Simple theses. Measured risk. Repeatable process.
Approach
Asset Classes
U.S. equities, sector and broad‑market ETFs, investment‑grade fixed income, and cash equivalents.
Portfolio Construction
Position sizing based on volatility bands and conviction tiers; rebalancing on schedule or when thresholds are breached.
Risk Controls
Max single‑name exposure caps, sector limits, cash floors, and predefined drawdown governance with escalation paths.
Liquidity
Preference for instruments with deep liquidity and transparent pricing; emphasis on T+ settlement and execution quality.
Process
Research & Screening
Systematic analysis of opportunities within our defined universe of liquid instruments.
Entry Criteria & Sizing
Position sizing based on volatility bands and conviction tiers with predefined limits.
Monitoring & Risk Checks
Continuous monitoring of positions against risk parameters and portfolio limits.
Trim/Cut Rules & Rebalance
Systematic rebalancing triggered by thresholds or scheduled review periods.
Post‑mortems & Periodic Review
Regular evaluation of decisions and outcomes to improve future processes.
Disclosure
Gelt Private Capital LLC does not publish performance or forecasts. All investments involve risk, including loss of principal.