We believe there is no need to reinvent the wheel. Many proven investment strategies already exist, and there is much we can learn from them — particularly those that have withstood the test of time.

From the early days of ticker tape reading by Jesse Livermore to the modern era of systematic trading led by firms like Renaissance Technologies, we have numerous examples to emulate.

The overarching principle we adopt is a systematic approach to portfolio construction. This doesn’t mean we dismiss stock picking. On the contrary, we believe investing in the right businesses is one of the best ways to achieve outsized returns. We take inspiration from Warren Buffett’s philosophy — investing for the long term. As Buffett famously said, his favorite holding period is “forever.”

Our systematic methodology focuses on optimizing the stock portfolio we already hold — aiming to achieve the highest possible CAGR within a defined risk tolerance. To do this, we incorporate a series of liquid futures contracts to diversify and add leverage in a controlled manner.