Three strategies. One mandate.
SynergosOS is the operating layer for modern capital management — monitoring positions, generating reports, tracking performance across every strategy, every day.
Investment Strategies
Conviction-weighted, long-term equity positions in technology-enabled businesses. No short positions. No hedging. Pure directional exposure to disruption.
Market-neutral to long-bias equity across the four transformation sectors. Long the future, short the past. Asymmetric return profile.
Options and derivatives overlay on the core portfolio. Volatility as an asset class. Income generation through systematic premium capture.
Four transformation sectors
Investment Philosophy
Capital allocation is not neutral. Every dollar placed carries the values of the allocator. Synergos builds portfolios that reflect conviction about the future — and explicitly avoids entities that cannot pass a basic test of human dignity.
We don't chase noise. We don't optimize for short-term performance against a benchmark. We align capital with the most significant technological transformations of our era and hold with conviction.
Conviction
first.
The Operating Layer
Real-time monitoring across all three strategies. Positions, performance, risk metrics — updated every day without manual intervention.
Automated quarterly letters, performance summaries, and market commentary generated and delivered without spreadsheet wrangling.
Ongoing screening of the opportunity set — manufacturing, software, mobility, e-commerce — surfaced and scored continuously.
Form ADV updates, quarterly filings, and documentation tracked and drafted automatically. One less thing on the founder's plate.
SynergosOS runs the operations so the firm can focus on what matters: conviction-driven investment decisions that move the portfolio forward.