About Us
About Highwealth Finance
Highwealth Finance is our actively managed crypto investment strategy. It seeks to invest in a concentrated portfolio of ~5-10 largecap cryptoassets. The objective is to outperform the Bitwise 10 Large Cap Crypto Index over a 3-5 year horizon.
Our Investment Team conducts deep fundamental and quantitative research to identify what we believe to be the highest quality cryptoassets for the next 3-5+ years. We then construct a concentrated yet balanced portfolio of these cryptoassets with strict risk controls to screen out cryptoassets which we believe entail outsized risks around custody, liquidity, regulatory, and other concerns.
The Crypto portfolio is monitored daily and updated by the Portfolio Manager and Investment Team based on the evolution of each cryptoasset’s utility, adoption, and price action. This includes regular rebalancing and tactical trading during periods of excess volatility to attempt to maximize reward/risk.
Our Processes
We work with top-tier investment firms to offer curated strategies and funds across asset classes, while also selectively developing our own proprietary products to help meet our clients’ needs.
Idea Generation
Highwealth Finance’s investable universe includes large-cap cryptoassets. To identify potential portfolio candidates, the Investment Team’s Analysts first screen out cryptoassets which we believe entail outsized risks around custody, liquidity, regulatory, and other concerns.
Valuation
Once the Investment Team’s Analysts have validated a crypto protocol’s fundamental utility, technical advantages, tokenomics, and team, they analyze the underlying cryptoasset’s absolute and relative valuation vs. their estimate of its long-run intrinsic value. Examples of valuation metrics/guideposts include multiples of market capitalization relative to on-chain analytics (such as transaction volume and active addresses), a familiar framework often used in the traditional equities world.
Portfolio Management
Once a cryptoasset makes it into the Crypto portfolio, the Portfolio Manager and Investment Team monitor the position daily alongside the other holdings, watching for signposts that their thesis is playing out (or not). The Crypto positions are held in conviction weights (i.e. sized based on the Team’s conviction levels) with regular rebalancing and tactical trading based on the evolution of the investment thesis against the cryptoasset’s valuation.
Discover Thousands of Trading & Investment Opportunities.
The crypto space is rife with speculation across cryptoassets with risks such as questionable fundamental utility, minimal adoption, opaque security features, and low liquidity, to name a few. Our Investment Team aims to separate the wheat from the chaff as a first filter before a cryptoasset can enter the universe of public liquid tokens that we may consider investing in.
Once a cryptoasset makes it into the Crypto portfolio, the Portfolio Manager and Investment Team monitor the position daily alongside the other holdings, watching for signposts that their thesis is playing out (or not). The Crypto positions are held in conviction weights (i.e. sized based on the Team’s conviction levels) with regular rebalancing and tactical trading based on the evolution of the investment thesis against the cryptoasset’s valuation.
