Our approach

A disciplined, systematic investment process

Hidden Point Capital is a quantitative investment management company managing a long-hedged equity portfolio. We seek to deliver strong risk-adjusted returns through quantitative and statistical methods and disciplined risk management.

The fund invests in equities and equity-related instruments across global developed markets, primarily the United States, combining multiple independent sources of potential return through exclusively quantitative models.

Our process is grounded in the academic literature on factor investing and supported by our own empirical analysis.

The process

How the portfolio is built

  1. Universe selection

    We screen several thousand developed-market equities, primarily U.S.-listed, down to the most liquid, investable names.

  2. Multi-factor analysis

    Fundamental, technical, and sentiment signals are combined through adaptive machine-learning models.

  3. Sector ranking

    Candidates are scored on a sector-relative basis to isolate genuine alpha.

  4. Regime-based exposure

    Tactical exposure adjusts to the prevailing market and volatility regime.

  5. Position sizing

    Capital concentrates in the highest-ranked names, beta-normalized and risk-capped.

  6. Continuous rebalancing

    The portfolio is rebalanced on a disciplined weekly cadence.

  7. Dynamic hedging

    A beta-targeted index hedge scales with the regime to manage drawdowns.

We combine machine learning and statistical methods with decades of pricing and fundamental data to keep the portfolio aligned with prevailing market conditions.

This approach is designed to produce a portfolio of positions that seeks to mitigate downside risk under adverse market conditions while participating in periods of positive equity market returns.

To discuss the strategy in detail, request our fund materials.