Octic Capital Management is a boutique, alternative investment firm specializing in private offerings investing in the emerging digital asset and cryptocurrency space. The firm seeks to deliver low correlation alphas to institutions, family offices, and high net-worth investors.
The Octic All-Weather Blockchain Fund’s multi-strategy approach utilizes a suite of systematic, data-driven cryptocurrency investment strategies based on quantitative and fundamental inputs. A quantamental approach along with discretionary oversight is critical to optimize risk-adjusted returns in the long-term evolution of the cryptocurrency markets.
Active risk management is integral to the long-term success of our Fund. Our multi-strategy, quantamental approach is designed to navigate the emerging cryptocurrency market and allows the Stonegate Octic portfolio team the ability to adapt their investment approach as structurally persistent alpha sources shift. Key to managing risk and limit downside is our robust research, nimble system allocation, careful management of net exposure, and the potential to profit in any market environment.
The investment objective is to maximize long-term risk-adjusted returns while maintaining steady short-term performance in all market environments. Utilizing a combination of quantamental based strategies and discretionary oversight the portfolio management team is optimally poised to succeed in both the current and future phases of the cryptocurrency market.
30+ years of cumulative experience managing assets at proprietary trading firms, hedge funds, and banks
A decade of continuous risk adjusted outperformance managing portolios with assets in excess of $100 million USD
Multi-strategy approach seeks to profit in all markets, looking to maximize longterm risk-adjusted returns
We automate, scale, and enhance traditional valuation and econometric models for robust and timely insight
Wei previously worked as the head trader for JE Moody & Co. where he was responsible for the fund’s relative value trading desk that managed $500 million in assets under management. Wei was a key contributor to the firm’s trading model research and developed multiple trading models for the fund. Wei holds a M.S. in Computational Finance from one of the earliest computational finance programs with a 4.0/4.0 GPA and has over a decade of experience trading and researching commodity, FX, interest rate, equity, option, and futures markets. Wei also holds a Master of Urban and Regional Planning and previously worked in quantitative urban and geographical data analysis and real estate investments.
Ben is a trader and strategist that worked under Wei Liu at JE Moody & Co. while earning his undergraduate degree. There he developed and live-traded a futures volatility arbitrage trading system and was consequently offered a capital pool by Dr. Moody. He has since worked in New York as a discretionary proprietary trader for Trillium Trading, a quantitative/algorithmic proprietary trader at Tower Hill Trading, and was most recently at the Alternative Investment Group at Morgan Stanley where he consulted a channel of over 17,000 financial advisors on relative value/statistical arbitrage strategies and funds.
Luke is a blockchain technology and cryptocurrency trader who has been involved in cryptocurrency since 2012. Mr.Blodgett is fluent in Mandarin Chinese and has raised venture capital in China for several businesses he founded, ran, and successfully exited during his seven years living in China. Prior to running his current company Mr. Blodgett spent nine years in the technology field.