Research & insights

Notes from the team on machine reasoning, market structure, and the infrastructure behind our fund.

Research · June 5, 2026 · 6 min read

How our machines read a supply chain shock

Price moves first, explanations come later. We built our research stack the other way around: the machine reads the filings, traces the shock through suppliers and customers, and writes down its reasoning before anyone trades.

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Engineering · May 21, 2026 · 5 min read

One weight vector, from backtest to broker

The quiet killer of quant returns is the gap between the strategy you tested and the strategy you actually run. We closed it by making backtest and live trading share a single code path.

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