Our Investment Strategies
Independent Thinking. Institutional Discipline. Intelligent Capital.
Beyond Traditional Investing
At Velocity, we believe that investment success is built on three fundamental principles: identifying opportunities intelligently, managing risks proactively and executing strategies with discipline.
Our investment philosophy combines fundamental research, quantitative analysis and a global macroeconomic perspective to identify investment opportunities across traditional and alternative asset classes.
Rather than relying exclusively on directional market movements, we seek opportunities arising from pricing inefficiencies, relative-value dislocations, market structures and sophisticated portfolio construction techniques.
The objective is to develop diversified sources of investment returns while maintaining a rigorous focus on risk-adjusted performance.
Traditional Strategies
Multi-Asset Investment Strategies
We develop customised investment strategies spanning global equities, fixed income, exchange-traded funds, structured instruments and alternative investment opportunities.
Our approach integrates strategic asset allocation with tactical investment decisions, helping clients navigate economic cycles, capital market fluctuations and evolving global opportunities.
We focus on constructing portfolios that align investment objectives with appropriate risk and liquidity considerations.
Structured Investment & Yield-Enhancement Solutions
Velocity develops sophisticated investment solutions designed to address specific income, capital growth and risk management objectives.
Using combinations of fixed income instruments, derivatives and structured investment products, we seek to identify opportunities for enhanced portfolio efficiency and differentiated return profiles.
These solutions are tailored to investor suitability, prevailing market conditions and individual investment requirements.
Portfolio Hedging & Risk Management
We believe effective wealth management requires an equally strong focus on managing downside risks.
Our investment approach incorporates portfolio hedging, diversification, exposure management and derivative-based risk mitigation techniques where appropriate.
By combining strategic portfolio construction with dynamic risk assessment, we seek to strengthen portfolio resilience through changing market environments.
Specialist Execution & Investment Structures
Velocity explores sophisticated, execution-driven investment frameworks designed to improve the efficiency of investment implementation.
These include relative-value approaches, coordinated brokerage execution structures and specialised strategies that consider trading costs, liquidity, counterparty exposure and commercial execution arrangements.
Such strategies are evaluated individually and are intended for investors with the appropriate experience, objectives and risk tolerance.
Market-Neutral Arbitrage & Quantitative Strategies
A cornerstone of our investment capabilities is the development of market-neutral strategies designed to capitalise on pricing inefficiencies across global financial markets.
Through systematic cash-and-carry arbitrage and relative-value strategies, we seek to capture pricing differences between spot markets and corresponding futures or forward contracts.
Our approach emphasises disciplined execution, active risk monitoring and careful management of market exposure, funding requirements and counterparty relationships.
The Velocity Quant Fund SP represents our focus on systematic, research-driven investment strategies that seek returns less dependent on the direction of traditional financial markets.
VelocityBot – Nasdaq 100
Velocity Bot is Velocity's proprietary systematic trading bot, which does intraday to positional trades on a long-short basis.
Below are the backtested results on the Nasdaq 100 CFD.
Backtest, 7 Oct 2021 – 7 Oct 2026 · Nasdaq 100 CFD · US$1,000,000 notional per trade
Three top-ups were made during the backtest ($148,443 paid in total, all in Jan 2022). Lowest closed balance $7,444 (21 Jan 2022, then topped up).
Key figures · $1M notional per trade
| Instrument | Nasdaq 100 CFD |
| Exposure | US$1,000,000 notional per trade |
| Period | 5 years (7 Oct 2021 – 7 Oct 2026) |
| Platform | MetaTrader 5 backtest |
| Initial capital | $50,000 |
| Total paid in (incl. three top-ups) | $148,443 |
| Final balance | $992,304 |
| Net profit | $843,861 |
Closed balance by year
Closed balance at year end Cumulative cash paid in 2021 from 7 Oct; 2026 to 7 Oct.
Base run at $50,000 initial equity: +111.7% ($50,000 to $105,855), maximum equity drawdown 13.60%.
Backtested (simulated) results, not live trading. Past or simulated performance is not indicative of future results.