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 biggest 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 lax 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 vision is to generate positive returns every single year, and our mission embodies the firmness of purpose with adaptive tactical procedures to secure this visionary end.
Investment Management
Z-alpha Trading System is the algorithmic trading platform used to exploit behavioral bias to benefit the family investment trust that manages the financial assets of its founder, family members, and all eligible employees. Acknowledging price action is an observable reality and the 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 keys to exceptional long-term results include maintaining a balanced diversified portfolio with excellent liquidity, all the while habitually seeking to avoid the interruption of the annual frequency of compounding.
Investment Objective
Z-alpha Trading System is a dynamic, rules-based, algorithm-driven complete trading system. The system subroutines are primarily designed to identify and capture price movements of all the constituents in the S&P 500® index, utilizing ETFs and index futures contracts in both upside and downside market conditions, with the long-term objective of delivering superior risk-adjusted returns by continually providing low correlation to the S&P 500® index over a variety of market cycles.
Z-alpha Team
We are a group of folks managing a private family investment trust in the outskirts of Columbus, Ohio, USA. Over the years, we have transitioned to an all-remote workforce model. In addition, we oversee specialized services for investors. Now and again, we contribute our insight on investment platforms with the sincere hope of improving people’s lives as it pertains to investing. In keeping with our commitment to improving lives, the investment trust supports broad-ranging philanthropic endeavors and community initiatives. Investment edges are elusive in this business, and if we could offer one piece of guidance, it would be to adapt constantly.