Quantitative Asset Management & Treasury
Institutional-grade management of the firm's internal capital reserves across long-term structural compounding and systematic tactical execution.
50/50 Barbell Mandate
Balances a "Forever Core" of wide-moat structural bottleneck compounders with a "GARP Satellite" of high-ROIC dividend growth equities and fixed-income / Closed-End Fund (CEF) yield instruments.
Quantitative Swing & Calendar Systems
Deploys rule-based tactical models utilizing multi-timeframe stacked moving average structures, Relative Volume (RVOL) institutional participation filters, RSI momentum regimes, and systematic Turn-of-the-Month (TOTM) seasonality execution.