WhiteTip Capital

Let us research investment ideas for you or custom develop models to target specific risk/reward profile in asset classes, styles or markets. WhiteTip Capital, LLC is an independently registered investment advisory firm based just outside of Houston, Texas. It is the result of two separate quantitative asset managers merging to offer a diverse rang... e of quantitative strategies. We are dedicated to dynamically managing global investment portfolios utilizing our systematic quantitative developed models. From our first fixed income model developed in 1992, equity models in 1996, and ETF models in 2010 our goals have been to deliver consistent and steady returns while providing downside protection. Our objectives are to provide uncorrelated absolute returns to the equity and bond markets with a focus on capital preservation. Accounts are managed using systematic models to remove the human bias that can be harmful to investing. We set out to develop investment strategies that understood risk from an investors point of view. They may not understand what volatility means but they definitely understand losses in their portfolio. We have developed a robust set of quantitative investing strategies that are directionally agnostic and aimed at minimizing downside risk while maximizing the upside potential. The core objective is to manage risk while achieving positive performance, regardless of market direction, providing investors with improved risk-adjusted returns. Our strategies can be used to build total customized portfolio solutions to fill gaps in an existing portfolio. All of our strategies are 100% quantitative to remove the human bias from investing. Key factors are: Mathematically driven algorithm that focuses on the low volatility and momentum anomalies. Utilizes highly liquid treasury, high yield, bond and income ETFs / swaps tactically to achieve income and capital appreciation while minimizing potential drawdowns. Either risk on or risk off and flips about 1.2 times per year. Annualized volatility target of ...Read More