“A data-driven strategy to manage macro risks and capture U.S. growth”
Hybrid Invest (“HI”) applies a disciplined, rules-based process through two proprietary ETF models within a single systematic framework:
- HI Adaptive — a dynamic, regime-aware allocation targeting enhanced growth and superior risk-adjusted performance.
- HI Core — a diversified core allocation designed for steady, benchmark-aligned returns.
Both models allocate exclusively to a carefully selected set of highly liquid U.S. ETFs, with monthly rebalancing that adapts to evolving market and economic conditions.
HI provides investors with a systematic path to long-term outperformance of the S&P 500 — a rules-driven alternative to traditional factor funds.
📩 For more information, please email us.
Key Advantages
- Quantitative allocation models grounded in external macroeconomic data
- Exposure through liquid, high-volume U.S. ETFs
- Cost-efficient structure with minimal management overhead
- Differentiated, rules-based approach versus conventional financial products
HI Adaptive & HI Core vs SPX
Gross (price-only). Metrics use full calendar months. Risk is annualized. Beta/Correlation are daily-based vs SPX (also shown for last 5Y).
Important information & disclosures
Simulation results: The figures shown above are research simulations and not live, investable performance. For information about actual results, please reach out to us directly.
Product status: HI is a research strategy and not a commercialized financial product.
The simulations and performance figures presented here are for informational purposes only and do not constitute investment advice, an offer, or a recommendation to buy or sell any securities. They do not account for individual financial circumstances. The information is based on publicly available sources believed to be reliable, but accuracy and completeness are not guaranteed.
Data vintage: Economic inputs prior to November 2024 use vintage data (as originally released at the time, without hindsight revisions). From November 2024 onward, results are based on real-time market and economic releases. This approach is intended to reflect what an investor could have observed in practice.
Results shown are gross (price-only); dividends are excluded. Based on long-run averages, the dividend differential tends to be +0.4–0.5%/yr higher for HI than for SPX (not included above).
“Wendy Strategy” / “Hybrid Invest” is not a registered investment advisor. Consult a qualified professional before making any investment decisions. All investments involve risk, including loss of principal. Past performance, whether simulated or actual, does not guarantee future results.