InstitutionalTrendR3
QQQ / SPY Trend OverlayTime-series trend on US index ETFs. Dual moving-average with a volatility budget. Flat in chop.
APR
+33.85%
30D
+6.21%
TVL
$12.10M
Max DD
-8.60%
Lockup
3d
Min
$1,000
635 depositors · 675d
Jonah Vale
CIO, Northshore Quant. Builds trend and residual-momentum sleeves on US and HK listings.
Thesis
Stay long high-quality momentum only when realized vol is inside the budget.
Deposits go into a specific vault: a manager can run several strategies, and each vault has its own lockup, fees and risk grade.
Trading involves risk. Past performance is not indicative of future results. Vault NAV can rise or fall.
- AUM on Orbit
- $22.30M
- Vaults
- 3
- Depositors
- 1,536
- APR (weighted)
- +26.59%
- 30D
- +4.90%
- YTD
- +17.47%
- Worst DD
- -9.40%
- Sharpe
- 1.30
- Since
- 2 Nov 2024
Vaults run by this manager
Each vault is deposited into and redeemed on its own.
InstitutionalQuant Multi-factorR3
US Residual MomentumCross-sectional momentum on US mega-caps after stripping market and sector beta. Long the residual winners, flat otherwise.
APR
+20.77%
30D
+3.90%
TVL
$6.40M
Max DD
-7.20%
Lockup
3d
Min
$1,000
628 depositors · 512d
InstitutionalTrendR4
HK Tech TrendTrend sleeve on Hong Kong-listed platform names. Expect long flat stretches; the sleeve only pays in a regime.
APR
+13.26%
30D
+2.40%
TVL
$3.80M
Max DD
-9.40%
Lockup
5d
Min
$1,000
273 depositors · 384d