Writings from Jan 1, 2024 to present

Please see the research section of my hedge fund - Triton Liquid - here. You can sign up for my hedge fund newsletter at the bottom of the page.

Triton Liquid Fund is a multi-strat digital asset hedge fund based in Abu Dhabi, UAE. The fund runs both a long/short quant strategy and a directional strategy (focusing on deep research, data, and small to mid-cap alternative liquid assets). 

  • Strategy Goals:

    • Quant - Capitalize on market inefficiencies and dislocations

    • Directional - Exposure to alt coin markets, effectively capturing venture capital-like returns with public markets liquidity

  • Investment edge:

    • Quant - Proprietary data platform built with MIT quant professors

    • Directional - Fundamentals-driven valuation process co-created with FJ Labs, Tier-1 VC

  • Team profile highlights:

    • Chris Keshian: invested across 3 cycles, built a crypto hedge fund in '16, built concept for the world’s first tokenized FOFs in '18, MIT graduate

    • Kevin Mills: strategy lead at Centre, MIT & Princeton graduate

    • John Stowers: drone engineering PhD, DEX developer, NVIDIA-backed founder

    • Luis Vernet: 7 years at Private Banking in JPM, biz dev at Series B crypto transactions startup, MIT grad

    • Anne-Marie Salmela: built largest youth startup community in UAE group, former Antler Investment Associate leading Saudi Arabian expansion

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Active Portfolio Management for Liquid VC