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Investment Strategies

Discover new opportunities for investing and generating revenue with CARL as your go-to platform. We provide access to the world of investment funds with the new gold standard for investment apps. Grow your wealth by using digital solutions combined with with promising investment strategies to accomplish your financial goals, even in volatile markets.

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High Returns

Your One-Stop App for Investing in Top-Performing Strategies

Alternative investment strategies such as hedge funds, private equity, private credit, short term notes, and other asset classes are a source of higher returns and greater diversification for private investors. These sophisticated alternative investment solutions allow CARL to provide you with a versatile portfolio of short-term stock investments and long-term stock investements to choose from – generate revenue and achieve total financial freedom today.

Wide Range

A Perfect Match for Every Type of Investor

At CARL, we utilize all of the advantages of modern technology to bring you a wide array of innovative and unique alternative investing opportunities. Our easy to use portfolio tools, and data-driven analytics provide you with the options you need to find an appropriate investment. Benefit from investment alternatives with a diverse approach, such as quant hedge funds investing in index futures, statistically based commodity investments, fixed income investments or long/short equity funds. Create your own diverse portfolio of lucrative investment options and modernize your portfolio with CARL.

Our Strategies

Take a Peek Behind the Curtain

With CARL, you have many investment options at your fingertips. Accredited investors gain exclusive access to a range of investment opportunities to diversify their portfolios, invest in different asset classes, and generate short-term as well as long-term investment returns.

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. The strategy allocates capital across multiple strategies. All strategies are directional. When combined the fund's overall portfolio is neutral to market conditions. The strategy follows a quantitative and systematic approach to investing. Analytical and computational tools have been developed to implement a superior decision-making process. Investors benefit directly from capital appreciation of their capital, true portfolio diversification, and from ongoing technology product developments.

Strategy Details

Strategy facts

Provided by

Viallion Tech and Eight Two Advisors

Investment universe

Select U.S. ETFs and ETNs

Key people

Gunnar Cuevas, Cesar D'Onofrio, Ignacio Caldentey, Sebastian Gavilán, Juan Pablo Estavillo

IRA EligibleShort the TrendCapital Appreciation

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

Strategy facts

Provided by

Shark Capital, Ltd

Investment universe

S&P500, Nasdaq, Gold, Bonds, Volatility

Key people

Daniel Requejo, Sergio Nozal

IRA EligibleLong/ShortStocksOptionsAverage Holding Period: 10-30 Days

MB Commodities Capital

At MBCC we use our 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 uses a multi lens approach that goes through all Macro, Derivative, Technical trading mixed with in depth physical Commodity (Oil, Copper, Iron ore, Gold, Silver, Bitcoin and more) market analysis to zero in on how to capitalize on dislocations in the Energy and Mining space with respect to the broader market sectors and S&P 500. We look at both LONG and SHORT tactical trades.

Strategy Details

Strategy facts

Provided by

MB Commodities Capital LLC

Investment universe

S&P 500, Eurostoxx, EU and US Oil & Gas sectors, Mining stocks, SXEP, SXPP, Commodities (Energy and Basic Resources and Precious Metals).

Key people

Maleeha Bengali

Capital PreservationLong/ShortMonthly LiquidityCapital Growth

Teton

New Offering!

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

Strategy facts

Provided by

Cayler Capital LLC

Investment universe

Oil Related Futures and Options

Key people

Brent Belote

IRA EligableMonthly LiquidityFuturesOptions

0-Sum G

New Offering!

Our innovative options trading approach integrates both long-term and short-term positions to leverage market dynamics while effectively mitigating risk. This proprietary trading strategy is meticulously designed to provide strategic risk management and adaptability, aiming to optimize returns regardless of market conditions.

Strategy Details

Strategy facts

Provided by

0SPX AutoTrade

Investment universe

Russell 2000

Key people

Isaac Orcel

Options TradingCapital AppreciationLong/Short

Dynamic Factor Portfolio

New Offering!

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. The strategy is predictive of equity market volatility, which is used as a basis to build a portfolio of quant index strategies used by institutional investors that meet a targeted risk (loss of money) levels and achieve the highest risk adjusted returns under certain equity volatility conditions. Importantly, the strategy uses only a fraction of the Fund assets to effect the proper exposure, allowing us to allocate the majority of cash to other assets. For Fuji we have identified two yield bearing, negatively correlated to DFP REITS to substantially increase returns while providing current income and further reducing risk to the portfolio

Strategy Details

Strategy facts

Provided by

Copernicus Investment and Risk Advisors

Investment universe

Private REITS, Public REITS, Quant Index Strategies

Key people

Masao Matsuda, George Egan

IRA EligibleCapital AppreciationCapital Preservation

Carthage Fund II

New Offering!

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.

