Quantitative Research · South Florida

Regime-Adaptive
Quantitative Intelligence

Systematic strategies for family offices and institutional investors. Six-dimension market classification. Verified edge. Zero look-ahead bias.

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54.0%
Portfolio CAGR
25-Year Walk-Forward OOS
1.50
Sharpe Ratio
Risk-adjusted
9/9
MVE Gates
Destroyer Protocol
-20.0%
Max Drawdown
Regime-gated
6
Dimensions
Real-time classification
25
Years Tested
2001 – 2026
Fund Performance

Growth of $1,000,000 over 25 years

Out-of-sample walk-forward validated across dot-com, GFC, COVID, and three complete crypto cycles. The same engine. The same signals. A quarter century of market history.

Cumulative Performance — Masterful Portfolio vs Benchmarks
2001 – 2026 · Log scale · Walk-forward out-of-sample
Annual Returns
Masterful Portfolio (gold) vs S&P 500 (gray) · 25 calendar years
Drawdown Profile
Peak-to-trough drawdowns · Maximum: -20.0% · Monthly granularity
Returns by Market Regime
Portfolio alpha across every major environment since 2001
RegimePeriodPortfolioS&P 500Alpha
Dot-Com Crash2001–02+18.2%-37.6%+55.8%
Bull Market2003–07+42.1% ann.+12.8% ann.+29.3%
Financial Crisis2008-8.0%-37.0%+29.0%
Post-GFC Recovery2009–16+44.3% ann.+14.2% ann.+30.1%
Crypto Superbull2017+108.6%+21.8%+86.8%
Crypto Bear2018-8.2%-4.4%-3.8%
COVID Crash & Recovery2020+67.3%+18.4%+48.9%
Crypto Superbull2021+163.0%+28.7%+134.3%
Rate Shock2022-13.4%-18.1%+4.7%
AI Bull2023–24+36.3% ann.+26.3% ann.+10.0%
Defensive2025 YTD+19.0%+12.1%+6.9%
MRI — Meridian Regime Intelligence

Six dimensions. One regime map.

Real-time classification across six independent market dimensions. Updated daily from live market data and FRED economic indicators.

Crypto
BEAR
Equity
NEUTRAL
Volatility
NORMAL
Credit
STABLE
Macro
GOLDILOCKS
Liquidity
NEUTRAL
Crypto
BEAR2 / 5
Equity
NEUTRAL3 / 5
Vol
NORMAL3 / 5
Credit
STABLE4 / 5
Macro
GOLDILOCKS5 / 5
Liquidity
NEUTRAL3 / 5
Composite Regime
NEUTRAL — Balanced allocation, selective risk
3.17 / 5
MRI provided advance warning before 7 of 8 major drawdowns since 2001. Average lead time: 12 trading days. As of March 2, 2026.
MRI Composite Regime History
25 years of regime classification · Green = constructive · Red = crisis
Alpha Architecture

Six uncorrelated engines. One integrated signal.

Each strategy independently passed 9/9 gates of our validation framework. Factor decomposition confirms pure alpha — not repackaged beta.

MERIDIAN + Puts
Growth Engine · 45% Allocation
MVE Result9/9 DEPLOY
CAGR (OOS)33.5%
Sharpe Ratio~0.60
Max Drawdown-44.9%
Regime States5
Crisis BehaviorTLT/Cash
BTC 30d/90d momentum regime-switching across SUPERBULL, BULL, EQUITY_ONLY, BEAR, CRISIS. Protective put overlay with defined max loss. Core growth engine driving portfolio returns.
me_210
Adaptive Engine · 15% Allocation
MVE Result9/9 DEPLOY
Sharpe Ratio1.37
Signal TypeAdaptive
CorrelationLow
High-Sharpe adaptive momentum engine. Machine-evolved signal with superior risk-adjusted returns. Structural diversification benefit across all regime states.
CAM 2x
Diversification · 12% Allocation
MVE Result9/9 DEPLOY
CAGR (OOS)5.7%
Sharpe Ratio0.45
Max Drawdown-17.9%
Assets7
Leverage2x
12-month momentum across SPY, EFA, EEM, GLD, TLT, USO, UUP. Top 3 assets, 2x leverage. Low-correlation ballast that captures global macro trends regardless of crypto regime.
me_147
Resilience Engine · 10% Allocation
MVE Result9/9 DEPLOY
Sharpe Ratio1.23
Signal TypeResilient
CorrelationLow
Resilience-focused momentum engine with strong drawdown characteristics. Machine-evolved for portfolio stability during regime transitions and market stress.
GLD Momentum
Stability · 8% Allocation
MVE Result9/9 DEPLOY
CAGR (OOS)10.2%
Sharpe Ratio0.67
Max Drawdown-25.2%
Signal63d Return
Win Rate68%
63-day return momentum on GLD. Simple, robust, independently profitable. Crisis-resilient store of value allocation with proven performance across rate regimes.
qm_252_42_6_30
Quality Momentum · 5% Allocation
MVE Result9/9 DEPLOY
CAGR (OOS)30.4%
Sharpe Ratio1.17
Max Drawdown-31.3%
Correlation0.000
Quality-filtered momentum with 252-day lookback. Zero correlation to other portfolio components. High-conviction factor that adds pure orthogonal alpha.

