Trader mentality, analyst framework – that’s how we operate here by combining both to tactfully trade and invest across asset classes globally.

A top down approach that employs macro, fundamentals, technicals and our proprietary market-timing models allows us to trade cross-asset, long or short, with any time horizon and trade structure. 

We are opportunistic capitalists who are after returns. So, if that sounds like you, keep reading.

Our “alpha is not static” framework gives us the flexibility to trade across multiple asset classes and strategies. 

Our views are that most investors are trapped as they paint themselves into a corner with one strategy or market view which causes: confirmation bias and missed opportunities. 

We operate with an Absolute Return approach – any asset class, situation, long or short. 

This approach allows us to construct portfolios in any market cycle regardless of asset class or strategy.

• If we think the markets are set to sell off hard, we deploy a strategy for that. 
• If commodities are set to rally, we devise a plan for that. 
• Micro-cap stock flow dead? Not a problem we’ll trade momentum. 
• Turn around situation? We’ll dive into the balance sheet and analyze the situation. 
• Short squeeze on a meme stock? Great, we’ll look at that and analyze whether it makes sense. 

We have a plan to protect and grow our capital regardless of the market environment and we share that each week in our DeltaOne Membership.

It’s called the FOPT Portfolio Management approach.

The FOPT Model: It combines the Absolute Return mindset with a Top Down, Cross-Asset Approach. We use that to build a long/short portfolio with a mix of short-term, medium-term and longer-term investments.