QTR Capital Management LLC is an alternative investment management firm. Our team actively manages four long/short strategies and a fixed-income alternative fund with advantageous tax and liquidity benefits.
1) Capital preservation is a top priority – We follow strict exit rules that allow the winners to run, but able to exit positions fast enough to lock in gains and preserve capital during periods of high volatility.
2) Our portfolio managers are trained as traders, so we are nimble, fast moving and follow our entry and exit rules decisively.
3) We leverage sophisticated analysis that blends technical, fundamental and factor-based quantitative analysis.
Small & Mid Cap Growth focuses on stocks with a market cap between $250 million and $7 billion. This strategy identifies fundamentally strong companies that have moved into high probability bullish technical & statistical setups. For the bullish trades we buy the underlying stock. For the bearish trades we buy put options.
Contrarian Fund identifies stocks that have been out of favor for 6 to 12 months and are starting to recover. This strategy identifies companies with improving fundamentals where the stock has moved into a high probability bullish technical setup. For the bullish trades we buy the underlying stock. For the bearish trades we buy put options.
Alternative Income Fund uses a proprietary methodology leveraging broad-based S&P500 and Dow Jones index options to generate guaranteed income. This strategy overcomes limitations and drawbacks of traditional fixed income investing in bank CDs, US Treasuries, Muni/Corporate bonds and preferred stocks with better tax treatment where 60% of yield is taxed as long-term capital gains. Moreover, the investor can liquidate at any time without impacting the overall effective yield.
Sector Rotation identifies high probability trades on stocks that reside in the strongest industry sectors. The strategy’s foundation is based on how institutional money continuously rotates from sector to sector. Our algorithm continuously monitors and ranks 60 industry sectors, and then “follows the money” by identifying the strongest stocks within the strongest sectors. For the bullish trades we buy the underlying stock. For the bearish trades we buy put options.
Big Cap Growth identifies stocks with a market cap of $7b or greater that have strong technicals, fundamentals and statistical probabilities through quantitative analysis. For the bullish trades we buy the underlying stock. For the bearish trades we buy put options.
For an intro video please click here.
To view the performance of each strategy please go here.
To view the fact sheet for each strategy please go here.
To view our weekly market analysis please go here.