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 * About
   * About the Two Quants
   * Q&A with Moritz & Moritz
   * Real Vision Bot
 * Takahē Capital
 * Podcast
   * Open Interest
   * Conversations
 * Blog
 * Resources
   * Favorite Books
   * Papers & Articles
   * Our Research
 * Newsletter

 * Home
 * About
   * About the Two Quants
   * Q&A with Moritz & Moritz
   * Real Vision Bot
 * Takahē Capital
 * Podcast
   * Open Interest
   * Conversations
 * Blog
 * Resources
   * Favorite Books
   * Papers & Articles
   * Our Research
 * Newsletter

 * Home
 * About
   * About the Two Quants
   * Q&A with Moritz & Moritz
   * Real Vision Bot
 * Takahē Capital
 * Podcast
   * Open Interest
   * Conversations
 * Blog
 * Resources
   * Favorite Books
   * Papers & Articles
   * Our Research
 * Newsletter

Go to...

 * Home
 * About
   * About the Two Quants
   * Q&A with Moritz & Moritz
   * Real Vision Bot
 * Takahē Capital
 * Podcast
   * Open Interest
   * Conversations
 * Blog
 * Resources
   * Favorite Books
   * Papers & Articles
   * Our Research
 * Newsletter

Go to...

 * Home
 * About
   * About the Two Quants
   * Q&A with Moritz & Moritz
   * Real Vision Bot
 * Takahē Capital
 * Podcast
   * Open Interest
   * Conversations
 * Blog
 * Resources
   * Favorite Books
   * Papers & Articles
   * Our Research
 * Newsletter



HomeMoritz Seibert2023-08-07T11:40:39+02:00


QUANTITATIVE INVESTING
WITH A TWIST



 

Sign up to “Methods to the Madness”


ANNOUNCEMENT



We’ve launched Takahē Capital to make what used to be the 2Q Portfolio
investable. Learn more by clicking on the red button, or contact us if you’d
like to speak about the details!

VISIT TAKAHĒ CAPITAL


MAN OR MACHINE?



Systematic or discretionary trading? What’s better?

While we’re inclined to favor a systematic approach as quants, we realize that
systematic and discretionary trading processes share many similarities. The key
difference is that the former encapsulates the decision-making dynamics in a
rules-based framework, while the latter doesn’t.

Coded trading programs allow us to systematically repeat a tried and trusted
method. That’s a great thing. The machine places our bets in the markets while
we remove ourselves from the day-to-day trading process. If our trading program
has edge and is resilient in design, we should be rewarded with gains.

Humans on the other hand can be highly inventive and see things which machines
cannot – or at least not easily. But how can you make sure that what you see is
real rather than a noisy Fata Morgana of the markets? Well, there’s never a
guarantee, but once you’re able to blend statistical observations with long-term
trading experience, you can increase the odds of discovering something valuable.

Twoquants® is both. Model-driven, but human. That’s our recipe for playing the
hardest game in the world.

“No man is better than a machine, and no machine is better than a man with a
machine.” (Paul Tudor Jones)


WHO WE ARE



We are two quantitative traders with a background in professional investment
management, derivatives trading and quantitative research. We are interested in
quant-driven trading strategies and, perhaps most importantly, are supported by
an AI bot and a really cool dog.

CHECK US OUT


WHAT WE BELIEVE IN



We think there is a better way to investing than long-only buy-and-hope. We
believe portfolios must be protected against large drawdowns while staying
exposed to the topside at the same time. We are convinced that there is alpha in
the interplay between systems and humans.

READ OUR BLOG POSTS


WHAT WE DO



Model-driven, but human – that’s our philosophy. We combine systematic
strategies in single and spread markets with option positions. Most importantly,
we trade our own money live at Takahē Capital. We also share some of our trading
insights in our MTTM Newsletter.

SHOW ME MORE


SIGN UP TO “METHODS TO THE MADNESS”


SIGN UP


LATEST BLOG POST


 * 

Moritz Seibert2023-11-30T18:41:00+01:00

NEW “OPEN INTEREST” PODCAST SERIES ON TTU

Moritz Seibert2023-11-30T18:41:00+01:00October 2nd, 2023|

A couple of weeks ago, I started my new "Open Interest" podcast series on Top
Traders Unplugged, a show which got started by Niels Kaastrup-Larsen more than a
decade ago. Many of you will likely know TTU as one of the best trading and
investing-related podcasts in the world, and I'm excited to be back! As ever,
maintaining a spirit of curiosity and open-mindedness is important - [...]


MEDIA


 * 

Moritz Seibert2024-05-14T16:28:15+02:00

MAXIMIZING DIVERSIFICATION: THE TREND FOLLOWING TRADING THINK TANK

Moritz Seibert2024-05-14T16:28:15+02:00May 14th, 2024|0 Comments

A farmer throws many seeds, a tennis player hits more than one ball, and a trend
following trader places many probing bets in the markets, using a consistent
risk budgeting framework for statistical equality. Where we, that is Jerry
Parker, Richard Brennan, and Simon M, all agree, is this: Diversification
benefits are gratis. There’s no cost other than having the computer run [...]


TRADE IDEAS & TOOLS


 * 

Seth Dingle2021-02-24T14:48:57+01:00

POSITION SIZING: A SYSTEMATIC TOOL TO ADD TO YOUR TRADING TOOLKIT

Seth Dingle2021-02-24T14:48:57+01:00February 5th, 2021|0 Comments

When most people think about systematic trading, they likely picture a price
chart with a plethora of moving averages, oscillators, and trend lines all with
the goal of nailing the perfect entry right before a market takes off for the
moon. While a good deal of time in systematic strategy development is devoted to
entry and exit methodology, the greatest [...]


METHODS TO THE MADNESS – THE 2Q NEWSLETTER



Our MTTM newsletter covers a diverse range of topics. When we write about
trading, we aim to synthesize quant-driven investment ideas into actionable
trades. We zero in on price trends, momentum, spreads, correlation, and
volatility. We look at futures, equities, ETPs, options, and digital assets –
and anything else that crosses our quantitative trading minds. This, we hope,
makes the MTTM newsletter original and unique.


OUR CORE VALUES



 * We want to be guided by what matters: data, numbers, facts

 * We search for anomalies in the data and, where possible, seek to enter into
   trades to exploit them

 * We always want to improve our trading, do something better, find something
   new

 * We are agnostic to what the markets seem to be or what people say they are.
   Biases can kill you when trading in the markets

 * We read a lot, and across many subjects. This may not be a competitive
   advantage, but not doing it simply isn’t an option

 * We study market history and investors’ traumas to become better traders

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