Our Service Providers
Common Problems
Are You Struggling to Grow Your Assets Under Management?
Well designed investment strategies target higher returns and build in protections against unexpected downturns and catastrophic events. Unfortunately, most managers have hard time growing assets due to::
- Long sales cycle
- Gate keepers and ineffient capital allocation
- Lack of marketing and distribution channels
- Operational complexity
- Regulatory environment
The Solution
CARL is an Investment Fund Infrastructure and Technology Platform
CARL through its platform, provides all the required infrastructure required to operate an investment fund. Our market-place and infrastructure services makes it easy to offer and invest in alternative investments.
- Managers grow AUM faster
- Digital distribution marketing channel
- Reduce sales cycle
- Direct to investor (B2C)
- Direct to advisor (B2B2C)
- Increase capital allocation efficiency
Win-Win
Providing an Operational Efficient Investor-Manager-Relationship
The CARL platform connects tech savvy investors that embrace technology with fund managers to generate benefits for both investors and fund managers. Reducing friction and accelerating capital allocation.
Investors
- CARL aggregates small investments from tech savvy investors that previously did not have access to hedge fund investments.
- Investors can invest at low minimums of $20K and build a diversified portfolio of sophisticated quant hedge fund strategies.
- Through CARL's mobile applications investors are able to find strategies that fit their risk tolerance and return expectations right at their fingertips.
Managers
- CARL white labels selected strategies and ensures that only the best investment opportunities are offered via our platform.
- The CARL platform automates marketing, onboarding, KYC, AML, accreditation, ID verification, banking integration, mid-office, back-office, complience, taxes, allocation, administration, etc.
- Managers are able to grow assets under management without having to rely solely on traditional institutional investors.
Our Strategies
Discover Our Alternative Investment Opportunities
CARL will partner with existing asset managers to make their investment opportunities available through its platform. Partners are evaluated on their operations as well as a scientific, data-driven evaluation of their investment strategies. The goal is to provide portfolios with low inter-fund correlation, high expected returns, and low equity market correlation. We strive to provide diversification and are constantly looking for managers with different and unique ideas.
Fitz Roy
Fitz Roy's primary objective is to generate superior returns while minimizing risk. The Fund seeks to achieve its objective by taking advantage of a proprietary investment product designed to identify short-term investment opportunities in portfolio holdings.
El Capitan
El Capitan's fundamental philosophy is based on the selection of global markets with the greatest inflow of capital at the present time. The strategy uses quantitative decision making techniques that measure the strength of the market based on the flow of capital.
MB Commodities Capital
MBCC uses forward looking cross asset arbitrage models to pick up on future demand trends that are yet to be priced into the Equity and Commodity market based on any economic cycle.
Teton
Cayler Capital LLC (CCL) is a systematic energy program that seeks to deliver growth, diversification, and preserve capital in the oil market via systematic discipline with fundamental analysis. CCL is focused on trading futures and options in the WTI, Brent, Gasoline, and Heating Oil markets.
Dynamic Factor Portfolio
Fuji employs the Dynamic Factor Portfolio Strategy (DFP) developed by our Co-Founder, Masao Matsuda, PhD and FRM as a result of his years of research as a Financial Risk Manager (FRM) at Nikko Securities and beyond....
Carthage Fund II
Carthage's primary objective is to achieve a weekly profit margin of +0.5-1% through the sale of options, collecting premiums, which is expected to compound to an annualized return in the range of +30-60%. Notably, our strategy yielded impressive returns of +194% in 2020, +149% in 2021, +30% in 2022, and +41% in 2023....
Denali
Denali's investments in US stocks allow this strategy to preserve capital in down periods and react quickly during strong uptrends. This defensive approach blends low-risk affinity with long-term return goals to create revenue streams.
K2
K2 blends behavioral finance and traditional valuation techniques to select stocks from the S&P 500. The fund strategy is quick to react to stock market ups and downs and aims at consistently generating profits.
Kilimanjaro
Energy, metals, agriculture - Kilimanjaro invests funds in futures spanning the entire commodities spectrum. Its market-neutral approach makes this strategy a perfect pairing with other uncorrelated or other more straight-forward strategies.
Olympus
Olympus uses three fully automated and complementary systems to generate returns. Unlike many hedge funds, this strategy takes full advantage of quant methods to generate revenue for its investors.
Victory Peak
Multiple systems compete for capital, emphasizing compound annual return while aiming to minimize drawdown. This strategy seeks to determine the current behavioral regime and apply capital only when the corresponding probabilities show a positive mathematical expectation.
Matterhorn
Matterhorn uses statistics to take advantage of the price actions of different securities. The strategy invests in financial instruments representing: US equities, US bonds and commodities.
Everest
A diversified, systematic multi-strategy vehicle, which aims to generate long-term absolute returns by creating layers of statistical agents across asset classes through different signals, universes and frequencies.
Why partner with CARL
Streamline the Complexities of Operating, Selling and Servicing Your Fund
Achieve growth and scale your operations efficiently. CARL is a safe place for investors and managers to meet and transact. We are designing an experience like no other to help you unlock opportunities through out the lifecycle of the investment.
Turn Key Services
Turn key hedge fund services with a growing investor base eager to invest in innovative performance seeking investment strategies.
True Digital Solution
Broadening access with a true 21st century digital solution and a user-friendly mobile investing app.
Mass Affluent Audience
Mainstreaming of digital distribution, raising the bar to deliver superior services and experience to a mass affluent audience.
Grow AUM Faster
Grow your AUM faster, reduce sales cycle and increase operational efficiency.
How to Partner With CARL
Our Quick and Easy Origination Process
CARL's philosophy is reducing friction for both our investors and our managers. From accredited investor certification to broker and bank API integrations to manager onboarding, much of the process has been automated to ensure accuracy, efficiency, and ease for all stakeholders.
Initiation & Due Diligence
Our team will evaluate and vet the trading strategy, drawing upon decades of combined institutional experience spanning trading, portfolio management, manager selection, payments processing, and software development.
Funding
Within 3 to 4 months, the new US-domiciled CARL hedge fund vehicle will break escrow and commence live trading as monthly subscriptions are now available to CARL's expansive accredited investor base.
Servicing Activities
Ongoing activities such as marketing, regulatory filings, investor relations, tax documentation, etc. are all managed by CARL thereby leaving the portfolio manager to solely concentrate on generating alpha.
"CARL is a technology platform that enables accredited individual investors and financial advisors to invest in top-tier quantitative hedge funds previously only available to institutions."
Gunnar Cuevas
CEO & Co-Founder
Cy Smith
President & Co-Founder
Let's Talk?
If you are an experienced fund manager and would like to partner with CARL, we’d love to hear from you.