WHO WE ARE
01 / FIRM FACTS
Founded in 2019
Alternative investment-focused subsidiary of Applied Value Group, a Management Consulting firm with offices in New York, San Francisco, Miami, Shanghai, Stockholm, Copenhagen, Helsinki, and Istanbul.
02 / APPROACH
Technology & Data
03 / OBJECTIVE
To deliver superior risk-adjusted returns in all economic conditions.*
*Past performance is not indicative of future results. Futures and Option trading can quickly lead to large losses as well as large gains.
WHAT WE DO
We apply quantitative methods to alternative investment management. Our investment decisions are driven by the empirical analysis of data.
Our goal is to find predictive signals that form the basis of our investment tactics.
Our research begins by examining our extensive economic and financial data sets. In a process-driven fashion, we devise and test investment models that apply pattern recognition and machine learning techniques, along with other mathematical modelling, looking for statistical significance to give us a probabilistic edge for our investment tactics.
We review the performance of each tactic and the composite portfolio in real-time, on a daily, weekly, and monthly frequency to ensure that performance is in line with our investors expectations.
Bruce H. Grant
Chairman of Applied Value Group
Mr. Grant is the Founder and Executive Chairman of the Applied Value Group, the parent company of its Alternative Investment Division, Applied Investments, LLC.
Mr. Grant serves as an Officer and Director on numerous privately held and public companies in North America, Europe, and Asia, including his recent appointment as Director at Vestas Wind Systems (VWDRY). He spent the majority of his career as a management consultant for large publicly traded companies in North America and Europe. Additionally, he has spent the last fifteen years building the Private Equity & Venture Capital Division of the Applied Value Group, which creates value in niche industries both in North America and Europe.
Mr. Grant holds a BSc in Chemistry and Mathematics and an MSc in Business Economics from the University of Gothenburg, Sweden, as well as a PhD Cand from Chalmers University of Technology.
Atanas G. Petkov
Portfolio Management &
Mr. Petkov is a founding member of Applied Investments and focuses on investment research and portfolio management.
Mr. Petkov spent the last five years developing, implementing and managing systematic quantitative volatility and equity investment strategies at boutique hedge funds. Prior to that, he performed probabilistic tail-risk modeling and management related to catastrophe bonds and other insurance-linked securities.
Mr. Petkov graduated Summa Cum Laude from Princeton University with a B.A. in Economics and certificates in Applied Mathematics, Finance, and Engineering & Management Systems.
Brandon S. Roberts
Investment Analyst &
Director of Finance & Operations
Mr. Roberts is a founding member of Applied Investments and oversees company and investment operations.
Mr. Roberts has deep expertise in all facets of hedge funds and the investment management industry, having held crucial positions over the last seven years in investment advisory firms. In previous roles, he has been instrumental in structuring debt and equity offerings, managing company cash flow and financial reporting, compiling investor performance reports, and running back-office investment operations of a hedge fund.
Mr. Roberts holds a Bachelors of Business Administration and the Financial Analyst Program Certification from Florida Atlantic University.