Numericon Alpha

Numericon Alpha: Flagship Multi-Strategy Portfolio

Our Risk Mandate: No Undefined Risk: We do not engage in "naked" trades or unhedged exposure.

  • Dynamic Allocation: We continuously reweight uncorrelated strategies based on the current market regime.

  • Statistical Edge: Every trade is backed by historical probability, not market sentiment.

1. Volatility & Market Neutrality (The Profit Driver)

  • Long-Short Volatility: Capitalize on US Equity market fear. We turn market turbulence into a repeatable statistical advantage.

  • Options Engine: Proprietary models executing Spreads, Iron Condors, and Diagonals to exploit market inefficiencies with defined risk.

2. Systematic Equity & Momentum (The Growth Driver)

  • US Index Trading: A disciplined, long-only approach to the S&P 500, Nasdaq, and Russell 2000, driven by volatility matrix analysis.

  • Crypto Momentum: Data-driven Bitcoin strategies with intraday tactical exits to capture upside while mitigating "crypto-winter" drawdowns.

3. Macro & Defensive Hedges (The Protection Driver)

  • Gold & Crude Oil: Exploiting intermarket dynamics and term-structure shifts to capture asymmetric opportunities in commodities.

  • Treasury Yield Curve: Capturing medium to long-term shifts in interest rate expectations via the derivatives curve.

  • Smart Cash: Zero idle capital. All remaining cash is deployed into Short-Term Treasuries for liquidity and steady yield.

Numericon Alpha Performance

A systematic, uncorrelated approach to global markets. We trade patterns, not opinions.

Numericon Alpha:

CAGR: 28.58%, Drawdown: -3.68%, Sharpe Ratio: 3.21

VBIX (60/40 Stocks-Bonds):

CAGR: 1.39%, Maximum Drawdown: -22.15%, Sharpe Ratio: 0.11

Performance represents a combination of audited backtesting (2022–2024) and live strategy execution (2025–Present). Past performance, whether simulated or real, is not a guarantee of future results.

Methodology

Systematic Wealth: Tailored Risk Regimes

Engineered for those who seek the power of Numericon Alpha with a focus on long-term stability and institutional-grade downside protection.

Choose Your Strategy:

  • The Growth Model (High Alpha)

    • Objective: Maximum capital appreciation.

    • Target: ~15% CAGR.

    • Best For: Investors seeking aggressive growth through high equity allocation.

  • The Balanced Model (Market Neutral)

    • Objective: Sustainable wealth creation.

    • Target: ~10% CAGR.

    • Best For: Those seeking a "smooth" equity curve with minimized correlation to market swings.

  • The Preservation Model (Capital Security)

    • Objective: Absolute downside protection.

    • Target: ~7% CAGR.

    • Best For: Conservative HNWIs focused on staying ahead of inflation while hard-coding capital safety.

Secure Your Institutional Advantage

Achieve institutional-grade capital efficiency through quantitative precision. From Separately Managed Accounts and Autonomous Execution to Bespoke Risk Architecture and Strategic Consulting, we provide the frameworks necessary to capture alpha and hard-code downside protection.

Submit the request below to initiate your consultation and access our onboarding documentation.

Risk Disclosure: Investing in financial instruments involves substantial risk, including the possible loss of principal. Quantitative strategies, backtested results, and algorithmic models are not guarantees of future performance. Market conditions can change rapidly, and technical factors such as API connectivity, software latency, or execution errors may impact results. MVK Alpha Capital does not provide guaranteed returns. All investment decisions are made at the client's sole discretion and risk.