Framework Overview

Allocation, Regime Awareness, and Conviction Through Market Cycles

Our work is grounded in a simple premise: capital is deployed very differently by institutions and family offices than it is discussed in public markets.

Meaningful returns are generated through sustained participation in primary trends, while long-term success depends on recognizing when market regimes begin to change and adjust exposure accordingly.

The 80-20 Allocation Framework

We have structured our market work around an 80-20 capital framework.

Approximately 80% of the analytical focus is dedicated to identifying and sustaining long-duration, long-biased opportunities aligned with prevailing market regimes. This reflects how institutions allocators and family offices deploy capital, concentrating exposure where trends can persist across quarters or years.

The remaining 20% is reserved for risk management and capital protection when conditions deteriorate. This component is not designed as a return engine, but as a disciplined way to manage transitions, preserve capital, and reduce exposure as trend integrity weakens.

How the Framework Is Used

The framework translates market behavior into decision-level context, rather than commentary or trade instruction. Its purpose is to support allocation decisions by clarifying whether conditions favor sustained exposure, caution, or capital preservation.

Signals and outputs within the framework function as informational markers, not mechanical triggers. They help confirm alignment between price behavior and broader regimes, highlight changes in trend integrity, and support disciplined decision-making within a structured context.

This work is not signal-based trading, short-term forecasting, or tactical execution. It is intentionally allocation-first and long-biased, designed to complement institutional processes rather than replace them.

Framework Characteristics

The framework is designed to be repeatable, transparent, and adaptable across different market environments.

It emphasizes:

• Consistency of process rather than prediction of outcomes
• Alignment between market structure and capital deployment
• Discipline during extended advances and restraint during transitions
• A common language for evaluating exposure as regimes evolve

The objective is not to forecast markets, but to maintain clarity around when to stay committed, when to reduce exposure, and when capital is better preserved.

Who This Is Designed For

The framework has historically resonated with family offices, portfolio managers, allocators, and institutions managing multi-asset exposure, particularly where the challenge is not access to ideas, but maintaining conviction and discipline through full market cycles.

Continuing the Conversation

For those interested in seeing how this framework is applied as market conditions evolve, we periodically share concise perspectives illustrating regime shifts and allocation implications.

Access is limited and informational in nature.

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