Exos Risk-Managed Bitcoin Strategy

Exos and Eaglebrook have partnered to offer RIAs and institutions an actively managed bitcoin investment strategy. These portfolios will be separately managed accounts (SMAs) utilizing models provided by Exos to Eaglebrook on a non-discretionary basis. Such SMAs offer direct ownership, minimal tracking error, low minimums, and portfolio reporting integration. This partnership offers RIAs and institutions a best-in-class technology-driven investment platform with digital assets model portfolios designed by a world-renowned investment manager experienced in blockchain technology and asset management to manage their clients’ SMAs.

At Exos Financial, an independent and dedicated group has been building digital asset expertise and managing a risk-managed bitcoin strategy since 2020. The firm has been developing algorithms and trading signals to help clients achieve risk-managed exposure to Bitcoin and the Digital Asset class. Exos Asset Management utilizes a suite of machine learning tools to identify the nonlinear patterns and complex interactions among the features. Exos Asset Management evaluates the predicted returns from machine learning models, trading cost and risk constraints to construct a portfolio systematically.

Exos Risk-Managed Bitcoin Strategy

The Risk-Managed Bitcoin Strategy seeks to produce higher risk-adjusted rate returns by using quantitative risk management and machine learning techniques to manage downside risk. The Strategy provides weighted exposure to Bitcoin based on data-driven signals.