Strategies

17 Orthogonal Quantitative Edges

Each strategy exploits a distinct market inefficiency. When two or more agree on the same ticker, the confluence engine elevates the signal to Tier 1 (Prime).

01 — Event Driven

Insider Activity (Form 4)

Cluster-aware Form 4 scoring with role weighting, dollar conviction tiers, and exponential time decay.

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02 — Momentum

Post-Earnings Drift (PEAD)

Captures the documented post-earnings drift after high-magnitude surprises, with volume confirmation.

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03 — Event Driven

Activist 13D Accumulation

Monitors Schedule 13D filings for activist accumulation above 5% ownership, scored by filer track record.

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04 — Momentum

Sector Momentum Rotation

Sector relative-strength ranking with buy-the-dip entries inside top-ranked sectors and regime-aware sizing.

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05 — Technical

VCP Breakout

Detects Minervini-style volatility contraction patterns with progressively tighter bases and volume dry-ups.

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06 — Flow

Short Squeeze Detection

Combines short interest %, days-to-cover, cost-to-borrow, and technical setup to score squeeze probability.

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07 — Flow

Unusual Options Activity

Detects directional options flow via sweep, block, and unusual call/put activity tagged for positioning vs hedging.

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08 — Macro

Credit-Equity Divergence

Tracks HYG/LQD/TLT spreads as a leading indicator for equity risk; long divergences signal macro stress before equities reflect it.

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09 — Mean Reversion

Pairs Trading

Sector-constrained distance pairs trading on cointegrated names; trade the spread when it diverges by a threshold.

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10 — Filter

Macro Regime Filter

Five-factor regime classifier (VIX, yield curve, credit, breadth, SPY) that scales position size 40-100% across all strategies.

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11 — Momentum

52w-High Momentum

Long stocks within 5% of their 52-week high with confirming trend and volume — George & Hwang anchor effect.

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12 — Event Driven

Buyback Announcements

Drift after new open-market share repurchase programs announced in 8-K filings; size, value profile, and recent weakness inform the score.

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13 — Arbitrage

Merger Arbitrage

Long the target after an M&A announcement; capture the spread to the announced cash deal price. Cash deals favored, regulatory friction discounted.

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14 — Arbitrage

SPAC Arbitrage

Long SPACs trading below estimated trust value pre-deSPAC vote; near-riskless redemption right plus free optionality on the eventual deal.

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15 — Arbitrage

Spinoff Arbitrage

Long newly distributed spinoffs in the 7–90 day window post-distribution; capture the forced-selling overhang documented by Cusatis-Miles-Woolridge.

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16 — Arbitrage

Holdco / Dual-Class Spread

Long the cheap class on a 17-pair curated list (BRK.A/B, GOOG/GOOGL, FOX/FOXA, etc.) when the price-ratio z-score breaches 1.5 standard deviations.

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17 — Factor

Low-Volatility Anomaly

Long-only tilt to the lowest-vol quintile of mid-cap names ($2B–$20B) with beta ≤ 0.85. Quality filter requires positive trailing earnings; regime-aware scoring boosts low-vol in defensive markets.

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