Artificial
Intelligence
Machine learning that surfaces non-obvious patterns across vast, noisy datasets — held to strict out-of-sample standards.
Intelligence for Capital
Advances in technology, combined with years of trading experience — in pursuit of attractive risk-adjusted returns.
01 — Who we are
Avelorn is an investment firm combining advances in technology with years of trading experience.
A data-driven approach focused on AI, applied mathematics, behavioral psychology and traditional finance — designed to seek attractive risk-adjusted returns.
02 — Four disciplines, one process
Where the model meets the market.
No single lens explains markets. We integrate four — and require them to agree before capital moves.
Artificial
Applied
Mathematics
Probability, statistics and optimization translate conviction into position sizing, hedging and portfolio construction.
Behavioral
Psychology
Markets are made of people. We model the biases that move prices — and design our process to resist our own.
Traditional
Finance
Fundamental value and rigorous analysis of companies anchor every signal to economic reality.
03 — Our approach
A disciplined approach to investing.
i.
Fundamental Value
Our processes and strategies focus on the fundamental value and analysis of companies and their associated financial instruments.
ii.
Systematic Approach
We utilize a systematic approach to investing and trading to provide consistent, long-term performance across market regimes.
04 — Investment vehicles
Instruments in harmony.
Avelorn manages various investment vehicles, instruments and strategies in concert — each chosen for the risk it expresses, not the story it tells.
- 01EquitiesFundamental and systematic long/short exposure.
- 02OptionsVolatility and convexity to shape payoff profiles.
- 03DerivativesEfficient hedging and precise risk transfer.
- 04AlternativesDiversifying return streams beyond traditional beta.
05 — Avelorn principles
Designed to differ from other funds and institutions.
Every Avelorn investment is designed following the principles that define how we think about risk, return and time.
Explore our Insights
All articles06 — Resources
One firm, three audiences.
01.
For Fund Investors
A private area for investors and principals Avelorn works with directly, holding current materials and updates. Access is provided by Avelorn.
02.
For the Public
Information and education about Avelorn techniques, methodologies and strategies through our published writing.
03.
For Principals
A single hub for Avelorn activities, with the ability to reach the intended audience and provide updates at any time.