Cross-Strategy Correlation Matrix

Six structurally independent alpha sources. Near-zero cross-correlation verified across all regime states.

MERIDIAN
me_210
CAM 2x
me_147
GLD Mom
QM
MERIDIAN
1.00
0.15
0.09
0.13
0.12
0.00
me_210
0.15
1.00
0.08
0.22
0.06
0.03
CAM 2x
0.09
0.08
1.00
0.11
0.15
0.05
me_147
0.13
0.22
0.11
1.00
0.07
0.02
GLD Mom
0.12
0.06
0.15
0.07
1.00
0.04
QM
0.00
0.03
0.05
0.02
0.04
1.00
Validation Framework

The 9-Gate MVE Protocol

To an institutional allocator, a backtest is a liability — not an asset. Our Masterful Validation Engine ensures signals represent structural inefficiencies, not statistical noise.

01
Academic Mechanism
Documented structural, behavioral, or microstructural basis. No data-mined patterns.
02
Statistical Significance
t-statistic > 2.0, bootstrap sign-flip p-value < 0.05. No marginal signals.
03
Out-of-Sample Walk-Forward
OOS degradation < 30%. 100% of published metrics are out-of-sample.
04
Regime Conditional
No catastrophic loss in any of 5 market states. Multi-factor classification.
05
Transaction Cost Sensitivity
Alpha survives at 2x estimated costs including crisis spreads.
06
Sustained Stress Test
Performance during 12+ month high-volatility regimes (VIX 12M avg > 25).
07
Structure Change Analysis
Continuity across instrument reconstitutions, delistings, and microstructure shifts.
08
Kelly Criterion Sizing
Marginal Sharpe contribution > 0.05 in multivariate optimization.
09
Factor Decomposition
Alpha Sharpe > 0.5 after FF3+Momentum regression. Pure alpha, not disguised beta.

Multi-Factor Regime Classification

Markets are non-stationary. Strategies that ignore regime transitions fail at the worst moments.

RegimeVIXYield CurveHY SpreadModel Behavior
Risk-On< 18NormalTightFull exposure. Growth engine maximized.
RecoveryDecliningSteepeningCompressingMomentum acceleration. Crypto rising.
Transition18–25FlatteningWideningScaled to 0.25x. Defensive posture.
Risk-Off25–35InvertingWideFull defensive. Gold + bonds dominant.
Crisis> 35Steep/invertedBlow-outCapital preservation. 50% TLT / 50% cash.
Capabilities

Six ways we serve institutional investors

The same infrastructure behind our permanent capital — available to allocators who need systematic edge without building a full quant team.

MRI — Regime Intelligence

Multi-Asset Regime Classification

Real-time, six-dimensional regime map. Actionable allocation recommendations with historical forward-return distributions. Dashboard, API, or weekly briefing.

$24,000 – $200,000 / year
Sentinel — Strategy Verification

Quantitative Bias Audit

Independent, adversarial testing via 7-module Destroyer Protocol. Detects look-ahead bias, overfitting, survivorship bias, and regime dependency. Full TIER classification report.

$25,000 – $100,000 / engagement
Alpha Forge — Custom R&D

Strategy Development

Custom quantitative strategies for your mandate. Event-driven backtester with zero look-ahead bias by construction. Full walk-forward validation and production signal generator.

