Victory Peak - A Long/Short Equity Strategy

Victory Peak’s 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 on a portfolio level.

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Investment Universe

S&P 100 and Nasdaq 100 stocks


Strategy Type

Long/short equity


Managed By

Alphatative, LLC

Strategy Highlights

Low Minimum Investment $20,000

Multiple Systems at Work

A long-short with 9 competing market regimes, truly working to find gains in any market

Low Minimum Investment $20,000

Minimized Drawdown

A strategy with the goal to meet or exceed market indices with an intended significantly lower risk; less loss risk in any given market conditions

Low Minimum Investment $20,000

Expertly Managed

A strategy manager keen to take advantage of all market conditions, with a high focus on minimizing the down side

This Is Why Victory Peak Is the Right Strategy for You

Victory Peak is a long/short equity investment fund. The goal of the strategy is to deliver long-term capital appreciation through superior risk-adjusted returns in healthy and distressed markets. Simple things are more robust and better suited for adversity. Complexity leads to brittleness and failure under pressure. For this reason, while sophisticated, Victory Peak by CARL embraces simplicity and durability. Its quantitative approach to alpha generation is to:

  • Identify the prevailing behavioral regime of the market
  • Quantify the successful set of probabilities matching the regime
  • Exploit the inefficiencies ahead of other investors

This is a long/short equity strategy with 9 systems that compete for capital in a hierarchy-based approach. It aims to determine the current market regime and apply capital only when the corresponding probabilities show a positive mathematical expectation.

This means Victory Peak buys with a strong market, while if the market is showing signs of distress it can also decide to short, hedge or buy volatility. In this way, it works to mathematically take advantage of all market conditions, and provides a low correlation to the equities market overall. 

Victory Peak uplifts simple investment fundamentals through proven technology, creating its market durability and general success.

HEDGE FUND MANAGER

David Bush - The Manager Behind Our Victory Peak Hedge Fund Strategy

David Bush is an award winning trader and manager with 23 years of experience in financial markets and well-versed in trading platforms and programming languages. Mr. Bush brings years of discretionary trading knowledge, creative arts background, and risk management experience to his quantitative research, systems, and strategy algorithm. 

“The rule that drives the strategy are sophistication plus simplicity equals durability”

David Bush
Hedge Fund Manager @ CARL Victory Peak, LLC

Sophisticated Hedge Fund Investments Aren’t Just for Institutions Anymore

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3 Easy Steps to Invest in Our Victory Peak Strategy

Investing in our Victory Peak 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 Victory Peak We Also Offer Other Types of Strategies

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.

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Victory Peak Investment Strategy by CARL

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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.

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Still Need Help?

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

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