Maximum capital appreciation for investors seeking superior long-term growth with higher risk tolerance. Designed to outperform the Russell 2000 index through systematic small and mid-cap equity investing.
Achieve long-term superior capital appreciation with a higher level of risk than the general market. The strategy seeks to outperform the Russell 2000 benchmark index over a complete market cycle, typically three to five years.
Limit drawdowns during adverse market conditions through systematic hedging strategies when our proprietary models identify elevated risk environments.
Portfolio constructed using our proprietary multi-factor model comprising 8 factors including momentum, quality, and value. Focuses on US Small and Mid-cap stocks from the Russell 2000 universe.
Strategy shifts between leverage (to magnify returns) and hedge positions (to protect capital) based on market model signals, reviewed monthly for volatility exposure.
Disciplined rebalancing implemented quarterly to maintain target allocations, with hedge and volatility exposure reviewed monthly to adapt to changing market conditions.
Employs short volatility trades for magnified directional market exposure when models indicate high probability of market uptrend, reviewed monthly.
This portfolio is designed for investors with high risk tolerance seeking maximum growth potential. Expected volatility is significantly higher than the general market.
Target allocation reviewed quarterly with hedge and volatility exposure adjusted monthly based on market conditions and risk tolerance: