Who we are
At Carthage Merchant & Trader, LLC (CMT), we integrate analytical expertise with institutional-quality systematic trading through our '5 Pillars' framework, where fundamental analysis converges with quantitative techniques, sentiment evaluation, and dynamic risk management. Founded by veterans with decades of market experience, we generate alpha by challenging conventional market narratives, employing first-principles thinking, and leveraging advanced econometrics and AI/ML to identify opportunities others might overlook. Our mission extends beyond performance metrics; it addresses the historically underserved wealth management needs of our community and high-net-worth individuals, aiming to preserve and grow capital throughout economic cycles by recognizing what others may miss.
Core Values
Integrity
At CMT, integrity forms the bedrock of our operations. We maintain unwavering ethical standards in all market interactions, provide complete transparency, and adhere to rigorous risk management protocols. We do the right thing for the right reasons.
Resiliency
Resiliency at CMT manifests through our multi-layered risk management framework and diversified strategy implementation. Our disciplined approach to capital preservation—maintaining robust returns while protecting against downside risks—reflects our unwavering commitment to building resilient portfolios regardless of market turbulence.
Results
We measure success through consistent, risk-adjusted performance. CMT's focus on results drives our meticulous strategy development process—from hypothesis formation to implementation—ensuring every investment decision serves our commitment to capital preservation and growth. We believe exceptional results come from disciplined execution rather than speculation, applying quantitative precision to deliver returns that speak for themselves.
Adaptability
We embrace adaptability as essential in rapidly evolving financial markets. Our hybrid approach—combining fixed principles with flexible methodologies—allows us to navigate changing environments with agility.
Continuous Learning
Continuous learning drives our research pipeline and strategy evolution. We systematically challenge our assumptions through rigorous backtesting, out-of-sample validation, and real-world implementation, creating structured feedback loops that refine our understanding of market dynamics. This culture of intellectual curiosity extends beyond our algorithmic strategies to our team's professional development, ensuring CMT remains at the cutting edge of quantitative finance innovation.
Empowering the Underserved Investor
CMT is committed to democratizing access to sophisticated quantitative strategies for traditionally underrepresented investors. By combining cultural competence with institutional-caliber investment approaches, we partner with underserved stakeholders to empower them with the advanced tools and strategies that meet their differentiated needs.
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