We run a focused strategy investing in high-conviction U.S. growth stocks, using disciplined, research-driven selection built on 8 years of experience.

Pure US Growth Strategy

We do not charge a flat management fee, so we only earn well when you earn well. Every decision is oriented toward absolute returns, not benchmark-hugging. Our incentive is precisely aligned with yours.

Return-First Philosophy

Fixed position risk of 1–1.25% per trade. When the market corrects, our portfolio typically loses less because we move to cash when conditions deteriorate. Capital preservation in downturns is as important as growth in uptrends.

Asymmetric Risk Control

We are not day traders. Each position is held for weeks to months, allowing the thesis to mature and compounding to work. This means fewer commissions, better tax treatment, and significantly reduced noise.

1–3 Month Holding Periods

We focus exclusively on U.S. equities demonstrating earnings acceleration and relative price strength because companies growing faster than the market with institutional sponsorship. We only buy what is already working.

Stocks That Outgrow the Market

Investment Philosophy

How to Work With Us

Three steps stand between you and a fully managed, transparent investment strategy.
  • Minimum Deposit of $100,000

    We work with clients who have a minimum investment of a $100,000. This ensures that we can build a high-conviction portfolio that performs well in any market condition.

    Entry threshold: $100K USD
    1
  • We Align on Your Strategy

    We sit down and discuss your financial goals, return targets, risk tolerance, and time horizon. Together we decide the approach.

    Personalized to your goals
    2
  • Sign & Set Up Your Account

    We sign a formal cooperation agreement. Then you open a brokerage account at any broker you choose — in your own name, under your full control.

    Your broker. Your account.
    3
Fee in a flat year
Account ownership
Performance fee
Lock-up period
Minimum entry
Management fee
You still pay 2%
Fee in a flat year
Account ownership
Performance fee
Lock-up period
Minimum entry
Management fee
Pooled fund
20% of all gains
1–3 years
$1M–$5M
2% per year

Traditional Hedge Fund

The "2 and 20" Model
You pay nothing
Your own account
30–50% (tiered)
None
$100,000
0% — none

Trend Alpha

Performance-Only Pricing

Comparison Trend Alpha vs. Hedge Fund

We're motivated by growing your returns. No flat 2% management fee, and no 20% performance fee.

20%+
Return Tier

5% to 20%
Return Tier

0% to 5%
Return Tier

30% of returns between 5% and 20%, plus 50% of returns above 20
30% of returns between 5% and 20%
You pay nothing
Portfolio
Our Fees

Management Fees

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Schedule a private consultation. We’ll walk you through our current positioning, fee structure, and how a managed account would be set up specifically for you.

Ready to Put Your
Capital to Work?