At Carthage, our approach diverges from attempting to predict market direction or whether a stock will go up or down. Instead, we focus on evaluating the likelihood of specific stock price movements within defined timeframes. Leveraging this analysis, we strategically engage in the sale of both weekly and monthly option premiums to secure profitable outcomes.

Strategy Details

Strategy facts

Provided by

Carthage Capital Management LLC

Investment universe

Nasdaq 100

Key people

Stephen Wu

Monthly LiquidityCapital GrowthAverage Holding Period: 1-10 days

Denali

Opportunity now closed

Long only equity strategy that follows a proprietary quantitative process to identify US stocks with positive idiosyncratic price trends. It systematically builds a portfolio of these stocks and applies a systematic risk management framework to this portfolio. The strategy's philosophy is very defensive. Denali only deploys capital when strong uptrends are present. In their absence, like during periods of down markets, it preserves capital by increasing the allocation to cash. The Denali strategy has an asymmetric “long call option” return profile. It cuts short the negative left tail of returns while leaving the positive right tail uncapped.

Strategy Details

Strategy facts

Provided by

Ascent Systematic Advisors LLC

Investment universe

US stocks above $1bn in market cap

Key people

Marcos Bueno

IRA EligibleLong OnlyStocksAverage Holding Period: 1-3 MonthsCapital Appreciation

K2

Opportunity now closed

K2 blends behavioral finance and traditional valuation techniques to select stocks. It has a proprietary valuation approach based on normalized free cash flow and a behavioral finance model that encompasses momentum. This strategy generates strong consistent returns by picking stocks that go up faster than the market and selling quickly those that are going down and aims for steady, incremental returns from a process that has generated positive returns in both down and up markets.

Strategy Details

Strategy facts

Provided by

Luseq2 Pty Ltd

Investment universe

S&P 500

Key people

Alan Harmer, Katherine Myers, Sriram Srinivas

IRA EligibleLong OnlyStocksAverage Holding Period: 1-10 DaysCapital Growth

Kilimanjaro

Opportunity now closed

A long/short market-neutral commodity strategy, Kilimanjaro aims to profit from dislocations in commodity markets. This strategy invests in highly liquid futures across the entire Commodity spectrum (Energy, Agriculture, Metals) including Crude Oil, Sugar, Copper and Gold. The strategy acts as a great diversification tool to a broader portfolio as it exhibits low correlation to other asset classes and strategies. Suggested pairings with other uncorrelated strategies, (eg trend equity, vol selling) or vanilla strategies (eg 60/40 or long only equity).

Strategy Details

Strategy facts

Provided by

Cazadores Investments Ltd.

Investment universe

Commodity markets futures and forwards

Key people

James Dedman, Joel Murang

IRA EligibleLong/ShortFuturesAverage Holding Period: 10 - 30 daysCapital Appreciation

Olympus

Opportunity now closed

Olympus employs three fully automated and complementary systems. One profits from extreme (tail) movements in the US equity index, another uses predicted changes in implied volatility of the market to trade the VIX futures algorithmically, and also a hybrid that aims to be volatility-neutral.

Strategy Details

Strategy facts

Provided by

QTS Capital Management, LLC

Investment universe

US Futures

Key people

Dr. Ernest Chan, Dr. Roger Hunter

IRA EligibleMomentumFuturesAverage Holding Period: 1-10 DaysCapital Preservation

Victory Peak

Opportunity now closed

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.

Strategy Details

Strategy facts

Provided by

Alphatative, LLC

Investment universe

S&P 100 and Nasdaq 100 Stocks

Key people

David Bush, Zach Hurwitz

IRA EligibleLong/ShortStocksAverage Holding Period: 10-30 DaysCapital Appreciation

Matterhorn

Opportunity now closed

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.

Strategy Details

Strategy facts

Provided by

MVM

Investment universe

Nasdaq 100, S&P500, Dow Jones, Gold, Silver, Oil, Agriculture Commodities, Volatility products

Key people

Vittorio Manente

IRA EligibleLong/ShortStocksBondsAverage Holding Period: 1-10 Days

Everest

Opportunity now closed

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. The investment universe is composed of global liquid futures instruments and global large cap equities. Its philosophy consists of using technology and data to find patterns in the dispersion between all the securities in a universe.

Strategy Details

Strategy facts

Provided by

RAM Active Investments S.A.

Investment universe

World’s Most Liquid Futures and Developed Equities

Key people

Philippe Huber & Tony Guida

Long/ShortStocksFuturesAverage Holding Period: 1-10 DaysCapital Growth

Download Our Latest Performance Report

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

Upcoming Strategies

Exciting Opportunities Are on the Horizon

We work tirelessly searching for the best alternative investment managers available in the market to achieve our goal: Extending our portfolio of lucrative investing strategies for your financial growth.

