Sherwood Forest Alternative Fund | Ticker Symbols SFCMX SFCPX

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Sherwood Forest Updates

Market Commentaries are Provided for Informational Purposes Only

Sherwood Forest Bi-Weekly Report | Market Commentary

February 21, 2012 -

Market Commentary

The market environment has completely changed from the volatile, trendless environment in 2011 to a low volatility trending one in the beginning of 2012. Informal research since the turn of the calendar reveals that the last three years have been the worst environment for trend followers for many years. The Managed Futures Category, which is a collection of diversified Trend Following strategies, suggests that it was the worst three year period since the inception of their index, dating back to 1994. Some will read this anecdotal evidence and suggest that Trend Following, as an investmen...

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Sherwood Forest Bi-Weekly Report | Market Commentary

Market Commentary

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Market Review and Commentary, Bi-Weekly Report

February 1, 2012 -

Market Commentary

We waited until today to produce our bi-weekly report so that we could have a clean look at the important month-end charts. The price action reversal in the monthly charts from the downside that occurred during the second half of 2011 is now showing signs of reversing back to the upside. During the previous cyclical bear markets of this decade, no signs of a reversal occurred, until the cyclical bear ran its course with the major averages at significantly lower levels. We do not speculate as to why this reversal occurred, but we understand that global central bank intervention may have h...

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Reviewing Sherwood’s Objective, New-Year Marketing Conditions

January 17, 2012 -

Market Commentary

I am more than happy to close out 2011 and am carefully monitoring the price evidence as we welcome in 2012. There are significant changes appearing as the new year rolls in. Since late Summer of 2011, I have noted the change of the primary trend to the downside for the first time since this important price trend turned up during the Q2 of 2009. Today the primary trend remains down. But there is underlying evidence that suggests that the primary trend may be at risk of changing again to the upside. I am seeing indications of a reversal in the primary trend that did not appear in the...

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“The Year that the Sheriff of Nottingham Captured and beat Robin Hood”

January 3, 2012 -

Market Commentary

The title of this report compliments on our theme at Sherwood Forest Capital Management, which is to bring a sophisticated investment strategy to investors of all sizes. Our strategy is a non-correlated strategy that seeks profits in both up and down markets, while controlling portfolio drawdown in volatile sideways markets. The most challenging concept of a strategy such as ours, is the non-correlation aspect. Some investors are not used to having a different performance record than the overall markets that are reported in the news each day. One must be able to remove themselves from ...

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Special Report: Important Price Formation of 2011

December 14, 2011 -

Market Commentary

Reviewing the 2011 time frame; It may be difficult to see on this chart, but one should notice the extreme difference of the daily price ranges in the first half of 2011, as compared to the second half. As 2011 began, we noted that the emerging markets were weakening and have continued to do so all year. It wasn’t until the dramatic decline in the July/August time frame did the domestic markets finally begin to show weakness. Since then, daily price volatility has been extreme. No directional move has been allowed to continue, before harshly reversing its direction. But now we have enough...

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Financial Markets Update

December 5, 2011 -

Market Commentary

While we do recognize the potential trend higher in the short term, we do not yet see the longer term primary trend change to the downside being threatened at this point. I have stated since August that the long term evidence suggested the that the July/August decline in the markets had done enough damage to the cyclical bull market to indicate a change of the primary trend to the downside. That conclusion is drawn by observing multiple indicators acting in unison. Although the RSI has recovered from its mid-line break to the downside, the price of the S&P 500 remains below a downwa...

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Fund Advisor

Sherwood Forest is an SEC Registered Investment Advisory firm. We employ an investment strategy which seeks gains in bull markets and bear markets alike. Our strategy uses price and technical analysis rather than fundamental analysis. We believe we are markedly different than many other investment products due to our lack of directional bias. Please review our Advisory website and contact us if you have questions or comments.

Mutual Fund

Sherwood Forest Alternative Fund is an Open Ended mutual fund available at several nationally recognized broker dealers. Such broker dealers include Schwab, TD Ameritrade, Fidelity, Pershing and several others. The objective of the mutual fund is long-term capital appreciation, through seeking profits during bull markets and bear markets alike. The Mutual Fund exclusively utilizes ETFs to gain exposure to a wide variety of asset classes. Such asset classes include domestic equities, international equities, commodities, fixed income and currency.

