About White Gem Capital

White Gem Capital LLC's primary purpose is to act as the general partner for White Gem LP, which acts in providing investment opportunities to itself and its partners using a variety of risk diverse strategies.

These strategies primary include long, short, and market neutral equity strategies.  As a whole, these strategies are used to diversify the risk within the entire portfolio of investments over a variety of ever-changing market strategies.

Most of White Gem's strategies implore quantitative and statistical measures of probability maximize risk-to-return ratio while attempting to mitigate drawdowns.

Our mission

To provide a above average market returns using a variety of risk diverse strategies and discretionary trades.

Goals

Quantitative Systems and Discretionary Trading

WGC uses two distinct trading methodologies to implement its investment goals. One is based on a quantitative (quant) approach primary using mathematically models and an overarching market hypothesis. The other is discretionary which is based on market research, information gathering and interpretation, and idea generation. The quant trading models always supersede discretionary trading for capital allocation.

The purpose for discretionary trading is to take advantage of market opportunities that WGC can attempt to receive a good risk-to-return ratio, and yet still be within the paradigm. Sometimes discretionary trades are placed into the quantitative model's framework, to enhance risk management within the fund, and are labeled as such.

Simply put, discretionary trading exists apart of the fund to enhance investor's return and utilize capital. All discretionary trades assess risk based on the AUM of the fund.

 

WGC Trading Types

 

Fund Structure and Cash Flow

When you invest in White Gem LP you become a limited partner in the fund.  White Gem Capital, LLC manages the fund and is the general partner.

WGC Fund Structure

Special note about fund structure and cash flow:

A future implementation, to increase investor trust and capital security, will be to have a custodian.

The custodian will act on behalf of the investors, as an additional check-step. Any withdrawal of funds from the LP bank account will require duel signatures, one from the LLC and one from the custodian. Any deposit into the LP account will require the custodian to be notified, as the agent actively monitors the account.

To sign-off on any transfer the custodian has to know the purpose and destination of the capital transfer, and in most cases makes the custodian will directly make the transfer, completely outside the hands of the General Partner (a member of the LLC).

 

Fee Structure

 

Full Example in Table Form:

1

Initial Investment (1/1/2016)

$100,000.00

2

Annual Return

20.00%

3

Total Profits (12/31/2016)

$20,000.00

4

Investors Share of Profit (90%)

$18,000.00

5

Incentive Fee (10%)

$2,000.00

6

Minimum (>=50%)

Incentive Fee reinvested

$1,000.00

 

 

Full Example in Table Form Based on WGC YTD Return in 2016 as of 8/1/16 (106.73%) using a initial investment of $250,000:

1

Initial Investment (1/1/2016)

$250,000.00

2

Annual Return

106.73%

3

Total Profits (12/31/2016)

$266,825.00

4

Investors Share of Profit (90%)

$240,142.50

5

Incentive Fee (10%)

$26,682.50

6

Minimum (>=50%)

Incentive Fee reinvested

$13,341.25

 

 

Staff

Baron Kimble

Baron Kimble
Portfolio Manager
USA
@BaronKimble

Baron Kimble is the founding member of WGC. He has been the key component in the firm's strategies, risk, and portfolio management. He is involved in the execution and risk of every trade.

Mr. Baron Kimble has been trading for over eight years and started in the financial crisis of 2008. He has extensive knowledge in equities, options, bonds, and futures. He also ran a well-known blog and newsletter service with paying subscribers and had over 200% per annum returns for several years. In several contrarian calls he successfully predicted the fall of several equities such as: The fall of Molycorp, Inc (NYSE: MCP), and the rare earth mineral space in general; China MediaExpress (CCME); Fuqi International (FUQI); and the collapse of regional distressed banks such as Frontier Financial Corporation (FTBK).

Mr. Baron Kimble graduated with Magna Cum Laude with a B.S. in Business Administration with an emphasis in Accounting from Central Michigan University. He is also a Certified Public Accountant (CPA). He also holds a B.S. in Psychology with a strong emphasis in Neuroscience and Biochemistry from Michigan State University. Furthermore, he is has extensive knowledge in programming with several computer languages such as PHP, MySQL, and JavaScript (JQuery).

 


 

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