Principal & Chief Strategist

Michael began his research into systematic trend-following while working as a junior analyst at Bear Stearns and JP Morgan. Both, the Bear collapse and the Financial Crisis motivated him to challenge the traditional investing approach (Buy-and-Hold in concentrated portfolios) and develop something better.

He graduated from Seton Hall University (2006) with a degree in Accounting.

In January 2011, four partners contributed a total of $300,000 to help Michael launch his fund management career. Today, he manages capital for over 30 individuals and institutions.

I’ve learned through experience, spending time with people I admire and the many books I read per year (my bookshelf).

Partner – Advisory Board

Previously, Rick was the founder and CEO of Tradeworx Asset Management, Inc, as well as the President of Tradeworx, Inc (“Tradeworx”). Prior to his time at Tradeworx, Rick had an extensive and successful career in finance. He has held a range of senior positions at various leading financial institutions including Head of the OTC Options Trading Desk at both Salomon Brothers and UBS, and Head of the U.S. Treasury Strips Desk at Credit Suisse First Boston and also managed funds for a number of other investment firms. Before founding the General Partner, Rick played a key role in the building and success of Tradeworx, which operated several businesses including asset management, high frequency trading, and financial technology. Tradeworx developed advanced technology solutions, including specialized hardware and mathematical algorithms, for trading U.S. equity securities and currently trades approximately 5% of the daily U.S. equity trading volume through its high frequency trading platform. In the asset management arena, Rick was a strategist and head portfolio manager for Tradeworx’s flagship quantitative hedge fund, Ultra, from 2003 to 2010. Under his stewardship, the fund provided its investors with consistent, double-digit returns, with low correlation to US indices and minimal drawdowns. Rick holds a BS in Mechanical Engineering from MIT, and an MBA in Finance from UCLA.

Auditor
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