Philosophy Three Core Principles Systematize everything — Repeatable beats heroic. If we can’t express it as rules, we don’t run it. Breadth over cleverness — Compute is cheap; missed regimes are expensive. Explore wide, simulate hard, then prune. Evidence-informed capital allocation — Size and promote from evidence, not unsupported conviction. How we enforce this →
Data Clean, consistent inputs Continuous futures & multi-asset ETFs Macro fundamentals & standard technicals
Notebooks Raw → features → backtests Narrative, reproducible templates Promotion staging & A/B tracking
Regimes Representative strategy research Example Research role Signal family How it is evaluated Mogul One research sleeve Mean reversion Against governed evidence and portfolio controls. Groomer One research sleeve Trend following Against governed evidence and portfolio controls.
Policy & Guardrails Calibration & promotion Test: compare ideas across broad opportunity sets Promote: retain only evidence-supported candidates Review: breach a rule → investigate before extending use Same rules for portfolios Keep research and implementation boundaries explicit Separate demonstrated features from planned extensions Maintain reviewable lineage and assumptions How this can support Advisor Solutions