Highs & Lows
Out of the starting blocks, some forty-plus years ago, in all likelihood, I made every trading misstep time and time again in various financial markets. After settling in on the options market and becoming one of the largest OEX index option traders, I was, again, beaten hollow by the market and index trading specifically. Done with the endurance test, I realized the significance of having a quantitative and systematic approach, thus embarking on the purposeful endeavor of creating a workable trading system. Following comprehensive testing of higher-order polynomial regression methods and technical analysis theories with actual trading, the algorithms became of value, and through continuous research and improvement, have maintained sustainability. The Z-alpha Trading System™ integrates the outperformance potential of discretionary with quantitative to collaborate across the two spectrums to compound capital through rising and falling markets with well-reasoned risk. Even though alpha results always matter, the investment process is far more reaching. As futures traders deploying hedged equity strategies, I would be one-sided if I didn’t state that even now (sometimes), but not very often, we are the investment lexicon known as the bag holder. Z-alpha’s pursuit of excellence and aspiration is to generate positive returns every calendar year, and our mission embodies the firmness of purpose with adaptive tactical procedures to secure this visionary end.
Bob, Fellow Market Participant
System Basics
Z-alpha Trading System™ is a dynamic, rules-based, algorithmic-driven complete trading system with a capital preservation directive. A set of instructions designed to identify and capture price movements of all the constituents in the S&P 500® index by harnessing ETFs and index futures contracts in both upside and downside market conditions, with the long-term objective of delivering outstanding risk-adjusted returns by continually providing low correlation to the S&P 500® index over a variety of market cycles. System’s Recurrent Mandate: preserve capital first and foremost, sustainability, strategic asset accumulation, and scalability optimization.
Z-alpha Team
Managing assets for a private family investment trust domiciled on the outskirts of Columbus, Ohio, USA. Acknowledging that price action is an observable reality and the hard truth, we never idle away time, framing opinions or views, but rather concentrate on our process, course of action, and execution. Under our beliefs and principles, the criterion for exceptional long-term results includes maintaining a well diversified portfolio with excellent liquidity while habitually seeking to avoid the interruption of the annual frequency of compounding. In addition, we oversee specialized services for investors. Now and again, we contribute our insight on public investment platforms with the sincere hope of improving people’s lives as it appertains to better investing. In keeping with our commitment to improving lives, the investment trust supports broad-ranging philanthropic endeavors and community initiatives. If we could offer one piece of guidance, it would be to adapt regularly.