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Pioneers of Smart Correlation™

Carden Capital

Profit from Bull and Bear Markets

Carden Capital’s proprietary Smart Correlation™ Investment Strategies are designed to intelligently adapt to bull and bear markets and generate positive returns in both.

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Diversification when it Counts

Carden Capital’s Smart Correlation™ Investment Strategies are designed to help preserve portfolios during times of major market distress.

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Success through Flexibility

Carden Capital’s Smart Correlation™ Investment Strategies are designed to flexibly position investment portfolios for success regardless of bull or bear market.

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About Carden Capital

Carden Capital provides a comprehensive suite of Smart Correlation™ Investment Strategies for institutional and individual clients, designed to outperform benchmark indices on an absolute and risk-adjusted basis. Carden Capital’s Smart Correlation™ Investment Strategies seek a high correlation with their benchmarks during bull markets and an inverse correlation during bear markets, thereby offering strong diversification benefits for investors.

 

Recently, one of Carden Capital’s investment strategies has been awarded the prestigious 5-star top rating by the independent investment research firm Morningstar.

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An investment in knowledge pays the best interest.

- Benjamin Franklin -



Team

Prior to founding Carden Capital, the firm’s leadership team has gathered substantial experience at blue chip financial institutions. This robust experience serves as a solid platform for the creativity and innovation that drives investment success at Carden Capital. Discover more about our backgrounds.

 
 

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Sean Wright
Sean Wright is a Managing Partner of Carden Capital. Prior to founding Carden Capital, Sean worked at Allianz Capital Partners in Munich, Germany, a leading Western European private equity firm with over €2bn of invested capital, where he focused on leveraged buyouts and mezzanine lending. Sean started his career as an investment banker at Donaldson, Lufkin and Jenrette in New York and London, where he completed over $1bn of mergers and acquisitions and acquisition finance transactions. Sean attended the University of Pennsylvania where he earned an M.B.A. from the Wharton School of Business with a finance emphasis and an M.A. in International Studies from the School of Arts and Sciences. Sean graduated summa cum laude from Pepperdine University with a B.S. in Business Administration and a B.A. in German language.

Gavan Duemke
Gavan Duemke is a Managing Partner of Carden Capital. Prior to joining Carden Capital, Gavan served as chief investment officer of a Colorado-based asset manager where he created systematic investment strategies, which achieved five star Morningstar ratings for superior risk adjusted returns. He has structured and executed over $25bn of derivatives transactions for many Fortune 500 corporations and financial institutions while managing a derivatives trading desk at Chatham Financial in London, UK. Additionally, Gavan teaches Trading in Commodity and Financial Markets as an adjunct professor at the University of Colorado, Denver. As an undergraduate, Gavan attended the University of Cologne, Germany where he studied medicine and business administration. Gavan received an M.B.A. from the University of Oxford, UK with a finance emphasis.
Christopher Bennett
Christopher Bennett serves as the Chief Marketing Officer at Carden Capital and Carden Futures. Having spent two decades in the securities industry, Chris has worked on some of the largest wealth management teams at both Morgan Stanley and Merrill Lynch managing over $1.5B in assets. His primary focus continues to be cultivating new relationships while providing education on applicable client services to high net worth individuals and corporations. Prior to joining Carden Capital, Chris was a Managing Partner in an independent investment firm providing advisory services to high net worth individuals and a hedge fund specializing in new issues. Chris holds a B.A. in Psychology from Pepperdine University.
Jason Hall
Jason Hall is a Managing Partner of Carden Futures. Prior to joining Carden Futures, Jason was a portfolio manager at a Colorado-based asset management firm, where he actively managed $100 million in assets and was responsible for quantitative research. Jason is a guest lecturer at the University of Colorado, Denver on trading system development and execution. Jason graduated from Colorado State University with a B.S. in Business Administration with a finance emphasis.
Scott Spangler
Scott Spangler is a Senior Wealth Manager at Carden Capital. He brings over eighteen years of comprehensive wealth management experience serving high net worth clients, most recently at CoBiz Bank in Denver, Colorado. A third-generation native of Colorado, Scott earned a B.B.A. in Business Administration from Colorado Mesa University, with emphases in economics and finance. Scott holds the FINRA Series 65 Investment Advisor Representative license as well has having earned a Certified Equity Professional certificate from the University of Santa Clara for equity compensation.
Brian Deal
Brian Deal, CFP® is a Wealth Manager at Carden Capital and also a Certified Financial Planner. After serving in the United States Marine Corps, Brian began his finance career in risk management at Travelers Insurance. He has spent majority of his career working at independent firms acting as personal CFO for senior-level Fortune 100 executives, and managing wealth for high net worth individuals and families. Brian has extensive experience in strategic financial planning, portfolio construction, and executive compensation strategies. Brian holds a B.A. in Psychology from Eastern Connecticut State University.
Matthew Kirby
Matthew Kirby is a Wealth Manager at Carden Capital. He brings eight years of experience at Spencer Edwards, a boutique investment bank, where he focused on serving the investment needs of high net worth clients in small and mid-cap equities. Matt earned a B.S. in Business Administration from the University of Colorado, Denver with a finance emphasis.



