Purpose-Built for the Commodities Era

Founded in 2013, Wellington Legacy Capital was established to serve a clear mission: to unlock alpha in global commodities markets through a disciplined, risk-managed approach. Born in the aftermath of the global financial crisis and amid shifting macroeconomic dynamics, our firm was built to serve investors seeking diversification, inflation protection, and non-correlated returns.

From inception, our focus has been sharp and unwavering—commodities options and futures trading with a deep emphasis on capital preservation and risk-adjusted performance. Over more than a decade, we’ve grown into a trusted investment partner for institutions, family offices, and sophisticated individual investors.

Our Journey: 12 Years of Disciplined Growth

2013–2015:
We began with a focus on agricultural commodities and energy markets, using a discretionary trading model informed by macroeconomic fundamentals and seasonal cycles. Early outperformance during a period of declining commodity prices validated our hedged, options-based strategies.

2016–2019:
Our strategies expanded to include metals and broader index exposure, supported by proprietary volatility models. We introduced systematic overlays and enhanced portfolio analytics. A strong focus on risk management allowed us to thrive during periods of elevated geopolitical tension and dollar volatility.

2020–2024:
In a new era of inflationary pressure, global supply chain realignment, and record commodity volatility, our platform demonstrated exceptional resilience and growth. We delivered some of our best returns during this period, capitalizing on energy market dislocations, precious metals trends, and cryptocurrencies

Investment Strategy: Blending Insight with Structure

Performance Track Record

From 2013 to 2024, we have delivered:
• +263.4% cumulative net return
• 21.2% annualized net return
• Sharpe Ratio of 1.52
• With consistently low drawdowns, even during periods of market turmoil

Our performance has outpaced traditional benchmarks like the Bloomberg Commodity Index (BCOM), which returned -2.6% over the same period.
Our core edge lies in actively managed strategies across energy, metals, and agriculture, powered by:
• Options and futures trading with dynamic hedging.
• Hybrid investment methodology combining discretionary macro analysis and systematic signal generation.
• Volatility harvesting through structured option writing and long-vol tail hedging.
• Capital allocation models that respond to supply-demand fundamentals, technical indicators, and geopolitical developments.

Risk Management Culture

Risk is not just managed—it is anticipated. Our strategies are underpinned by rigorous scenario testing, options-based downside protection, and real-time portfolio monitoring. We preserve capital with the same intensity we pursue gains.

Client-Centered Values

We serve a broad spectrum of institutional and accredited investors, offering:
• Transparent reporting
• Liquidity-focused strategies
• Long-term alignment through co-investment and performance-based compensation
We operate with agility, adapting to changing conditions while maintaining core discipline and downside protection.

Vision Forward

As global supply chains evolve and inflationary forces reshape asset classes, we remain committed to innovating within the commodities space. Our goal is simple: to stay ahead of cycles, protect our clients’ capital, and continue to outperform.