Our trading process can be boiled down to 8 steps
1
IDENTIFYING ALPHA
Automating the identification of sources of alpha so we can rapidly adapt to the ever-changing landscape of financial markets and ensure that headline risk does not significantly impact our portfolio performance
2
DATA AGGREGATION
Utilizing a combination of technical, fundamental, sentiment, and alternative data analysis in our trading strategies that yield directional signals
3
SIGNAL AGGREGATION
Determining which signal to follow based on expected returns verus expected market volatility
4
MARKET CONTEXT
Examining market context to identify potential risks and opportunities based on the current calendar of events
5
RISK MANAGEMENT
Using our risk management engine to protect against overexposure and identify how much capital to spend in a position
6
TRADE MONITORING
Monitoring a trade from start to finish with the intent of scaling in & out of the position and dynamically adjusting stop losses & take profits
7
ENVIRONMENT ADAPTATION
Learning from completed trades to better adapt to current market conditions
8
PROCESS IMPROVEMENT
Improving this system overtime with new technological advancements so our returns stay one step ahead of the competition and outperform the S&P 500 even in periods of drawdown