The secret to getting ahead is getting started.

- Mark Twain -



Products

Carden Capital offers a wide array of innovative financial solutions designed to create successful investment outcomes for institutional and individual investors. Discover how we can serve you.


Carden Investment Partnership
Carden Capital’s hedge fund, the Carden Investment Partnership, is designed to create positive returns in both bull and bear markets through long and hedged investments in equities as well as long and short investments in volatility. Over an investment cycle, the fund seeks to outperform the S&P 500 with maximum interim losses that are lower than the S&P 500. Through Carden Capital’s Smart Correlation™ algorithms, the fund is designed to be positively correlated with the S&P 500 during bull markets and negatively correlated with the S&P 500 during bear markets. The Carden Investment Partnership aims at providing significant alpha and diversification benefits for investors who also hold traditional investment portfolios. This product is available to accredited investors only.


Hedged High Income Mutual Fundmorningstar-logo
Carden Capital designed and provides Smart Correlation™ signals for a Hedged High Income Mutual Fund, which has achieved a 5-star rating in the high yield category at Morningstar. The fund is designed to create positive income in both bull and bear markets through high yield bond investments as well as long and short investments in volatility. Over an investment cycle, the fund seeks to generate higher returns with lower maximum interim losses than a diversified high yield bond portfolio. Through Carden Capital’s Smart Correlation™ algorithms it maintains an adaptive correlation to the high yield bond market ranging from high during bull markets to inverse during bear markets.
 
Hedged Equity Mutual Fund
Carden Capital designed and provides Smart Correlation™ signals for a leading Hedged Equity Mutual Fund. The fund is engineered to create positive returns in both bull and bear markets through long and hedged investments in equities as well as long and short investments in volatility. Over an investment cycle, the fund seeks to generate higher returns with lower maximum interim losses than the S&P 500. Through Capital’s Smart Correlation™ algorithms it maintains an adaptive correlation to the S&P 500 ranging from high during bull markets to inverse during bear markets.


Carden Futures
Carden Capital’s sister company Carden Futures, a licensed commodity trading advisor, operates an automated algorithmic short-term managed futures trading program called the Night Prowler, which is designed to provide returns uncorrelated to traditional portfolios and to thrive especially during times of high equity market volatility. This product is available to qualified investors only.


Financial Planning
Carden Capital works with investors to design custom financial plans that help achieve financial goals while controlling financial risk.
 
Smart Wealth Strategies
Compare how Carden Capital stacks up against your current financial advisor! We publish the results we achieve for our wealth management clients gross of fees in three Smart Wealth Indices, which differ in terms of investor risk appetite from aggressive to balanced to conservative. Our Smart Wealth Indices are designed to capture robust returns with substantially less downside risk than traditional investment portfolios.Carden Capital publishes monthly Smart Wealth Index results via email to enable subscribers to compare the performance of their current financial advisor to Carden Capital’s Wealth Management Solutions.
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Third Party Fund Management Services
Carden Capital supports third party fund managers with custom Smart Correlation™ Investment Strategy development, implementation and execution.


Smart Hedge™ Index
Carden Capital’s proprietary Smart Hedge™ Index demonstrates the results of a systematic S&P 500 market timing signal which is designed to participate in bull markets and avoid bear markets.Carden Capital publishes real-time Smart Hedge™ market timing signals and delivers free updates via email to subscribers.
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Smart Correlation™ Index
Carden Capital’s proprietary Smart Correlation™ Index demonstrates the results of a systematic investment process which reflects either a long or flat position in the S&P 500 and long and short investments in S&P 500 volatility. The Smart Correlation™ Index is designed to be positively correlated with the S&P 500 during bull markets and negatively correlated with the S&P 500 during bear markets. Carden Capital utilizes Smart Correlation™ algorithms to manage its hedge fund as well as two mutual funds and publishes delayed monthly index values.
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Smart Wealth Indices
Compare how Carden Capital stacks up against your current financial advisor! We publish the results we achieve for our wealth management clients gross of fees in three Smart Wealth Indices, which differ in terms of investor risk appetite from aggressive to balanced to conservative. Our Smart Wealth Indices are designed to capture robust returns with substantially less downside risk than traditional investment portfolios.Carden Capital publishes monthly Smart Wealth Index results via email to enable subscribers to compare the performance of their current financial advisor to Carden Capital’s Wealth Management Solutions.
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Approach

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Wealth is the product of man’s capacity to think.

- Ayn Rand -



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  • 93 Years combined Finance Experience
  • 627 Financial Model Versions
  • 1071 Stocks traded
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Contact

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Drop us a message or call us on +1 (858) 410 0038
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