A portfolio overlay isn't always the goal.
Sometimes you want access to its engines — directly.

The NovoDyn Relative Values Program incorporates systematic components that power the NovoDyn Structural Alpha framework — available here as a standalone investment program for investors and advisors who want direct access to the strategy without the broader portfolio overlay structure. Rules-based and focused on quantitative market patterns within U.S. regulated futures and securities markets, the Program's strategies are designed to operate independently of broad market direction — some through offsetting hedged structures, others through statistical relationships that revert over time, but none through deliberate, directional market exposure.

Systematic Trading Programs

NovoDyn Relative Values Program

A standalone systematic futures trading program focused on structural pricing patterns across U.S. regulated futures and securities markets — designed to derive returns from quantitative market patterns rather than directional exposure.

Trading futures involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results.
Program Specifications

NovoDyn Relative Values Program

Program Type
Standalone systematic futures program
Structure
Positions are designed to operate independently of broad market direction — some through offsetting hedged structures, others through statistical relationships that revert over time, but none through deliberate, directional market exposure
Primary Focus
Quantitative market patterns across U.S. regulated futures and securities markets
Market Scope
Any U.S. regulated futures or securities market meeting liquidity and execution criteria
Nominal Unit Value
$100,000
Fee Structure
1% annual program fee plus, for Qualified Client accounts, a 20% performance fee assessed on net positive returns, subject to a high-water mark and the terms of the applicable disclosure documents. For Non-Qualified Client accounts, an annual flat fee of 1.75% of assets under management applies in lieu of the performance fee. The Program does not reference an external benchmark.
Relationship
to Structural Alpha
Component of the broader Structural Alpha framework, available as a separate futures-only allocation
How the Program Works

A Systematic Approach to Market Structure

The Program continuously evaluates structural pricing patterns across U.S. regulated futures and securities markets. Positions are established only when predefined spread conditions and return thresholds are met — the Program does not enter trades to remain active.

Rather than relying on directional market forecasts, all positioning is governed by observable pricing patterns and structural conditions within the futures markets. Every position is generally established with offsetting exposures at entry.

Trade selection, execution, sizing, and exit are governed by systematic, rules-based processes designed to maintain consistency and discipline across varying market environments.

The Program derives returns from structural market dynamics — not from predicting market direction.

Risk Discipline

Non-Directional Exposure and Defined Controls

The Program is designed to operate independently of broad market direction — some strategies through offsetting hedged structures, others through statistical relationships that revert over time, but none through deliberate, directional market exposure. Margin utilization, execution conditions, and spread behavior are monitored continuously through systematic controls.

Risk management is governed by predefined parameters designed to maintain consistency and discipline throughout the trade lifecycle. All trades are executed via remote servers monitored continuously.

Relationship to Structural Alpha
Program

A Related but Separate Program

The NovoDyn Relative Values Program incorporates the systematic components of the NovoDyn Structural Alpha framework, but is offered independently for investors and advisors who prefer a separate, futures-only allocation rather than a portfolio-integrated structure.

This allows market participants to access NovoDyn's systematic trading capabilities without attaching the program to a broader portfolio structure. For investors or advisors seeking the full capital-efficiency framework — futures-based market replication plus the systematic overlay — see the NovoDyn Structural Alpha Program on the Advisor Solutions or Investors pages.

Important Compliance Disclosures

Strategy Risk. References to "non-directional," "low-correlated," "structural pricing patterns," and "quantitative market patterns" describe the program's design objectives and do not imply the absence of risk. The strategy may experience significant volatility and losses during periods of market stress, spread widening, or unexpected correlation shifts. These conditions can change rapidly, and there is no assurance the strategy will profit from identified patterns. Non-directional positioning does not guarantee reduced risk or positive returns in any market environment. Firm/proprietary trading experience and limited early investor participation should not be viewed as indicative of future results.

Derivatives, Leverage, and Instrument Risk. The Program's strategies involve the use of derivatives, embedded leverage, futures options, securities options, and exchange-traded funds (ETFs) as selective tactical instruments. These approaches can increase portfolio volatility, magnify losses, and introduce risks — including margin risk, collateral risk, basis risk, liquidity risk, time decay, assignment risk, tracking error, and execution risk — not associated with traditional, cash-only investment portfolios. Options positions are subject to expiration, time decay, and the risk of total loss of premium paid. ETFs and options, when used, serve as tactical instruments within the overlay, not as the primary strategy vehicle. Collateral assets may decline in value simultaneously with overlay losses, compounding overall portfolio impact.

Operational and Fee Disclosures. References to "rules-based," "systematic," or "structured" implementation describe the program's operational methodology and do not imply reduced risk or predictable outcomes. The terms "portable alpha" and "return stacking" are used descriptively and do not imply guaranteed positive returns. NovoDyn generally earns incentive compensation only when account performance exceeds the high-water mark provisions, applicable to Qualified Client accounts as defined under SEC Rule 205-3. For Non-Qualified Client accounts, an annual flat fee of 1.75% of assets under management applies in lieu of a performance fee. For investors not represented by a financial advisor, a 1% annual program fee also applies. Fee structures may vary by program and investor type. Prospective investors should review the applicable Disclosure Document for complete fee terms before investing.

General Disclosure and Registration. This website is for informational purposes only and does not constitute an offer to sell or solicitation to buy any commodity interest or security, and should not be relied upon as investment advice. Any offer will be made only through official offering documents, which should be carefully reviewed before investing. This website is intended solely for residents of the United States and does not constitute a solicitation or offer to any person in any jurisdiction outside the United States, including the European Economic Area. NovoDyn Advisors, LLC is registered with the CFTC as a Commodity Trading Advisor, is a Member of the National Futures Association (NFA ID #0435960), and is registered as an Investment Adviser (CRD #156451). Registration does not imply a certain level of skill or training. Trading futures and derivatives involves substantial risk of loss, is not suitable for all investors, and past performance is not necessarily indicative of future results.