The fund

Omphalos Fund offers...

Experience of more than 5 Years Live Trading

Artificial Intelligence and Machine Learning

Without Human Emotions

Market Neutral – Multi Strategy – Multi Asset

Long/ Short across Global Markets

High-Water-Mark

High Net Returns with Compelling Sharpe Ratio

Positive Performance in Various Market Conditions

The Next Generation of Investment Management & Trading

State of the art completely automated Investment Management & Trading Platform

Since January 2022, the Omphalos Fund runs successfully on its proprietary AI platform, a fusion of the most advanced technologies such as machine learning, portfolio optimization and time series forecasting. The AI driven investment and trading platform itself was successfully launched already in 2019.

Focusing on mature markets and asset classes, the fund currently invests in over 200 financial instruments, aiming to expand to 500 within the next 12 months.

The fund trades 24/5 across global markets in real-time, both long and short, aiming a non-correlated return to the broader markets, with low volatility and a high Sharpe ratio.

Its multi-strategies are designed to maintain a neutral market exposure, and the fund practices low concentration, capping each financial instrument’s exposure at a maximum of 2.5% of assets under management (AuM).

Investment decisions are made based on real-time market conditions, without reliance on predetermined market scenarios and without human emotions.

This comprehensive approach ensures that Omphalos Fund remains a dynamic and forward-thinking investment solution, dedicated to leveraging technology for optimal performance in the ever-evolving financial landscape.

The fund is open to qualified investors only.

Investment objectives

Omphalos Fund is carefully designed to outperform traditional – active or passive – asset management strategies.

Our main investment objectives are:

To preserve capital in down markets with up markets participation.
Targeting 90% plus monthly positive returns over a calendar year.

Data: 1.1.2022 – 31.3.2024

List of markets and instruments the fund is investing in:

High liquidity stocks listed on: NYSE, NASDAQ, Börse Frankfurt, London Stock Exchange, Tokyo Stock Exchange and Euronext
Stock indices: SP500, Dow Jones, Nasdaq100, DAX, FTSE, CAC40, Nikkei
Developed markets government bonds
Commodities: gold, silver, oil and other selected commodities
Developed markets liquid currencies: USD, EUR, GBP, JPY, AUD, NZD, CHF

The fund invests only in developed markets with highly liquid financial instruments.

We believe our diversity across instruments, strategies and time horizons contributes to a higher risk-adjusted return.

Structure of the fund

Omphalos Fund is a Luxemburg domiciled “Société en Commandite Spéciale” – special limited partnership managed by AITR Sarl (GP) using AI-based software provided by AI Investments. The fund is open to qualified investors only.