Dear Investors and Friends,

Our actively managed equity investment strategies continue to show robust growth. Here’s a brief summary of our year-to-date performance:

Aggressive: +70%

Adaptive: +38%

NexGen: +74%

Alpha Opportunity (Blend): +34%

Growth Discovery (Blend): +62%

S&P Index: +17%

June marked a special occasion for us: the Aggressive Growth program tripled its investment for our inaugural investor, who joined us 3 years and 11 months ago. We are immensely grateful to this investor and the subsequent group for their continued trust in these data-driven strategies, which we believe are the future. To illustrate, even cutting-edge fields like Artificial Intelligence rely heavily on vast amounts of data. However, we don’t incorporate AI in our strategies. Our approach focuses on End-of-Day trading, not intra-day trading. This strategy yields less data, insufficient for effectively training an AI model.

If you’re considering the best timing for additional investments, we recommend diversifying your investments over time and across multiple strategies or blends. It’s worth noting that many of our strategies take short positions more frequently than you might expect.

While our high-potential strategies offer considerable returns, they are inherently more volatile and therefore usually form a smaller portion of a client’s total assets. 

These products are designed for investors willing to accept more calculated risk for potentially greater rewards, especially those who lack the necessary skills to navigate these risks independently.

In contrast, our core strategies, despite being significantly less volatile, emphasize stringent risk control. They have demonstrated resilience during market downturns and consistently outperformed their benchmarks. Our objective is to create an optimal balance of risk and reward in each client’s portfolio by integrating core and high-potential strategies.