Our Approach

The core
Since 2019, we’ve searched for ways that data and technology can make us better at what we do. We never stop researching and developing.

We’ve been pushing the frontiers of Big Data since before it was a buzzword. To us, it’s just data. We work with vast sets of it, from tens of thousands of diverse sources.

Technology drives our business. We use machine learning, distributed computing and other technologies to find connections in the world’s data.

We follow principles rooted in technology and data science as much as those found in financial services. Fields like machine learning and distributed computing guide us.
Transformative data science.
We’ve been pushing the frontiers of Big Data since before it was a buzzword. To us, it’s just data. We work with vast sets of it, from tens of thousands of diverse sources.
Our Principles
We follow principles rooted in technology and data science as much as those found in financial services. Fields like machine learning and distributed computing guide us. The M33 group is trusted by investors across the world to manage their assets by seeking the optimal balance of risk and reward. While we’re known as a pioneer in quantitative investing, we also have considerable expertise in areas that involve fundamental analysis or portfolio manager discretion. We use a combination of quantitative and qualitative tools to uncover independent, hard-to-find sources of return across global public and private markets. Within the M33 group, we run on collaboration, not internal competition. Teams work together to share trade ideas, identify and address risks, build tools, and explore new opportunities. Our staff includes world-class mathematicians, physicists, computer scientists, economists, analysts, business-builders, and system architects relying on specialized trading, operational, and compliance expertise developed over 30 years.


Several of the strategies deployed by the firm seek to identify investment opportunities through a hybrid approach that combines aspects of our systematic and discretionary strategies. For example, an initial quantitative idea or “forecast” may be unaware of an unusual market event that is known to our analysts, or a fundamental view might be best vetted through the use of quantitative tools.We apply the same analytically rigorous approach to investing across a number of systematic, discretionary, and hybrid strategies.
Risk Management
Some outsiders might say we have an obsession with risk management, and we’d have to agree. We believe a key difference between firms that survive and thrive over the long run and those that don’t is risk management. A guiding principle in our approach is that risk and portfolio management are not separated: every one of us is a risk manager. We’re guided by our Risk Committee, which evaluates risk and manages the allocation of capital among strategies.The Risk Committee is made up of:
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