Our Services

2 Strategies

Viking Fund

Sleepglad Fund

  1. Anticipate the trend to higher rates due to a worsening deficit / inflation backdrop

  2. Leverage technology and experience to detect subtle shifts in central bank communication that lead to medium term shifts in interest rate pricing

  3. Use options to make asymmetric bets

Here’s how we find opportunities in interest rates to play defense (portfolio hedging) and offense (alpha generation):

Viking Fund Strategy

Tactical Trading

Identifying and capitalizing on short to medium-term market opportunities

Policy Edge

Leveraging deep understanding of monetary and fiscal policy impacts

Trend Analysis

Using the latest in data science to identify emerging market patterns

Risk Management

25% annual stop-loss with comprehensive scenario analysis and risk limit policies and procedures

The Viking Fund uses fixed income derivatives to profit from policy and positioning anomalies in global fixed income markets. With volatility targets of 20% annually, the fund aims for 15-25% annualized returns by identifying opportunities created by policy shifts and market imbalances

Sleepglad Strategy

Climate-Responsiveness

Analysis of monetary policy trends and fiscal policy risks

Versatility

Goal of 100% S&P performance in bull markets and 50% S&P performance in bear markets

Safety

Anticipate and manage through crises

The Sleepglad Fund uses fixed income instruments and options to hedge risks to equity portfolios

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