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EVOLUTION CAPITAL


LIQUID ALTERNATIVE STRATEGIES

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EVOLUTION CAPITAL


LIQUID ALTERNATIVE STRATEGIES

RESEARCH DRIVEN. ADAPTIVE. ABSOLUTE RESULTS.

 

At Evolution, we believe in PROOF not THEORY.  All of our portfolios are driven by a rules based systematic process, no emotions, no behavioral biases. Each strategy has years of research backing the investment process. They are adaptive to changing market conditions and focused on achieving positive returns annually.

 

 


LIQUID. ALTERNATIVE. TRANSPARENT.


LIQUID

EVOLUTION USES HIGHLY LIQUID STOCKS AND INDEX-BASED EXCHANGE TRADED PRODUCTS. INVESTORS HAVE DAILY LIQUIDITY OF THEIR ACCOUNTS.


ALTERNATIVE

EVOLUTION PROVIDES A SOURCE OF RETURN DIFFERENTIATED FROM TRADITIONAL LONG ONLY AND HEDGE FUND INDEXES.


TRANSPARENT

INVESTORS MAINTAIN CONTROL OVER ACCOUNT. INVESTORS CAN MONITOR INDIVIDUAL POSITIONS AND TRADES.




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LOW CORRELATION WHEN YOU NEED IT


LOW CORRELATION WHEN YOU NEED IT


LOW CORRELATION WHEN YOU NEED IT.

Most strategies show an increased correlation during negative market environments. Our adaptive process seeks to decrease correlation during periods of negative markets environments. The example below demonstrates how our Global Macro Strategy has shown lower correlation to the HFRI Macro (Total) Index during negative returns months.

The chart shows the total return when the HFRI Macro (Total) Index has experienced a positive monthly return. The Evolution Global Macro Strategy demonstrates a 0.56 correlation during these months.

The chart shows the total return when the HFRI Macro (Total) Index has experienced a negative monthly return. The Evolution Global Macro Strategy demonstrates a 0.14 correlation during these months.

WEALTH MANAGEMENT


WEALTH MANAGEMENT


OUR RELATIONSHIP BEGINS WITH A CONVERSATION

Each relationship begins with a discovery process.  We ask key questions and listen closely to your answers -- not just the words, but the philosophy of the message you are conveying.  We want to understand are client's financial profile, lifestyle objectives and attitude toward risk.  Once we understand what you value most, we craft a customized profile that reflects your overall financial situation and related interests.

 

OUR PROMISE

We promise to deliver an investment process with a foundation in transparency and accountability.  You will understand where you money is invested and why, how your investments are performing, and how much you are paying in fees.

 

OUR GOAL 

Our goals is to provide informed, objective advice about your finances, and the develop a disciplined framework for making investment decisions.  Together we create a customized blueprint that will guide the development and ongoing management of you portfolio.