Smart Vol Portfolio
|smahrt vol  pawrt-foh-lee-oh| noun

A three-pronged approach to generating tax-efficient, predictable growth.

A three-pronged approach to generating tax-efficient, predictable growth.

Our multi-strategy hedge fund combines a Quantitative Managed Volatility system with a systematic long equity and discretionary multi-asset class trading strategy to deliver consistent returns to our investors. The fund offers accredited investors and institutional clients stable returns from a transparent, multi-strategy fund, liquidity, cash yield, tax efficiency, and an attractive fee structure.

Our Fund Incorporates 3 Complementary Strategies:

Quantitative Managed Volatility

Our volatility arbitrage strategy is based on a proprietary model that captures inefficiencies in the options and futures markets around global indices. The effect of our algorithm is a dynamic, elastic, and consistent yield that can be reinvested in the core equity portfolio to further growth. Our Quantitative Managed Volatility System may also be used to generate a targeted, predictable yield outside of the fund structure.

Long-Only Equity

Our management team has developed a system for identifying fast-growing companies that share characteristics proven to outperform benchmarks over long (15-20 year) cycles. In the fund, we couple this core equity component with exposure to shorter term trends leading markets. All positions are selected using a consistent quantitative process to ensure continuity in the portfolio.

Discretionary Long/Short Multi-Asset

Our management team uses the science behind our Managed Volatility System to identify unique opportunities across asset classes and regions on a discretionary basis. We then focus on quantification and a strong risk/reward relationship when selecting positions or trades. Our discretionary long/short approach gives us the agility to take advantage of rapidly changing market dynamics.

Family Office Services

Private Equity

Business Consulting

Investment & Portfolio Management

Smart Vol Portfolio

Designed by AMF Creative

Hours & Location

9am-5pm | Monday-Friday

7 Church Lane, Suite 12, Baltimore, MD 21208

Email

parkridge@ParkridgeCo.com

Hours & Location

9am-5pm | Monday-Friday

7 Church Lane, Suite 12, Baltimore, MD 21208

Designed by AMF Creative