Investment Research
Advising
Advising
Our track record
2021
2020
January
January
Main Fund Launch
Net long 100%
Long:
Diversified Equity Portfolio
Diversified Equity Portfolio
February 19-20
February 19-20
Zero Long (Main Fund Allocation: 0%)
Net short 10% of AUM
Short:
S&P 500 Futures
S&P 500 Futures
February-March
February-March
Levereged short
Short >100% of AUM
Short:
S&P 500 Futures and Options
WTI Crude Oil Futures
S&P 500 Futures and Options
WTI Crude Oil Futures
March 12-13
March 12-13
Main Fund equity allocation
Long 6% of AUM
Long:
Big Tech Equities
Big Tech Equities
March 24
March 24
Main Fund Equity Allocation
Long 10% of AUM
Long:
Diversified Equity Portfolio
Diversified Equity Portfolio
April 6
April 6
Main Fund Equity Allocation
Long 20% of AUM
Long:
Diversified Equity Portfolio
S&P 500 Futures
Diversified Equity Portfolio
S&P 500 Futures
Apr 21
Apr 21
YTD return: +866,7%
April-June
April-June
Main Fund Equity Allocation
Long 30% of AUM
Long:
Diversified Equity Portfolio
S&P 500 Futures
Diversified Equity Portfolio
S&P 500 Futures
Jun 12
Jun 12
YTD Return: +1008,3%
Jun 25
Jun 25
Main Fund Liqudation
During the meeting, the investors decided to liquidate the Main Fund and capital withdrawal
April
April
Equity Portfolio Strategy Launch
Long:
Diversified Equity Portfolio
Diversified Equity Portfolio
June
June
YTD Return: +27,89%
Equity Portfolio 2021Q2 Performance
Long:
Diversified Equity Portfolio
Sharpe Ratio – 5.85
Sortino Ratio – 13.09
Diversified Equity Portfolio
Sharpe Ratio – 5.85
Sortino Ratio – 13.09
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