For Discretionary Portfolio Managers
Keep Your Judgement.
Add a Systematic Edge.
Systematic tools built around a discretionary process: better ideas, a clearer view of the risk in your book, and your own rules tested before you rely on them. The judgement and the decisions stay yours.
IDEA GENERATION
Screens and ranking models over your universe, US or international, large or small caps, so the ideas worth your time reach you already prioritised.
YOUR BOOK, MEASURED
Factor exposures, concentration, crowding and stress tests on the portfolio you already run, so you know which bets you are really making.
YOUR RULES, TESTED
The implicit rules behind your entries, exits and sizing, written down and backtested honestly, with realistic costs, before you rely on them.
HEDGING & OVERLAYS
Systematic hedges and sizing rules around your discretionary positions, to keep the risk you want and cut the risk you did not choose.
AI FOR YOUR RESEARCH
Language models on filings, earnings calls and news, and AI agents in your research workflow, so your analysis covers more names in less time.
MAINTAINED, NOT ABANDONED
Every tool comes with its data pipeline and is kept running and up to date, so it is still there, and still right, when the market turns.
Write to us at ivan@noaxcapital.com with how you invest today. We build the tools; the judgement and the decisions stay yours. We do not manage client money or recommend specific investments.
TWO WAYS TO WORK WITH US
Our highest-conviction strategy has limited capacity, so we reserve it for managed accounts and advisory mandates. For everything else, we design and maintain strategies for you.
Run for you
Noax Systematic L/S Equity as a separately managed account or an advisory mandate, through our regulated partners and under their authorisation.
SMA & Advisory →Built with you
Strategies designed and maintained for your universe, data and constraints, with the research, tools and training around them.
Consulting →Want a systematic edge on your process?
Your universe, your rules and the tools that fit, on the table in one call.