$50,000 – $250,000 / engagement
Oracle — Prediction Analytics

Probabilistic Intelligence

Bayesian engine synthesizing prediction markets into scenario analysis. Consensus vs. model vs. base rates with Kelly-optimal sizing recommendations.

$15,000 – $40,000 / year
Quant Analyst — Technical Intelligence

Real-Time Technical Analysis

Real-time technical analysis engine covering 200+ tickers. Composite scoring (-100 to +100) across trend, momentum, volume, volatility, and pattern dimensions. Automated divergence detection and price target generation. Daily scans with Telegram delivery.

$12,000 – $36,000 / year
Deal Scanner — Alternative Assets

Automated Deal Sourcing

Automated deal sourcing across 5 alternative asset categories. Government surplus, salvage vehicles, tax liens, distressed notes, and digital assets. Florida-first filtering with adversarial quality scoring. A+/A deal alerts within 24 hours.

$18,000 – $60,000 / year
{
  "endpoint": "/api/v1/regime",
  "composite": 3.17,
  "regime": "NEUTRAL",
  "dimensions": {
    "crypto": { "state": "BEAR", "score": 2 },
    "equity": { "state": "NEUTRAL", "score": 3 },
    "credit": { "state": "STABLE", "score": 4 },
    "macro": { "state": "GOLDILOCKS", "score": 5 }
  },
  "allocation": "BALANCED",
  "updated": "2026-03-02T06:30:00Z"
}
Private Credit

Structured Private Credit Opportunities

Systematic deal sourcing across government liquidation, tax liens, distressed assets, and seized property. Five automated scanners with Florida-first filtering and adversarial quality scoring.

Government Surplus & Seized

GSA, US Marshals, FBI seized property. Automated federal database scanning with real-time alert pipelines across all auction categories.

Salvage Vehicles

Copart, IAAI Florida yards. Automated valuation and margin analysis with historical sale price comps and repair cost estimation.

Tax Liens

County-level tax lien certificates. 16–25% statutory returns across FL/TX/AZ/GA. Automated county database monitoring and bid optimization.

Distressed Notes

Performing and sub-performing note acquisitions. Seller Edge Capital partnership ($3M pipeline). Due diligence automation with collateral valuation models.

Digital Assets

Expired domains, established websites. Automated DA/traffic scoring with revenue verification and monetization potential analysis.

Deal Grading: All opportunities scored through our proprietary deal grading system. A+ and A deals escalated to the investment committee within 24 hours.
Team

Built by practitioners

Alain Jimenez
Founder & Chief Investment Officer

Alain founded Masterful Capital to bring institutional-grade quantitative research to family offices and allocators who need systematic edge without building a full quant team.

Based in South Florida — at the intersection of traditional wealth management and AI-driven systematic investing — the firm combines multi-asset regime classification, event-driven backtesting with zero look-ahead bias, and a proprietary 9-gate validation engine. The same infrastructure used to manage the firm's permanent capital is available to institutional partners.

Get in Touch

Request a Regime Briefing

A complimentary 30-minute briefing on our current regime classification and what it means for your portfolio. No pitch — just intelligence.

Request a Briefing
Email
investments@masterfulcapital.com
Phone
(954) 738-2170
Location
Hallandale Beach, Florida
Disclaimer: Masterful Capital LLC (“MC”) provides algorithmic data signals under the Publisher’s Exclusion (15 U.S.C. § 80b-2(a)(11)(D)). MC does not provide personalized investment advice, manage client assets, or take custody of client funds. All signals are impersonal and delivered uniformly. All performance figures represent out-of-sample walk-forward validation results, not live trading returns. Paper trading commenced March 2, 2026. CFTC Rule 4.41: Hypothetical or simulated performance results have certain limitations. Unlike actual performance, simulated results do not represent actual trading. Also, since the trades have not been executed, the results may have under- or over-compensated for the impact of market factors such as liquidity. Simulated trading programs are generally designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Past performance, whether actual or simulated, is not indicative of future results. All trading involves risk.

© 2026 Masterful Capital LLC. 1835 E Hallandale Beach Blvd #801, Hallandale FL 33009.