Our Approach

An active management style prioritizing calculated activity and rotation, operating on a framework built to capture exposure to the strongest trends while systematically avoiding underperformers.

Management Style

A strong departure from passive allocation, we put forward a model which when optimized can achieve very attractive results in both absolute and relative terms.

Active Management

The cornerstone of our strategy, the foundation which empowers us to both pursue high-conviction opportunities and steer away from emerging risks. It is with our flexibility which we can dynamically adapt to developing market conditions and generate alpha.

Swing Trade Approach

Our rotational strategy leverages a swing trade framework, constantly looking to reallocate capital into opportunities exhibiting strong relative momentum. Majority of portfolio models hold positions anywhere between 1-12 weeks in duration.

Focused Portfolio

We find that when managing a smaller basket of goods, very carefully chosen, diversified and at moderate weightings, our risk-reward is optimized. We typically hold up to 12 positions simultaneously, with an average weighting ranging between 6-10% of the portfolio.

A Boutique Framework Built To Create An Edge Through Activity

We believe exceptional performance stems from a strong model, astute perspectives, decisions rooted in analytical conviction, and discipline to strategy. While many firms function on generalized models or passive allocation frameworks aimed at tracking benchmarks, we develop an edge through our hands-on management style. Integrating fundamental and quantitative insights within our semi-systematic process, we operate on a system designed to consistently outperform and weigh probabilities in our favor.

Core Pillars Of Operation

Rooted in our identity, take a look into the key drivers behind our approach to investment management.

Defensive in nature, respecting risk management as a discipline which promotes long-term outperformance through calculated exposure.

With an investment approach centered around risk management, our efficiency in tolerating and mitigating risk is embedded within our process, constantly adjusted to align with the ever-changing dynamics of the market.

In investing, it is a common misconception that greater risk equals greater reward. The relationship is rarely linear, which makes it our job to find inefficiencies and maximize the potential return for every unit of risk we take on.

Following the ideology of letting winners run while cutting losses early, we consistently generate greater risk-adjusted returns through a range of strategies.

Effective practices we follow:

Risk and Expected Value modeling
Stress testing
Portfolio diversification

Position sizing and Dollar Cost Average
Timely entry and exit strategy
Profit taking and stop-loss

Making use of the latest technology to enhance performance, reduce inefficiencies, and scale insight.

These are exciting times to be applying innovative technology to investment management, and we believe ignoring this fact would serve counterproductive and detrimental to our progress down the line.

Our ambitious thinking requires innovation which we must personally construct. Following the idea that 'If it was so easy everyone would do it', we don't rely on off-the-shelf systems and open-sourced models. Instead, we collaborate across our team to design the tools we need, built around how we think and how we invest. Combining the custom-built tools, proprietary models, and real-time analytics which drive our investment execution, we attempt to effectively bring structure to complexity, allowing our team to act decisively with better information and reduced friction.

We are deeply committed to scale. When we find something that works, we construct systems with the purpose of scaling and repeating our strategy with consistency. Ultimately, we use technology to build custom solutions which equip our process with the data and proprietary quantitative research to make better decisions in all faucets of investment management.

Active management as a vehicle for outperformance through timely and efficient rebalancing.

Recognizing when an investment no longer aligns with strategy, whether through cutting losses early or taking profits, frees up capital to reallocate into better opportunities. Our effective rebalancing and repositioning practices play a key role in generating alpha and improving risk-adjusted returns over the market.

There are some basic truths and strategies to portfolio management which can not be put to use without active management. Following a framework with a focus on catching the majority of market upside while avoiding majority of downside, we use our ability in identifying overbought/oversold conditions and strength/momentum periods to best achieve such.

Fundamental to performance, our rotational practices promote exposure to the market’s leaders while avoiding the laggards. This repeatable process allows us to continuously avoid areas that weigh down the market and passive strategies, positioning ourselves to generate consistent alpha over time.