The Cardinal System

  • The Cardinal System is a fully quantitative strategy specializing in the global currency markets, powered by non-correlated proprietary algorithms and advanced statistical models.

  • Built on over 20 years of market data analysis, the system is designed to deliver consistent, risk-adjusted returns across varying market conditions.

  • The strategy targets approximately 25% compound annualized growth (CAGR) with an emphasis on disciplined risk management, historically limiting drawdowns to around 10% annually in testing and live execution.

    • All performance figures are net of trading costs and fees, derived from both live trading and historical backtests across various market regimes.

    • All live performance figures are professionally tracked and will be audited by our dedicated third-party administrator, Advanced Asset Administrator.

    Live Performance (as of August 2025)

    • Return (YTD): 3.8%

    • Rel. DD: (10.3)%

    • Abs. DD: (9.7)%

    • Sharpe: 0.4

    • Calmar: 0.57

  • Our portfolio is designed to enhance investor portfolio diversification, maintain a low correlation with the broader equity market, hedge funds, and other common investments, whilst delivering consistent risk-adjusted capital growth. All of our innovative systems are put through our framework to ensure robustness and performance across a wide range of market conditions.

    • Proprietary and Innovative investment strategies for the FX Market.

    • Robust Risk Management Systems, built for stability, adaptability, and resilience.

    • Built for Performance through market volatility, economic events, and uncertainty.

    • Non-Correlated compared to equities and many other common investment avenues.

    • Diversification within FX. Trading multiple strategies and assets within FX.

    • Rigorous Out-of-Sample Simulated Framework to ensure 1:1 Live Performance

Cardinal Fact Sheet as of August 2025

Capital Series Structure

Series 1 - Principal Class

Series 2 - Founders Class

Series 3 - Investor Series A

Growth of $100K Portfolio Equity Curve

Operating live as of 2025. 20+ years of out-of-sample simulated results. Net of all trading costs.

Average Annualized Returns

Average annualized returns for our recent most 1-, 3- and 5- year performance.