The Altius Approach
We provide liquidity when markets are stretched. When panic pushes prices below fair value (a dislocation), we step in—we get paid extra for providing that liquidity when others won't. When markets offer little reward for the risk, we hold back.
Our strategy is built on behavioral discipline and a credit underwriting mindset—waiting for price extremes, then deploying capital with a structural margin of safety.
Capitalizing onDislocation.
The rise of passive investing and algorithmic trading has changed market structure. Volatility now compresses artificially—then explodes violently. During these explosions, traditional liquidity providers vanish. We fill that void, stepping in to buy at marked-down prices when frightened sellers will pay up for someone willing to take the other side — the extra return we earn for providing that liquidity in a crisis.
Our Core Principles
The Risk Grid
Our exposure is governed by a pre-committed framework tied to how calm or turbulent markets currently are. In calm markets, we stay defensive and preserve capital. When panic pushes prices below fair value (a dislocation), we step in—we get paid extra for providing that liquidity when others won't. When markets offer little reward for the risk, we hold back.
The Margin of Safety
When markets are turbulent, we set entry prices far enough from the market—often 15-20% away—that it would have to move dramatically against us before we lose money, while still earning the same expected return. This is the core of our edge: turbulence widens our cushion, letting us earn the same return with less risk of being wrong.
Survival-First Architecture
Every position has a fixed, known maximum loss before we enter—there is no open-ended downside—and we cut exposure automatically as losses grow. We never commit more than a fraction of our available capital (our buying power is strictly capped), so a worst-case shock can't wipe us out and we stay positioned to capture the recovery.
Our InvestmentProfile
We deploy capital at price and volatility extremes through options and futures on liquid indices and select single names. Options and futures are often assumed to be risky. We use them conservatively: every position has a known, capped maximum loss, we never commit more than a fraction of our capital, and we monitor risk daily. Our focus is capturing the gap between the fear priced into options and what actually happens. This is not a core holding. It's a satellite allocation—a small, opportunistic slice (typically 5–10%) alongside your core holdings. Built for accredited and high-net-worth investors and the advisors who serve them.
Full Alignment
The Principal has invested substantially all of his liquid net worth in the strategy—our outcomes are the same as yours. This alignment ensures that downside protection is not an afterthought; it is the foundation of every decision.
Let's talk
Built for accredited and high-net-worth investors, family offices, and the advisors who serve them. If you work with an advisor or manage significant assets, you likely qualify—reach out and we'll confirm.
Registered with the NFA as a Commodity Pool Operator, with risk reviewed daily.
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