FINANCIAL ADVISERS

We offer differentiated alpha for financial advisers and institutional investors. Numerous strategies exist to monetize in different contexts of market opportunity, resulting in a range of risk-return profiles ranging from conservative smart beta to more opportunistic alpha seeking ones.

BEAR MARKET ADVANTAGE

MARKET-NEUTRAL PERFORMANCE

The Hercules Systematic Volatility Strategies are designed for investors seeking aggressive growth. The strategies seek to generate alpha with a market-neutral investment approach. The excess returns generated, have low correlations to broad markets as well as traditional and other alternative asset classes. The strategies are implemented by systematically trading in options on US Equity Indices frequently, over very short time horizons, in a direction-agnostic manner. Trading strategies focus on Trend Reversal, Premium Collection, Volatility Mean Reversion and Event Sigma. They are based on backtested, market data based models and a rules-based investment process.

Financial Adviser

  • LOW CORRELATED ALPHA
  • DIFFERENTIATED RETURN-STREAM
  • UPSIDE IN MARKET DOWNTURNS
  • HIGH LIQUIDITY & TRANSPARENCY
  • ACTIVE INVESTMENT MANAGEMENT

RISK MANAGEMENT

  • PORTABLE ALPHA OVERLAY
  • DOWNSIDE PROTECTION
  • LOW MARKET-CORRELATION
  • GREATER EASE & PRECISION
  • LOW PORTFOLIO DRAWDOWN

Our tactical trading program is subject to minimal time decay, with frequent volatility trades that have very short horizons. The result is a limited negative impact on expected returns. We overcome the challenge of adding value, in timing of hedging decisions and minimise drag on expected returns, with a sufficiently successful backtested set of models.

KEY STRENGTHS

  • SYSTEMATIC PROCESSES
  • INCREASED SCALABILITY
  • FASTER DECISION-MAKING
  • GREATER EASE & PRECISION
  • WIDER MARKET COVERAGE
  • PRECISION

We take a systematic, data and model driven approach to investing. It allows us to multiply the purview of our markets with greater ease and precision, and significantly cut down decision-making time. We budget our trade exposures to different risk factors and periodically conduct a post-hoc analysis of realized portfolio performance. Our rules-based trading takes the subjectivity and individual behavior out of the process, minimizing the scope for errors.

Our Services

GET THE FACT SHEET

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GET THE BROCHURE
Download our latest brochure.


GET THE FACT SHEET
Download our latest information packet.

GET THE BROCHURE
Download our latest brochure.


GET THE FACT SHEET
Download our latest information packet.

GET THE BROCHURE
Download our latest brochure.


GET THE FACT SHEET
Download our latest information packet.

How Can We Help You?

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800-729-0417
Info@hercules-investments.com

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