OVERVIEW

Services

Two service lines built for disciplined investment execution.

Portfolio Solutions

We begin with the client's stated investment objective.

Portfolio work is constructed around:

The stated investment objective and mandate constraints
Documented investment policy and governance expectations
Research-driven portfolio construction and implementation
Transparent reporting and direct access to decision-makers

Investment Strategies

US Equity Alpha and Volatility Yield Total Return are managed with research-driven conviction and process discipline.

US Equity Alpha Volatility Yield Total Return Separately Managed Accounts Fund Vehicles Planned Research-Driven Conviction Disciplined Execution US Equity Alpha Volatility Yield Total Return Separately Managed Accounts Fund Vehicles Planned Research-Driven Conviction Disciplined Execution US Equity Alpha Volatility Yield Total Return Separately Managed Accounts Fund Vehicles Planned Research-Driven Conviction Disciplined Execution

US Equity Alpha

US Equity Alpha pairs a top-down view of sector opportunity with bottom-up conviction in individual businesses. We believe sector allocation is the principal driver of long-run equity returns, and we build a focused portfolio of 15 to 30 high-conviction holdings to express that view — favoring durable, well-capitalized companies whose fundamentals are misunderstood or underappreciated. A consistent risk framework anchors position and sector concentration throughout. The strategy is designed as an active satellite to a core US equity allocation, seeking benchmark-beating returns over a full market cycle.

Volatility Yield Total Return

The Volatility Yield Total Return strategy will seek to generate returns by collecting the premium that options markets persistently overcharge for protection against price swings — a source of return we believe is underappreciated and overlooked by most investors. The strategy will employ a systematic, rules-based process to identify select opportunities across liquid US equities where this premium is most attractive, expressing each view through defined-risk positions whose maximum loss is known in advance. The strategy will seek to minimize downside risk through disciplined position sizing, predefined exit rules, and a consistent risk framework applied to every trade.

Acribus Capital team discussing investment objectives in a meeting

Endowments and Foundations

We construct portfolios designed around spending policy, intergenerational obligations, transparent process, and direct reporting.

Institutions

We provide institutional-grade research, reporting discipline, and operating infrastructure at the scale appropriate for boutique mandates.

Family Offices

We work alongside family office principals and advisers to construct portfolios calibrated to multi-generational objectives.

UHNW Families and Mission-Aligned Organizations

We bring institutional investment discipline to families and organizations aligning capital with long-term objectives and mission.

Advice built around stated investment objectives.

Talk with Acribus Capital about Portfolio Solutions, Investment Strategies, or the mandate you are preparing to evaluate.

Services disclosure

Investment advisory services are offered by Acribus Capital, LLC, a Registered Investment Adviser. The services described above are subject to a written investment management agreement. Acribus Capital does not provide legal, tax, or accounting advice. Clients should consult their own legal, tax, and accounting advisers regarding their specific circumstances.