Investment objective
Vision aims to deliver participation in up-trending digital asset markets while reducing drawdowns during adverse regimes. The strategy expresses its view through a curated universe of deeply liquid spot pairs, sized according to systematic factor and sentiment signals, and overlaid with a dynamic hedge that scales with regime deterioration.
Approach
- Universe. A curated, capacity-aware universe of the most liquid digital asset spot pairs on regulated and tier-one venues.
- Signal stack. A composite of momentum, carry, liquidity, and sentiment factors, each specified ex ante and validated out-of-sample.
- Regime overlay. A volatility- and trend-aware module adjusts gross and net exposure as the regime evolves.
- Hedge layer. When regime indicators deteriorate, the strategy reduces gross exposure and introduces systematic hedges, aiming to preserve capital without abandoning the long thesis.
- Execution. In-house smart order routing prioritising maker liquidity and minimising information leakage.
Who it is for
Vision is a strategy model designed for institutional use cases where systematic digital asset exposure forms part of a diversified portfolio, rather than a passive or discretionary allocation. Typical use cases include a core sleeve inside a digital asset mandate, a satellite position in a multi-asset portfolio, or a regime-aware alternative to buy-and-hold implementations. Where implemented, the strategy runs within a regulated asset-management framework.
Governance
The Vision model is built around an institutional risk framework: pre-trade VaR and concentration limits, venue and counterparty exposure caps, daily mark-to-market logic, transparent attribution, and an explicit capacity limit built into its design. Where the strategy is implemented, regulated portfolio management and its governance are carried out within an authorised asset-management framework.
Frequently asked questions
What is the investment objective of Vision?
Vision aims to provide systematic long exposure to a curated universe of liquid digital assets with a dynamic hedging overlay designed to mitigate drawdowns during adverse regimes.
Is Vision appropriate for institutional investors?
Vision is a strategy model designed for institutional use cases. Where implemented, regulated portfolio management is carried out within an authorised asset-management framework and is subject to that framework's eligibility and due diligence requirements.
How does Vision differ from passive digital asset exposure?
Unlike passive index exposure, Vision applies systematic factor and sentiment signals to size and hedge the book, seeking to participate in up-trends while reducing exposure during deteriorating regimes.
Discuss research, signals and tooling.
We are happy to walk regulated asset managers and institutional counterparties through the model's construction, risk envelope and the signal and monitoring tooling behind it.