Sherwood

Performance for the Month of January, 2012: Path Volatility Program vs. VXX iPath S&P 500 VIX (ETF) | Path Volatility http://t.co/l01c2klQ
Market Review | Bi-Weekly Commentary #constantcontact http://t.co/sjS3dQRc

FINRA

FINRA Foundation and NFL Player Engagement Team Up to Assist Players Avoid Investment Fraud - http://t.co/nrn8FEOC
FINRA Warns Investors of Email Hack Attacks - http://t.co/Gzv2mjvm

SEC Investor

Investor Alert: SEC Warns of Government Impersonators http://t.co/qFeUOGIk
RT @SEC_News: News release: SEC Charges China-Based Executives with Securities Fraud: FOR IMMEDIATE RELEASE 2012-31 Washingto... http:/ ...

Important Disclosure Performance data quoted represents past performance; the Fund's past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-673-0550.

Investors should consider the Fund's investment objectives, potential risks, management fees and charges and expenses carefully before investing. This and other information is contained in the Fund’s prospectus, which may be obtained by calling 1-800-673-0550. Please read the prospectus carefully before investing. Distributed by First Dominion Capital Corp., Richmond, VA. Member FINRA.

Important Disclosure About Risk There are risks associated with this Fund that may differ from other funds. Since the Fund invests in ETFs, the Fund will be subject to substantially the same risks as those associated with the direct ownership of the securities comprising the index on which the ETF is based and the value of the Fund’s investment will fluctuate in response to the performance of the underlying index. When investing “short”, the Fund may utilize enhanced ETFs, which are composed of various derivatives, designed to profit from a decline in the value of an underlying benchmark. As such, the portfolio is exposed to short sales risk and derivatives risk. Because the market price of a security sold short could increase without limit, the Fund could be subject to a theoretically unlimited loss. Further, because derivative instruments may be purchased by the Fund or an underlying ETF for a fraction of the market value of the investments underlying such instruments, a relatively small price movement in the underlying security may result in an immediate and substantial gain or loss to the Fund or underlying ETF. Derivatives are often more volatile than other investments and the Fund or underlying ETF may lose more in a derivative than it originally invested in it. Additionally, to the extent the Fund invests in enhanced ETFs that seek to provide investment results that match a negative multiple of the performance of an underlying index, the Fund will indirectly be subject to the risk that the performance of such enhanced ETF will fall as the performance of that enhanced ETFs benchmark rises – a result that is opposite from traditional mutual funds. The Fund may experience portfolio turnover between 500% and 700% on an annualized basis. High portfolio turnover rates could result in an increase of brokerage commissions and increased expenses to the Fund, which could negatively impact Fund performance. High portfolio turnover could also result in an increase in taxable capital gains distributions to the Fund’s shareholders. The Fund may also invest in foreign securities, which may involve financial, economic or political risks that are not ordinarily associated with investments in U.S. securities. Each of the preceding risks is discussed in the prospectus. Any hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Information on this web site is directed toward U.S residents only. This site and any information herein does not constitute an offer to sell, or the solicitation of an offer to buy any securities and must not be relied upon in connection with any investment decision.

This site and any information herein does not constitute an offer to sell, or the solicitation of an offer to buy any securities and must not be relied upon in connection with any investment decision.

Definition of the S&P 500 Index: A market-value weighted index of the 500 largest stocks in the US markets maintained by Standard & Poor Corporation. Generally considered to be a benchmark of the overall US stock market.

Definition of the Morningstar Managed Futures Mutual Fund Category: Morningstar Managed Futures Mutual Funds: Mutual Fund Category with 54 funds classified as Managed Futures strategies by Morningstar® as of 12.31.11. Morningstar publishes reviews and commentary of mutual funds for individuals and corporations.

Definition of the IASG Trend Following Index: The Trend Following Index is based on the performance of roughly 275 investment programs which utilize Trend Following. IASG Indexes are generated daily based on CTA manager-supplied sector focus, investment strategy and performance. To participate in the IASG CTA index, a program must have a minimum track record of 3 year's performance. Other indexes require a minimum two year track record. Strategy-based indexes require the program's composition be more than 50% of the specific strategy.

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