WAVES™ Portfolios
Live demonstration of WAVES Intelligence™ in action. Diversified portfolio strategies proving disciplined, risk-aware decision-making under real market conditions.
Each WAVES™ portfolio operates as a live proof of the WAVES Intelligence™ platform's effectiveness. These are not speculative products—they are real-world demonstrations of the decision infrastructure's transparency, governance, and explainability under live market conditions. Institutions can engage with WAVES™ portfolios as live mandates powered by the platform, license WAVES Intelligence™ as decision infrastructure for their own portfolios, or pursue both in a deeply integrated approach.
Investment Waves
Explore our portfolio of strategic investment waves
Wave 1 - Core Equity
ActiveLarge-cap quality core portfolio. Capital Role: Portfolio foundation (40-60% allocation). Risk Regime: All-weather positioning. Allocation Purpose: Beta exposure with quality overlay. Portfolio Sleeve: Core/Satellite foundation.
Wave 2 - Growth Alpha
ActiveMomentum-driven growth strategy. Capital Role: Opportunistic allocation (10-20%). Risk Regime: Risk-on positioning. Allocation Purpose: Alpha capture in expansion cycles. Portfolio Sleeve: Satellite growth engine.
Wave 3 - Value Recovery
ActiveSystematic value with mean reversion. Capital Role: Contrarian allocation (10-15%). Risk Regime: Risk-off/recovery phases. Allocation Purpose: Capture mispricing and market dislocations. Portfolio Sleeve: Defensive/Opportunistic blend.
Wave 4 - Income Generation
ActiveDividend sustainability mandate. Capital Role: Stable income sleeve (15-25%). Risk Regime: Low volatility preference. Allocation Purpose: Cash flow generation and capital preservation. Portfolio Sleeve: Defensive core.
Wave 5 - Multi-Factor
ActiveValue-momentum-quality-volatility blend. Capital Role: Diversified factor exposure (20-30%). Risk Regime: Regime-adaptive positioning. Allocation Purpose: Balanced factor returns across cycles. Portfolio Sleeve: Core diversification.
Wave 6 - Sector Rotation
ActiveMacro-driven sector allocation. Capital Role: Tactical positioning (5-15%). Risk Regime: Cycle-dependent rotation. Allocation Purpose: Economic cycle alpha capture. Portfolio Sleeve: Tactical overlay.
Wave 7 - Global Diversification
ActiveInternational equity with currency management. Capital Role: Geographic diversification (15-25%). Risk Regime: Global macro-aware. Allocation Purpose: Non-US growth and diversification. Portfolio Sleeve: Geographic expansion.
Wave 8 - Small-Mid Cap
ActiveSize factor with liquidity constraints. Capital Role: Inefficiency capture (10-20%). Risk Regime: Risk-on with higher volatility. Allocation Purpose: Small-cap premium and market inefficiency. Portfolio Sleeve: Opportunistic alpha.
Wave 9 - Innovation Thematic
ActiveSecular technology and innovation trends. Capital Role: Thematic growth (5-15%). Risk Regime: High conviction, growth-oriented. Allocation Purpose: Long-term secular alpha capture. Portfolio Sleeve: Thematic satellite.
Wave 10 - Defensive Positioning
ActiveLow-beta capital preservation. Capital Role: Risk mitigation (10-20%). Risk Regime: Risk-off and volatility spikes. Allocation Purpose: Downside protection and stability. Portfolio Sleeve: Defensive anchor.
Wave 11 - ESG Integration
ActiveSustainable investing with ESG factors. Capital Role: Values-aligned allocation (10-30%). Risk Regime: Long-term orientation. Allocation Purpose: ESG alpha and impact alignment. Portfolio Sleeve: Core with values overlay.
Wave 12 - Volatility Harvesting
ActiveOptions-based volatility strategies. Capital Role: Alternative return stream (5-10%). Risk Regime: Volatility regime-dependent. Allocation Purpose: Uncorrelated alpha and volatility capture. Portfolio Sleeve: Alternative diversifier.
Wave 13 - Macro Allocation
ActiveMulti-asset global macro positioning. Capital Role: Dynamic beta adjustment (10-20%). Risk Regime: All-weather with tactical shifts. Allocation Purpose: Top-down allocation and currency exposure. Portfolio Sleeve: Strategic macro overlay.
Wave 14 - Market Neutral
ActiveLong-short equity with factor neutrality. Capital Role: Absolute return sleeve (5-15%). Risk Regime: Market-neutral positioning. Allocation Purpose: Pure alpha extraction independent of beta. Portfolio Sleeve: Alternative alpha.
Wave 15 - Special Situations
ActiveEvent-driven catalyst strategies. Capital Role: Opportunistic events (5-10%). Risk Regime: Event-specific timing. Allocation Purpose: M&A, restructuring, and corporate action alpha. Portfolio Sleeve: Tactical opportunistic.
Ready to Explore Platform Capabilities?
Experience WAVES Intelligence™ decision infrastructure and WAVES™ portfolio validation. License the platform, access portfolio mandates, or pursue integrated institutional deployment.