr. O’Donnell has been an institutional investor in managed futures, an institutional marketing person who has sold managed futures, and someone who has worked for one of the largest Futures Commission Merchants (FCM’s) in the world.
The Bornhoft Group celebrates its 20-year anniversary as a company specializing solely in actively managed multiple-CTA portfolios.
Equinox Fund Management (The Bornhoft Group is a co-founder) creates the first US publicly-registered managed futures fund with daily liquidity, combined with a family of managed futures funds (i.e., multiple series).
The Bornhoft Group is a co-founder of Equinox Fund Management, a firm that structures and manages alternative investment products for the affluent investor.
Institutional Allocation to The Bornhoft Group: Business Development Bank of Canada and Tricycle Asset Management utilize The Bornhoft Group as the trading manager for multiple-CTA Portfolios.
The Bornhoft Group is one of the founding members of Morningstar Hedge. Morningstar Hedge is a joint venture with Morning Star, Inc., an Illinois corporation. The first objective is to establish a set of dominant, globally recognized style benchmark indices and corresponding investment products for hedge and managed futures fund strategies. The second objective is to develop global standards and practices for investors in alternative investments. The company intends to provide internationally branded, objective rating and analysis/measurement services to the global investment market on hedge and managed futures funds. These objectives are intended to provide the foundation to become the dominant provider of content and information on hedge and managed futures funds. The company did not commence operations.
The principals of The Bornhoft Group are contributing authors to Searching for Alpha – The Quest for Exceptional Investment Performance (Wiley, 2000).
Via a first-of-its-kind agreement with Managed Account Reports, Inc. (MAR), The Bornhoft Group creates the MAR Trading Advisor CTA Index and launches the Managed Account Reports Trading Advisor Index Fund. The fund was the first to provide indexed managed futures investment opportunities based on the detailed CTA information collected by MAR.
The name of the company is changed to The Bornhoft Group Corporation.
In addition to the numerous articles contributed to leading financial publications over the years, Richard Bornhoft is a contributing author to The Handbook of Managed Futures – Performance, Evaluation and Analysis (McGraw-Hill, 1997).
Institutional Allocation to The Bornhoft Group (originally named Hart-Bornhoft, Inc.): The Bornhoft Group is one of three investment advisors selected by Bank of Montreal for its multiple-CTA fund.