This Is Why K2 Is the Right Strategy for You
CARL K2’s strategy blends behavioral finance and traditional valuation techniques to identify stocks to buy. This means it takes a quantitative approach towards a company’s stock value and market participants behavior as they react to new information.
The investment process is systematic and without emotion. There is a complex hierarchy of decision rules engineered to plot a path between risk and reward with the objective to identify stocks that are expected to perform better than the market and buy them.
Risk control is part of the investment process, stocks that do not perform as expected are liquidated. The strategy has a short holding period of a few days for each stock in the portfolio.
The strategy aims to generate positive returns with a fanatical focus on risk control. The returns are a mix of the investment process and the market rewarding the approach.
Alan Harmer has a background in economics, mathematics and finance. His groundings were in fundamental equity analysis as head of research and director of strategy for Prudential Securities, as consulting strategist at Smith New Court and doing independent expert reports for the corporate areas of a number of investment banks.
Alan’s background is in economics, mathematics and finance. His groundings were in fundamental equity analysis as head of research (Melbourne) and director of strategy (New York) for Prudential Securities, as consulting strategist at Smith New Court (London) and doing independent expert reports for the corporate areas of a number of investment banks.
He has senior managerial experience in managing international equities in a number of investment centres; Prudential (New York), Credit Agricole (Paris), Macquarie (Sydney), Maxxim (Melbourne), BSF and Al Rajhi (Riyadh) and Kappa Forte (Mauritius/Mumbai).
The track record of the teams he has been involved with has been outstanding. The alpha of the public funds he has directly managed is:
- 11.7% pa over twenty years for Australian funds
- 25.1% pa over sixteen years for public global funds
- 119% pa over twenty years for bespoke private discretionary funds
“We look to generate strong ongoing performance on an incremental basis. We look at risk controls as an embedded part of that process.”
Hedge Fund Manager @ CARL K2, LLC
Investing in our K2 hedge fund strategy is pretty simple: just create an account, add the strategy to your portfolio and on the next funding cycle you're in.
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"I didn’t know investments like this existed before finding CARL, and I guess they didn’t for regular investors until now. It provides so many more options, I can now manage my own hedge fund portfolio, diversify my investments and I have the potential to earn a return regardless of market direction."
Combining flexibility and versatility, quant hedge funds are the perfect opportunity to cover all your bases. By exposing your portfolio to non-traditional asset classes besides traditional revenue areas like the stock market or real estate, you can gain lucrative benefits, especially in volatile markets. Whether you have years of experience as an investor or you're looking for new investment opportunities – CARL is your ticket to investment success.
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'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.
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.
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 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.
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 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.
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 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.
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.