Strategies

Each strategy is fully documented with entry rules, exit rules, expected statistics, and the market regime it's designed for.

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Growth Concentrator

Concentrated growth — maximum long-term wealth

● Live

Concentrates capital in the strongest secular growth leaders and lets winners run. Highest historical compounding of the five — backtested 21.3% CAGR vs ~11.5% for the S&P 500, turning £1 into ~£34 over 18 years.

94% of years beat the S&P 500 (backtest) WR 21.3% CAGR · +9.8% vs S&P · Sharpe 2.38 R:R Weeks to months (monthly rebalance) Monthly rebalance trades/day
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Adaptive Pro

Regime-adaptive — beat the index consistently

● Live

Reads the market regime each month and shifts between offensive growth and defensive posture. The most consistent of the five — backtested 17.8% CAGR with the highest win rate against the index and a shallower drawdown.

97% of years beat the S&P 500 (backtest) WR 17.8% CAGR · +6.2% vs S&P · Sharpe 2.29 R:R Weeks to months (monthly rebalance) Monthly rebalance trades/day
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Steady Compounder

Lower-drawdown steady compounding

● Live

Prioritises a smooth equity curve: broad, quality-tilted exposure with the lowest drawdown of the five. Backtested 12.8% CAGR with the shallowest max drawdown (−17.3%) while still edging the S&P 500.

Beat the S&P 500 over the full backtest WR 12.8% CAGR · +1.2% vs S&P · Sharpe 2.20 R:R Weeks to months (monthly rebalance) Monthly rebalance trades/day
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Bull Hunter

Rides current market leaders aggressively

Beta

Aggressively rotates into whatever is leading right now, rebalancing more often to stay in the hottest names. Higher turnover and bigger swings. Backtested 16.4% CAGR.

58% of years beat the S&P 500 (backtest) WR 16.4% CAGR · +4.9% vs S&P · Sharpe 1.01 R:R Days to weeks (frequent rebalance) Frequent rebalance trades/day
🏛️

Index Shield

Simplest defensive, index-like approach

Beta

The simplest, most defensive option: broad index-like exposure with a protective overlay that de-risks in downturns. Trades less and stays close to the market, prioritising capital protection over outperformance.

Defensive — tracks near the index WR 9.3% CAGR · Sharpe 0.88 · lowest turnover R:R Months (infrequent rebalance) Infrequent rebalance trades/day