Matterhorn - A Long/Short Equity Strategy

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. The price action of any given security is looked at as a function of equity market volatility. This parameter is then used to define entry and exit prices and the amount of capital to allocate per trade. The downside risk and strategy volatility is mitigated by applying the same investment methodology to different asset classes. The combined strategy then has a reduced drawdown and volatility compared to applying this investment methodology individually to each security. A near-risk parity approach is used to allocate capital to each of the securities that the strategy plans to invest in. The strategy never engages any risk-undefined trade.

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Investment Universe

Nasdaq 100, S&P 500, Dow Jones, gold, silver, oil, agriculture commodities, volatility products


Strategy Type

Long/short equity


Managed By

MVM

Strategy Highlights

Low Minimum Investment $20,000

Price Action

The strategy is designed to take advantage of the intraday and overnight price action.

Low Minimum Investment $20,000

Consistency

Matterhorn aims to deliver constant returns with a Sharpe ratio exceeding 1.7 while being uncorrelated with the equity market.

Low Minimum Investment $20,000

Reduced Drawdown

It is targeted not to exceed 10% to 15% drawdown during the most difficult market times.

This Is Why Matterhorn Is the Right Strategy for You

The strategy is a quant based investment vehicle that uses algorithms to take advantage of the price actions of different securities. The price action of any given security is looked as function of the equity market volatility. This parameter is then used to define: entry and exit prices, and the amount of capital to allocate per trade. The downside risk and strategy volatility is mitigated by applying the same investment methodology to different asset classes. The combined strategy will then have a reduced drawdown and volatility than applying this investment methodology individually to each security. A near-risk parity approach is used to allocate capital to each of the security that the strategy plans to invest in. The strategy invests in financial instruments representing: US equities, US bonds, commodities and volatility products. The strategy never engages any risk undefined trade. Instruments may include: ETFs, ETNs and options.

HEDGE FUND MANAGER

Vittorio Manente - The Manager Behind Matterhorn

Vittorio Manente has worked as program manager and strategy analyst for the last 16 years within the automotive and Oil&Gas sectors. Vittorio became passionate about finance in summer 2011 when he saw opportunities to profit after a market meltdown. Not satisfied by the performances of financial products available for retail investors, he decided to create his own. In 2017 Vittorio launched NEXT-alpha, a quantitative macro strategy to deliver consistent returns independently on the market direction. He then founded Alpha Growth Capital in 2019.

“Hone your craft.”

Vittorio Manente
Hedge Fund Manager @ CARL Matterhorn, LLC

Sophisticated Hedge Fund Investments Aren’t Just for Institutions Anymore

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3 Easy Steps to Invest in Our Matterhorn Strategy

Investing in our Matterhorn 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.

Set Up Your Account

Quickly and securely connect your CARL account to your bank and transfer investment funds.

Analyze Investments

Using the tools within the CARL app, determine which strategies at what allocations are right for your investment goals.

Fund Your Investment

Simply save your portfolio settings and on the next strategy funding cycle your investment will be live!

What Investors Say About CARL

"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."

Chris
CFO, Michigan

OUR STRATEGIES

Besides Matterhorn We Also Offer Other Types of Strategies

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Still Need Help?

If you have any further questions about hedge fund investing opportunities, our Matterhorn strategy or about CARL in general, please do not hesitate to contact us.

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