Caltropia portfolios / Systematic research

SYSTEMATIC PORTFOLIOS

Explore the portfolio range. Follow the models, compare the results,
and open the positioning behind each strategy.

01 / GLOBAL MACROMacro Regimes
Portfolio range21Strategies in the directory
Equity factorsValue. Momentum. Low vol.Distinct approaches to equity selection
Beyond equitiesFutures & regimesExplore systematic positioning across markets
Performance feedLoadingRetrieving reported model statistics
ONE DISCIPLINE / DIFFERENT EXPRESSIONS

EXPLORE THE
APPROACHES

Different markets. Different ways to build a portfolio.

Explore a portfolio
EXPLORE THE RANGE

PORTFOLIO COLLECTION

Six dedicated portfolio workspaces
MODEL STATISTICS

PERFORMANCE AT A GLANCE

Annualized return

Reported strategy statistics. Each model may cover a different history.

Loading model statistics…

ALL STRATEGIES

STRATEGY DIRECTORY

Portfolio / ApproachFamilyCAGRSharpeVolatilityMax drawdownYTD

— indicates an unavailable statistic. Figures retain the reporting basis of the source models.

BEFORE YOU COMPARE

READING THE PORTFOLIOS

01

Check the history

Start dates and available observations can differ. Compare like-for-like periods in the individual portfolio views.

02

Understand the construction

Review the universe, weighting rules, rebalance schedule and risk settings for the model you are exploring.

03

Read return with risk

Annualized return, volatility and drawdown describe different parts of the record. No single metric captures them all.