Principal Protected Momentum Strategy

INVESTMENT STRATEGY

This Strategy aims to protect capital while also providing potential growth through risk managed option-based exposure to digital assets. The Strategy consists of two parts: a fixed income portion and an options portion. The fixed income segment targets principal protection and generates interest income, which finances the options strategy. Meanwhile, the options segment endeavors to capitalize on directional movements in the selected digital assets.

WHY PRINCIPAL PROTECTED MOMENTUM STRATEGY?

Participate in High Growth Market with Principal Protection

The Principal Protected Momentum Strategy provides investors with the opportunity to engage in the high-growth potential of the digital asset market, while placing a strong emphasis on capital preservation. This Strategy's balance between growth potential and capital protection is attractive to investors who are interested in high-growth prospects but remain wary of associated downside risks.

Proprietary Quantitative Model for Trading Decisions

We utilize a sophisticated, proprietary quantitative model that guides directional trading decisions. This data-driven approach determines our strategy for entering and exiting risk exposure, aiming to optimize the performance of the investment portfolio.

Active Management with Systematic Profit Taking

Our systematic profit-taking process plays a key role in capturing gains. This proactive approach to risk management aims to retain profits and protect the strategy amidst market fluctuations.

WHO IS THIS STRATEGY FOR?

Investors seeking to participate in the high growth potential of digital assets while targeting principal protection.

STRATEGY DETAILS

Management Fee

2%

Performance Fee

20%

Advisor

Virgo Digital Asset Management

Custodian

Interactive Brokers Canada

Asset Class

Fixed Income + Options

Portfolio Manager

Kevin Jiang, CIO and Interim CEO

Investment Partners

Contact Us

Ready to explore how VDAM can elevate your portfolio? Get in touch with us today to learn more about our tailored digital asset investment solutions.