Kara Investments Sàrl
Systematic quantitative strategies on global equity indices
Swiss-based | Rules-driven | Independent Partner
Kara Investments is a Swiss-based systematic strategy partner for asset managers. We develop and manage rules-based strategies on global equity indices, designed to provide a diversifying source of return with low intended directional exposure to benchmark equity markets. Asset managers retain ownership of the client relationship and portfolio mandate, while Kara provides the quantitative research, systematic investment process, and risk management that operate behind the scenes.
Your clients. Your mandate. Our systematic edge.
Kara Investments Sàrl
Systematic quantitative strategies on global equity indices
Swiss-based | Rules-driven | Independent
Kara Investments Sàrl develops systematic, quantitative trading strategies on global equity indices. Our approach is fully rules-based, research-driven, and designed to complement traditional equity portfolios through disciplined risk management and low intended directional exposure.
Strategies Core Rationale !
We focus on the interaction between beta, volatility, and momentum.
Systematic by design
Investment decisions follow predefined, transparent rules rather than discretionary judgment.
Diversification-oriented
The strategy is designed to maintain low net market correlation over time, seeking to reduce directional equity exposure rather than add to it.
Volatility-aware
Position sizing and exposure adapt to changing volatility regimes.
Risk-controlled
Entries, exits, leverage, and drawdown limits are governed by strict risk parameters.
Continuously researched
Strategy development combines live trading experience with ongoing research into execution, volatility targeting, and market-regime adaptation.
Professional Expertise
At Kara Investments, we combine deep market expertise to create proprietary indicators and full strategies that will identify opportunities and guide disciplined investment decisions.
Our track record of high performance reflects a research-driven approach focused on delivering long-term value.
Strategy Development
Our strategy development process combines live trading experience with ongoing research to refine risk management, execution, and adaptability across market conditions.
Lessons from challenging periods have informed enhancements to volatility targeting, position sizing, and the balance between mean-reversion and trend-following approaches.
These refinements have supported an improved risk profile while preserving diversification benefits. Development remains continuous, with recent enhancements focused on intraday controls designed to manage exposure during sudden market disruptions.
Institutional-Grade Quantitative Alpha
Kara Investments aims to provide investors with a disciplined, diversifying allocation built around systematic global equity-index strategies. Our focus is long-term capital growth and preservation, supported by rigorous research, robust risk management, and continuous strategy refinement.
The result is a return profile that is uncorrelated with benchmark equity indices, offering institutional investors a diversifying complement to traditional equity allocations and the potential to mitigate broader market risk.
Systematic Alpha, Designed for Diversification
Kara Investments develops systematic, quantitative strategies for global equity portfolios. Our fully rules-based approach is designed to generate a disciplined, diversifying source of return with low intended directional exposure to benchmark equity markets. By combining research into beta, volatility, and momentum with rigorous risk management, our strategies seek to adapt to changing market conditions while maintaining a low-correlation return profile. Position sizing, entries, exits, leverage, and drawdown limits are governed by predefined risk parameters. For asset managers and institutional investors, Kara offers a systematic complement to traditional equity allocations: an alpha-oriented strategy built for resilience, diversification, and long-term capital preservation and growth.
Swiss-managed. Rules-driven. Independent.
Our partners
That's how we offer you the best
Our partnership with Marverix (www.mavx.com) and 3J Capital (www.3jcapitalgroup.com) allows us to offer easy access to our assets and the best Wealth Management services in the market.
- High Synergie among partners' services
- Safety: Regulated Institutions (SEC, FINMA, FCA, CVM)
- Independent companies with client-oriented focus
- We only make money if you make it first !
Our asset
Swiss-Managed, Flexible Access
Our strategies are developed and managed in Switzerland under a strong Swiss regulatory framework.
Clients can access them directly through their own bank or through selected wealth-management partners, whether based in Switzerland or internationally. The core investment management remains Swiss, combining institutional standards with Switzerland’s investor-protection framework, overseen by FINMA.
Independent and Aligned
We are fully independent and not affiliated with banks or institutions whose interests could conflict with those of our clients’.
Our sole focus is the long-term growth and preservation of our clients’ wealth.
This independence allows us to build genuine, partnership-based relationships in which our success is directly aligned with yours: we succeed only when our clients succeed.
tALK TO US
Send us a message at:
info@kara-investments.ch