McElhenny Sheffield Capital Management was recognized on May 14, 2026 by The Hedge Fund Journal CTA and Discretionary Trader Awards in the Trend Following – Equities, Best Performing Fund over 3 Years as of December 31, 2025, for its MSCM Trend X strategy.
The Hedge Fund Journal’s annual awards honor the world’s top-performing funds and manager strategies in the managed futures and discretionary trading space. Funds and strategies are evaluated over specific timeframes to track longer term performance.
Grant Morris of McElhenny Sheffield Capital Management says of the honor: “I am very proud of our Trend X strategy and the recognition we have received by The Hedge Fund Journal and the marketplace.”
Visit www.mscm.net to learn more about us and our strategies. MSCM paid compensation for using the third-party rating.
Past performance is not indicative of future results. Investing involves risk and principal loss is possible. MSCM’s Trend X strategy uses leveraged ETFs and the use of leverage in a strategy will increase volatility and can exacerbate the movements of the account values in both directions up and down, depending on market movements. MSCM manages the Trend X strategy for investors in separately managed accounts.
There can be no assurance that tactical strategies will be implemented as designed, or profitable, or that clients will not lose money. The tactical strategies use a variety of market indicators and stop levels that seek to identify upward or downward trends in the U.S. equity markets. If an indicator or stop level fails to detect significant downturns in the market, the strategy will continue to be exposed to underlying positions that could lose value during such downward periods. Similarly, if the indicators fail to timely identify a reversal of a downward trending market, the strategies will continue to be exposed to defensive Exchange Traded Funds (ETFs) at a time when there is significant appreciation in the equity markets. Either scenario could result in the strategies underperforming other strategies that do not employ these strategies. There can be no guarantee the tactical strategies will correctly or timely identify the industries, sectors, or asset classes that will outperform during a given quarter or that the strategies will correctly or timely identify market trends. The tactical strategies invest in other investment companies and ETFs which result in higher and duplicative expenses. Investing in ETFs are subject to risks that the market price of the shares will trade at a discount to its net asset value (NAV), an active secondary trading market will not develop or be maintained, or trading will be halted by the exchange in which they trade. The information contained in this article has been obtained from sources believed to be reliable; however, its accuracy, completeness, and timeliness cannot be guaranteed. Any opinions or estimates reflect the author’s judgment as of the date of publication and are subject to change without notice.