FInancial
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Financial
Solutions
Build and Safeguard Your Wealth
About us
MBH Capital Management is a systematic 0 days to expiration index options hedge fund.
We benchmark ourselves to quarterly performance regardless of market environment. This allows us to shield and multiply your capital away from market volatility and give you the certainty to achieve your financial goals, enabling you to do the things in life that sets your heart on fire!
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Adaptive Financial Solutions
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Hedge Against Inflation
With inflation cutting into your purchasing power at 5% annually it's time to protect yourself. At MBH Capital Management, we provide the risk free return of US treasuries and our 0 days to expiration strategies. our technology and experience to compound your capital daily, ensuring that your investment not only withstands inflation but is safeguarded and grows in all market environments.
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Audited Public Track Record
We are an SEC regulated fund & audited by public accounting firms. We are registered under all federal regulations for hedge funds. All our returns are confirmed by neutral 3rd parties to ensure we meet all US regulatory requirements. All our fund documents can be accessed on the SEC Edgar website.
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Daily Compounding
Through zero days to expiration options, we compound your investment daily, unlocking exponential growth in your capital sooner rather than later. For an example of daily compounding: over a 2 year period if you returned 0.25% daily of the initial account value, you would have a 125% return. Over that same period, if you were to take that same investment and compound the daily balance by 0.25%, you would return 251%, or double the return. That is the real miracle of investing compounding.
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Strategic Investment Innovation
We utilize multiple portfolios that offset total exposure. Our fund utilizes 4 portfolios of 0 DTE non directional volatility, 0 DTE signal based trend following, 1 DTE non directional volatility strategy & tail risk hedge.
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Tax Efficiency
Utilizing SPX index options, we leverage the 1256 tax advantage which provides tax rate of 60% long capital gains & 40% as short term capital gains, cutting your tax burden by over 1/3 .
16.3%
Average ROI of 16.3% Annually
Achieve long-term growth. Our clients enjoy an average annual ROI of 16.3%.
+200
Success Client Stories
Hear firsthand accounts of financial success from our satisfied clients.
$300M
In Sustainable Investments
Our sustainable investment options offer both strong performance and impact.
Our Approach
The core of our investment philosophy lies in leveraging adaptive algorithms to trade 0-DTE Index Options, employing a systemic quantitative approach that is purely mathematical in nature.
Each day, our trading algorithms recalibrate to the current day's market conditions, deploying capital at market open and which expire at market close. This allows us to have no overnight risk that is not hedged.
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Daily Compounding
By utilizing zero days to expiration options we are able to deploy your capital more efficiently on a daily basis, providing exact sizing and rebalancing to compound your investment geometrically each day. This speed of capital used creates smoother returns in a shorter period of time to compound your capital beyond traditional yearly projections.
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Why MBH Capital should be part of your investment strategy?
Hedge funds offer unique advantages for savvy investors seeking to optimise trading and tax costs in their financial portfolios. This is done by leveraging economies of scale and utilising the 1256 tax code, which allows 60% of capital gains to be recognised as long-term gains and the other 40% as short-term gains. Investors also benefit from regulatory perks, ensuring added transparency, accountability through oversight by public accounting firms and the SEC. By becoming a limited partner in the LLC, you gain exposure to alternative investment vehicles, which historically provide higher returns. MBH Capital Management combines these benefits with a sophisticated trading algorithms and strategies to offer superior risk-adjusted returns.
Who can invest in MBH Capital?
Accredited investors are able to invest as 401k's, Roth IRA's trust, business or taxable accounts. Allowing you the flexibility to limit your tax burden. MBH provides investment opportunities are typically exclusive and involve significant minimum investments. However, we are dedicated to work with you offering our solutions as inclusive as possible. Schedule a call to discuss specifics for your financial goal and situation to experience our world-class trading technology. We are a limited partnership income from the fund will be provided to you as a K-1.
What is MBH Capital's target return?
Our commitment is not just to manage your capital but to grow it substantially. We have a 40% target return with a -6% max drawdown. We benchmark this to income generation with a target quarterly return of 10%. Along with daily return results we also offer you the freedom to withdraw your investment without any penalties or advanced notice. This model ensures our interests are perfectly aligned with yours, providing a transparent and trustworthy investment partnership. We've consistently delivered positive outcomes through various market conditions, including the challenging phases of the covid crash and the 2022 historic inflationary rate increases
How can I access MBH Capital's updated fund performance?
https://docs.google.com/spreadsheets/d/1bvNZUCZdqgZLRd6UqC3FrIRv-CyTMYt3lYwit-FI4rg/edit?usp=sharing
How do your strategies manage and minimize investment risk?
Our quant strategies are designed to minimise risk, with a maximum downside limited to 5%. By maintaining 70% liquidity at all times and hedging against unpredictable market movements, we ensure your capital is safeguarded against overnight losses. Our uncorrelated market approach and daily investment transparency provide an additional layer of protection, aligning with our commitment to deliver robust returns while managing risk effectively over each 90-day cycle.