Strategy
Three distinct sleeves, each with an independent mandate, dedicated lead, and defined risk framework. Written thesis required before any capital is deployed. No exceptions.
Macro Sleeve
Lead
Shivam Sharma
Allocation
30%
Mandate
Rates and credit conditions — trading the transmission mechanism of monetary policy, inflation, and growth into asset prices.
Instruments
Treasury ETFs (short / intermediate / long duration), Gold ETF
Holding Period
2\u201312 months
Style
Discretionary, event-driven
Max Positions
3 / month
Stop Loss
5% Treasuries, 7.5% Gold
Tech Sleeve
Lead
Ryan Zhao
Allocation
30%
Mandate
Durable technology businesses with structural competitive advantages. Long-term compounding over short-term catalysts.
Instruments
Individual tech equities
Holding Period
2\u20138 months
Style
Fundamental, research-driven
Max Positions
2 / month
Stop Loss
10%
ETF Core
Allocation
35%
Mandate
Diversified, lower-conviction exposure across sectors and geographies. Board approval required.
Instruments
Broad-market and sector ETFs
Holding Period
3\u201312 months
Max Positions
1 / month
Stop Loss
7.5%
Risk Framework
- —No leverage. No margin.
- —No single position exceeds 5% of fund NAV without Board approval.
- —Fund-wide drawdown trigger at −12.5%: all losing positions reviewed, risk analysis required, new theses before resuming.
- —Weekly Investment Committee meetings.
- —Monthly portfolio review.
- —Quarterly reporting.