Stalwart Holdings


Definitely, we are NOT the typical hedge fund

About Us

Founded in 2020, Stalwart Holdings is a vertical FinTech company. Our mission is to enable the average investor to participate in high-performance liquid hedge fund strategies with a reduced cost and no performance fees, resulting in returns that are above the industry average.

We achieve that through full automation of most processes, including portfolio management, risk management and middle office functions.

Our investment offering is a readily realisable security, with daily liquidity offered through our electronic market making platform under the rules of the Vienna Stock Exchange (VSE). More details, including historical performance, can be found on our listing page at the VSE.

We are registered with the UK Financial Conduct Authority as a Small Alternative Investment Fund Manager under registration number 931562.

Investment Methodology Fully Automated Decison Making
Equity Models

We earn sensible returns through our long exposure to US and UK equities. This exposure includes tracker index funds and individual stocks chosen by internally developed strategies to detect value-for-money stocks, size effects and overall momentum in the market.

Risk Management

We perform active risk management through the use of futures and options in the S&P 500 Index, the Volatility Index (VIX) and the US Dollar. Our hedging decisions are fully systematic, with no discretionary overlay and no allowance for leverage greater than 100%.

Strategy Allocation

Our hedging ratios are decided by a second layer of automation that identifies the correct timing and sizing of positions using an overlay of behavioural economics and mainstream economics.

On the News Some examples of public recognition of our work:

Stalwart Holdings AI trader was mentioned at Opalesque, an internationally recognised hedge fund news service read by elite hedge fund managers across the globe.

Gustavo Loyola, a former president of the Brazilian Central Bank, has joined our advisory board, as published on this AP News Press Release.

Fabio Dias, Stalwart Holdings' Managing Partner, was featured at The Jerusalem Post, talking about his ambitions and values.

Fabio Dias was also featured at the online edition of the Entrepreneur Magazine, giving more details about the rationale behind our automated trading strategies.

Dr Dias, also an academic at University of Surrey, consistently ranked as a top 10 university in the UK for Business and Economics by the Times Higher Education Rankings, gave the following presentation about Stalwart to other leading academics:

Research Papers Our investment strategies are backed by leading academic research. An interested reader can refer to the following publications to understand better the basis of our strategies:

A recent study produced by academics from Harvard University shows empirical evidence of investor overreaction to good news impacting future returns of the S&P 500, helping to explain with the use of Behavioural Finance theory some anomalies found in empirical asset pricing research.

A recent study published at the Journal of Financial Markets, a leading journal in the field (indexed by Scopus), demonstrates that the existence of investors with different levels of risk-aversion in heterogeneous markets will cause temporary changes to stock prices that can generate opportunities to less risk-averse investors during volatility spikes.

Dr Dias published a technical paper at Computational Economics, a leading journal (indexed by Scopus) focussed on the use of computational science to solve complex economic problems, giving a technical description of the Machine Learning algorithm used to calibrate our equity hedging strategies.

Leading economists at the Bank for International Settlements published a research paper describing the evidence behind the US Dollar Index serving as a global factor in determining equity returns.


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