THE H.E.A.T. FORMULA
We believe that your profits should always come first—above the trendy politics and fleeting fads that often dominate the financial world. Wall Street may fill the air with smoke, distracting you with noise and agendas that don’t serve your interests. I’ve seen it firsthand, and I’m here to challenge that. With the H.E.A.T. Formula, we apply real fire where it matters most: your portfolio.
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Why H.E.A.T.
The H.E.A.T. Formula is designed to cut through the smoke, providing strategies that bring clarity and drive real growth. Here’s what it stands for:
Hedges
Portfolios should be hedged most or all of the time, and it's critical to remain agnostic between long and short positions, adapting to market conditions as they change.
Edges
Always be on the lookout for edges in trade signal generation and product structure, giving you an advantage that others might miss.
Asymmetry
Portfolios and trades should be structured with asymmetrical risk in mind—where heads you win a lot, and tails you lose only a little.
Themes
Stay focused on identifying long-term investment themes that are likely to define the future, not just the momentary trends that come and go.
