We are a research‑first investment manager focused on delivering attractive, uncorrelated returns through systematic and discretionary strategies. We invest our own capital alongside our partners.
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For demonstration only. Do not distribute without approval.
We pursue a diversified mix of uncorrelated return streams. Our process combines rigorous research, risk budgeting, and disciplined execution.
Systematic selection with discretionary risk overlays across large‑cap and select SMID universes. Dynamic factor tilts, position‑level risk limits, and scenario testing.
Benchmark‑agnostic. Typical gross 120–180%; net 30–70%.
Diversified models across rates, FX, equity indices, and commodities with robust portfolio construction. Drawdown controls and volatility targeting.
24/5 execution. Exchange‑traded derivatives only.
Idiosyncratic credit with catalyst pathways. Emphasis on downside protection and collateral quality; selective structured opportunities.
Illiquid side‑pockets possible; capacity constrained.
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Figures shown are placeholders. Replace with verified data, calculation methodology, and relevant footnotes.
We publish selected insights and whitepapers for prospective investors upon request.
Combining market microstructure signals with macro factors to identify durable trends and avoid whipsaws.
Download AbstractRe‑pricing of duration risk and implications for growth vs. value through the cycle.
Download AbstractWhy drawdown‑aware sizing and tail‑risk constraints matter more than volatility parity.
Download AbstractA multi‑disciplinary team with experience across systematic, discretionary, and risk management.
Managing Partner, CEO
Ex‑Apple/Google/Microsoft, 20+ years in Machine Learning and AI. MBA.
Head of Research
Machine learning & equities. PhD Financial Engineering.
Chief Risk Officer
Risk architecture & portfolio construction. FRM, CFA.
If you are a qualified or accredited investor and would like to learn more, we welcome an introduction.
Email: info@numeriqfund.com
Address: 333 W San Carlos St, San Jose, CA 95110
Meetings by appointment only.