OUR ETHOS
- Dynamic Portfolio Management: We rebalance and adjust risk based on market volatility.
- Proactive Positioning: We strategically take positions ahead of company earnings reports.
- Diversification: We focus on building a diversified portfolio for risk-adjusted returns.
- Probability-Based Investing: We trade based on favorable risk-to-reward scenarios, not speculation.
- Risk Awareness: We incorporate pre-emptive risk management at the portfolio construction stage.
- Scenario Analysis: We practice reactive risk management to navigate shifting market conditions.
- Actionable Planning: We maintain a ready-to-deploy watchlist to adapt to changing opportunities.
- Aligned Incentives: Our fee structure (0/2/20) ensures our success is aligned with our investors' outcomes.
- Proven Track Record: We delivered an average annual return of 43% in 2023 and 2024.
- Adaptive Trading: We follow market opportunities, adapting our strategy to where the money flows.
- U.S. Equity Focus: We believe U.S. equities offer unparalleled opportunities for growth and risk management.
WHAT WE DO
Our proprietary investment process is designed to deliver superior returns while minimizing risk. Key elements include:
- Macroeconomic Analysis: Establishing a portfolio bias based on market conditions.
- Data-Driven Guardrails: Defining parameters to guide decision-making.
- Equity Screening: Identifying outperforming companies with strong momentum.
- Quantitative and Qualitative Analysis: Assessing financials and operational performance.
- Price Hypothesis Testing: Evaluating key drivers of potential price movement.
- Momentum Identification: Leveraging catalysts for price action.
- Volatility Management: Using historical data to anticipate market pressures.
- Risk Mitigation: Structuring trades to minimize risk and generate insurance-like credits.
- Correlation Management: Selecting highly uncorrelated positions to diversify risk.
- Technical Analysis: Forecasting price movements for optimal trade execution.
- Liquidity Assessment: Ensuring significant liquidity for efficient trade execution.