Fuji

The fund stakes stablecoin and blue-chip cryptocurrencies into single-sided and multi-asset liquidity pools.

Strategy facts

Provided by

CARL Fund of Hedge Fund Investment Manager, LLC

Investment universe

Crypto Currencies, Blockchain Technologies

Key people

Gunnar Cuevas

IRA EligableCrypto

Sophisticated Alternative Investments Aren’t Just for Institutions Anymore

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Three Easy Steps to Invest in Alternatives With CARL

Investing in alternatives is easy with CARL on your side. Investors can set up a CARL account quickly and easily. All you need to do is qualify as an accredited investor, and you're ready to go!

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

Today I checked my stock portfolio and wasn’t feeling so great, way down. Then I checked my CARL portfolio and to my relief it was up. So great to have options regardless of the overall market!

John Lawyer
Georgia

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Learn More About CARL and How It Works

Become an active investor and diversify your portfolio with private market alternatives investments. Our powerful technology, not available anywhere else, makes it easier than ever to achieve your financial goals. Sign up today, choose your investments, and discover the possibilities beyond stocks and bonds to grow your wealth.

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Get a Head Start as an Investor With the Right Investment Strategy

An investing strategy follows a set of rules to help an investor achieve their short-term and long-term goals. The type of strategy for investing differs and is mainly dependent on the investor's preferences in engaging with the stock market or other investment instruments. There are many possible routes to follow when looking for a suitable strategy, ranging from actively managed ones to passive investing. 

Outsmart your competitors by investing in lucrative dividend-paying investment plans at CARL.

One of the oldest tricks in the book – famously employed by Warren Buffett – is Value Investing. It is based on a certain mindset to invest in assets that are under-priced by the stock market and their competition. The principle is comparable to only buying items at a discount which are expected to obtain dividend-paying value over time. But markets and investing have changed, making Value Investing a rather old-school approach and at the same time offering different avenues to generate revenue.

Growth Investing is another example. Growth investors aim at increasing their capital by selecting growth stocks. These are typically smaller, unknown companies which are expected to generate above-average growth rates and, as a result, high-yield revenue. But this approach comes at a higher risk as the investment can fall through due to the company failing or due to other soft factors.

Asset Allocation Is Key

Value Investing, Growth Investing, or alternative investing – whichever strategy you chose, you always have to keep asset allocation in mind. The underlying principle seeks to balance risks and rewards of all your investment assets to create a well-rounded portfolio. It keeps in mind an investor's investment horizon as well as the original goals and the general risk tolerance.

Investors who are looking to diversify and reduce overall portfolio volatility are perfectly set up to use CARL's alternatives to reach their investment objectives.

Consider Your Risk Tolerance

Investing always means taking a risk – you don't have to be a finance genius to know that. But how you handle the market's inherent volatility is up to you. You can set yourself up for success by using a well-rounded portfolio covering different asset classes and pursuing short-term as well as longer-term goals. Diversification is key to achieving this. Various investment instruments such as real estate, bonds, index funds and alternatives offer different levels of risk and returns. Keep in mind how much risk you're comfortable with when choosing your investments. By using CARL as your platform for all alternative investments, you have already made the first step into the right direction to greater diversification and the potential for higher returns.

Learning Center

Want to Learn More About Investing in Alternatives?

The world of finance is open to anyone willing to educate themselves. You don't necessarily need a financial advisor to make sound investment decisions. We love to share our knowledge and provide you with the information you need to become a better investor. Dive into our various information resources and visit our learning center to become a more confident and informed investor.

Podcast

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Listen and learn from handpicked speakers in our webinars. Learn what's important in the world of alternative investment products and get to know everything an investor or manager might need to know

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Investment Basics

Start from scratch or refresh your knowledge with our extensive archive of investment articles. Brush up on essentials like mutual funds, securities and equity to make sound investment decisions.

Learn the basics

FAQ

You are not the first person to ask any given question about the alternative investments. Use our FAQ to find the most commonly-asked questions and get into the game today.

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Common Questions

Frequently Asked Questions About Investment Strategies

There are many investment strategies, short- and long-term approaches, various investment instruments, and asset classes – staying informed is not an easy task. Here you'll find answers to some common questions, prepared by experts at CARL.

Conventional categories for investments are stocks, cash, and bonds. Real estate, private equity, most funds, and commodities are usually classified as alternative investments. Strategies dealing with the latter seek to generate revenue from those sources instead of going the more conventional route.

Buy-and-hold is a typical example of a passive investment strategy. This means keeping the invested stocks long-term, disregarding market fluctuations. Passive investors actively select their assets but don't concern themselves with short-term movements since they are in it for the long run.

Indexing means the approach to mimic an index's returns. It is a passive investment strategy as the investor performs according to a buy-and-hold principle to copy a particular equity or fixed-income index's performance.

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