Heterodox approach. Orthogonal outperformance.

"Macroeconomics behaves like we're doing physics after the quantum revolution, that we really understand at a fundamental level the forces around us. We're really at the level of Galileo and Copernicus." ~ Adam Posen, Peterson Institute for International Economics

Primer

Our Goal

The next decade will be defined by stretched valuations , increased volatility, and a likely collapse of equity markets. As presently situated, wealth managers are ill-equipped to meet these challenges.

Valo Capital Management LLC was founded to provide solutions to these problems. We seek to provide clients with true diversification from systematic risk while also offering a return stream that exceeds a typical 60 / 40 portfolio.

Our Strategy

We construct portfolios that capture the upside of equity markets while also providing tail protection in a return additive manner.

To do so, we utilize a 1.5x levered 60 / 40 portfolio in combination with macro positions that offer positive carry with payoff structures that provide insurance against systematic risk.

Our Edge

Historically, wealth management has been little more than a sales role: convince clients that markets are efficient and that one simply needs to passively allocate over the long-term to receive safe, positive returns. Unfortunately, the changing structure of financial markets and the global economy renders this type of strategy dangerous and ineffective.

To truly safeguard wealth in this new era- while providing sufficient returns - more sophisticated portfolios must be constructed. Our team is at the forefront of economic and financial theory and we lever this expertise to provide capital protection in a manner that traditional wealth managers are, candidly, incapable of.