Evidence over stories
Investment decisions are anchored in observable data, robust backtests, and clear hypotheses. Narrative is used to explain the process, not to justify outcomes after the fact.
About Olverod
A focused approach to institutional investing.
Olverod is an institutional investment management firm specializing in systematic, research-driven strategies across global equities, fixed income, and alternative risk premia. We partner with institutions and sophisticated investors to deliver transparent, risk-managed investment solutions.
Who we are
Olverod positions itself as a research-driven partner to institutions, consultants, and sophisticated allocators. The focus is on translating rigorous analysis of risk premia, factor exposures, and macro regimes into portfolios that are understandable, explainable, and durable.
Rather than promising certainty, the firm emphasizes clarity around assumptions and trade-offs—what is being targeted, what could go wrong, and how portfolios are expected to behave across different environments.
What we focus on
A real-world firm similar to Olverod might concentrate on three core domains: systematic equity, multi-asset allocation, and alternative risk premia. Each domain would share a common framework for research, implementation, and risk management.
The design of this site is intentionally modular, so you can extend it with actual strategies, performance reporting, and client materials for your own projects.
Investment philosophy
A concise framework that can be adapted to your own investment beliefs. The language here is neutral and descriptive on purpose.
Process over forecasts
The focus is on designing repeatable, transparent processes that can be evaluated and improved, instead of relying on single-point predictions of market levels or economic variables.
Risk over headline returns
Understanding volatility, drawdowns, liquidity, and path dependency is treated as essential—not secondary—to any return objective.
Our journey
Key milestones in our firm's evolution and the development of our investment platform and capabilities.
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2014
Concept & research
Initial research into systematic equity and macro risk premia models, focusing on building a testable framework rather than a product deck.
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2017
Multi-asset prototypes
Expansion of research into multi-asset allocation and portfolio construction under different inflation and growth regimes.
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2020
Risk & governance refinements
Formalization of a governance framework: defining risk budgets, review cycles, and clear documentation for strategy changes.
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2024+
Extending the platform
In a real firm, this phase might include launching new strategies, expanding implementation capabilities, or integrating ESG overlays.
Governance & alignment
Any serious investment process depends on governance: how decisions are made, reviewed, and communicated. The structure below is intentionally generic so you can adapt it.
Decision framework
Clear separation between research, portfolio management, and oversight. Proposed changes are documented, tested, and reviewed before implementation.
Client reporting
Emphasis on showing both risk and return drivers, including attribution, factor exposures, and scenario analysis—not just headline performance.
Alignment & transparency
A real firm might align fees, co-investment, and communication cadence with long-horizon outcomes, not short-term benchmarks.
This page provides information about our firm, investment philosophy, and approach. It is not providing investment advice. with the specifics of your own process, disclosures, and regulatory requirements.