Get Started

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.

Get Started

Apple store buttonGoogle play button

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.

Download Our Latest Performance Report

Interested in alternative investment strategies? Download our performance report now!

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 Alternative Investments Aren’t Just for Institutions Anymore

Get Started

GET STARTED

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 create your account, verify your investor status and become a member of our community.

Analyze Investments

Search for offerings that fit your risk and return criteria, create model portfolios, and use the CARL tools to help you identify the best investments for you.

Fund Your Investment

Simply choose an account type, fund your investment, and follow your investment portfolio on CARL.

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.

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.

Strategy details

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.

Strategy details

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.

Strategy details

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.

Strategy details

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....

Strategy details

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....

Strategy details

Denali Investment Strategy by CARL

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.

Strategy details

K2 Investment Strategy by CARL

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.

Strategy details

Kilimanjaro Investment Strategy by CARL

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.

Strategy details

Olympus Investment Strategy by CARL

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.

Strategy details

Victory Peak Investment Strategy by CARL

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.

Strategy details

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.

Strategy details

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.

Strategy details

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.

Talk to CARL

Ready to Invest in Alternatives?

Get Started

Was this information useful?
(1ratings, Ø 5.0)