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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