Caltropia Research is a forward thinking investment research firm dedicated to growing your capital through robust quantitative strategies. Our models are designed to maximize risk adjusted returns across multiple time frames and asset classes, all in an accessible format you can run and manage yourself.
Empower investors with sophisticated, data driven strategies that maximize risk adjusted returns across markets delivered in a transparent, intuitive format anyone can manage with confidence.
I spent the early part of my career at a leading global investment management firm, where I conducted in depth investment research and analysis to support portfolio construction and generate actionable insights. For the past decade, I have successfully founded and run my own investment management business for Family and Friends, delivering tailored quantitative strategies to a diverse client base delivering strong risk adjusted returns.
Our robust portfolios are systemically designed to minimize risk and optimize risk adjusted returns
Enjoy Lifetime Access to Two Strategies, Free with Early Signup
Performance Metrics Below Updated Monthly
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Objective: Deliver diversified, uncorrelated returns by systematically capturing trends across global futures markets while actively managing risk. Comparable or better than many leading Managed Futures Strategies.
Paid Plan. Temporarily Free
Objective: Achieve consistent, market independent returns by exploiting short term inefficiencies in U.S. equities within a Long/Short Structure.
Paid Plan. Temporarily Free
Objective: Beat the S&P 500 with lower volatility and higher returns while selling rips when you don't want to and buying dips when to afraid.
Paid Plan. Temporarily Free
Objective: Beat Long Term Holdings in Bonds, with less risk, higher returns and less drawdowns and with inflation protection.
Paid Plan, Coming Soon
Objective: The Strategy seeks to generate attractive, risk adjusted returns by trading VX Futures To Long Front Month Volatility and Short Mid Month Volatility or vice versa.
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Paid Plan, Coming Soon
Objective: Long or Short or Both, Volatility Front Month Contracts to reduce risk in your overall portfolio and trade vx futures to generate a diversified set of returns.
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Objective: Provide cost-efficient tail risk protection by using deep out-of-the-money puts that deliver outsized payoffs during extreme volatility events.
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Objective: Blends 4 Robust Regime Models to Outpeform the S&P 500 with significantly less risk, drawdowns and volatility.
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Paid Plan, Coming Soon
Objective: Blends US Core Equity, Long Short Equity, Managed Futures, and Relative Value Volatility to outperform the S&P 500.
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Paid Plan, Coming Soon
Objective: Deliver diversified, uncorrelated returns by systematically capturing trends across global futures markets while actively managing risk.
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Paid Plan, Coming Soon
Objective: Long certain sectors during specific market regimes in which those sectors outperform and have no allocation to those that underperform the market in those regimes.
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Paid Plan, Coming Soon
Objective: Identify Bitcoin market regimes and dynamically adjust exposure to optimize risk-adjusted returns and manage drawdowns.
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Objective: Achieve superior risk-adjusted returns by actively selecting core equities and employing a proprietary algorithm to optimally weight assets.
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Objective: Generate alpha by taking long and short positions across global equity markets using a proprietary algorithm to optimize weights and dynamically manage risk.
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Objective: Generate consistent alpha through market-neutral long and short equity positions using a proprietary algorithm to optimize weights and manage risk.
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Objective: Generate superior risk-adjusted returns by selecting core equities with a value focus and applying a proprietary weighting algorithm alongside a proprietary value-factor model to optimize exposure and manage risk.
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Objective: Deliver enhanced risk-adjusted returns by actively selecting international equities and employing a proprietary algorithm to optimize weightings and manage risk.
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Objective: Deliver superior risk-adjusted returns by actively selecting Chinese equities and employing a proprietary algorithm to optimize weightings and manage risk.
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Objective: Deliver superior risk-adjusted returns by actively selecting Mexican equities and employing a proprietary algorithm to optimize weightings and manage risk.
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Objective: Employ regime model insights to build a diversified long-only portfolio across global markets, focusing on secular growth themes and disciplined risk management.
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Objective: Exploit intraday market inefficiencies through algorithmic long and short positioning, coupled with real-time risk controls, to deliver consistent short-term alpha.
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Objective: Build a concentrated long-only portfolio of Japanese equities using a proprietary weighting algorithm to target sustainable growth and attractive risk-adjusted returns.
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Paid Plan, Coming Soon
Objective: Identify gold market regimes and dynamically adjust exposure to optimize risk-adjusted returns and manage drawdowns.
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