Products & Technologies

Predictive AI reads markets in real time, reveals hidden patterns, and cuts human error, so our systems can act with clarity and control.

RELENTLESS FOCUS

REAL-TIME
PERFORMANCE

RISK MANAGEMENT

Kaiju was founded on the belief that the most effective investment firms should function as integrated, real-time systems rather than a collection of disconnected tools. From inception we have built an AI-native, science-based platform that ingests large volumes of market data, runs ensembles of predictive models, deep learning architectures, and reinforcement learning agents, and channels their outputs into portfolio construction, risk engines, and execution algorithms. Human experts define the objectives, constraints, and risk limits, while the system handles signal detection, position sizing, and day-to-day trading inside those guardrails.

Over time the platform learns from new data and live outcomes, refining its view of regimes, relationships, and risk. Strategies are updated and re-tested continuously so they remain effective rather than drifting or going stale. For investors, this means portfolios that are managed with consistent rules, high-frequency awareness of risk, and a focus on compounding returns while controlling drawdowns. For technically minded readers, it means a traceable, model-driven workflow in which data pipelines, model performance, and risk decisions are monitored, versioned, and improved rather than left to intuition.
01

Human Generated
Hypothesis

Every strategy at Kaiju begins with human hypothesis and design. Our researchers and portfolio managers define how a given anomaly or behaviour should appear in data, specify the target return and risk profile, and set the liquidity and exposure constraints. The AI platform then tests and refines these hypotheses at scale, generating evidence and diagnostics that our team uses to determine which approaches are advanced, adjusted, or retired.

02

Reinforcement Learning +
Neural Networks

Kaiju’s technology stack uses deep neural networks and reinforcement learning to adapt strategies to changing market conditions. Models learn from the consequences of their own decisions, improving how they rank opportunities, size positions, and manage exits. New models are introduced through a controlled pipeline that includes backtesting, simulation, and staged capital deployment, so learning and innovation are balanced with strict risk discipline.

Lag never enters into
our field of challenges.

Core AI Investment Strategies

STRATEGY CAGR SHARPE SORTINO VOLATILITY CORRELATION (SPY) STRAGETGY VALUATION ** KPIs AVAILABLE?
HELIX + 11-Year Model: 45%
Live: Pending		 Model: 2.04
Live: Pending		 Model: 5.05
Live: Pending		 Model: 19.04%
Live: Pending		 Model: 0.69
Live: Pending		 Coming soon Model: Yes
Live: Pending
HELIX 11-Year Model: 33%
Live: Pending		 Model: 1.33
Live: Pending		 Model: 2.08
Live: Pending		 Model: 23.65%
Live: Pending		 Model: 0.54
Live: Pending		 USD $807M Model: Yes
Live: Pending
RS2 11-Year Model: 52%
Live: Pending		 Model: 2.91
Live: Pending		 Model: 5.07
Live: Pending		 Model: 14.91%
Live: Pending		 Model: 0.34
Live: Pending		 USD $190M Model: Yes
Live: Pending
DIP 11-Year Model: 18%
Live (17-Month Total Return): 19%*		 Model: 0.99
Live: 1.08		 Model: 1.39
Live: 1.55		 Model: 18.36%
Live: 14.04%		 Model: 0.91
Live: 0.81		 USD $223M Model: Yes
Live: Yes
BEX®
(Bilateral Equity
Corridor Strategy)		 11-Year Model: 24%
Live: Pending		 Model: 1.16
Live: Pending		 Model: 1.87
Live: Pending		 Model: 20.45%
Live: Pending		 Model: 0.03
Live: Pending		 USD $247M Model: Yes
Live: Pending
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The Compound Annual Growth Rate (CAGR), Sortino and Sharpe ratio calculations incorporate transaction fees and market impact slippage and are calculated from Jan 1, 2013 through December 31, 2023. It is essential to acknowledge that these metrics can be influenced by the terms outlined in individual broker-dealer agreements, potentially affecting the resultant Profit and Loss either positively or negatively. The reported values are before any other expenses or applicable taxes that a client might incur.

*DIP’s last trades were executed on 22 May 2024, and the fund was subsequently wound down and delisted on 30 May 2024, after a 17-month life as a listed ETF on the NYSE. Over that period it delivered a total return of 19%, including a 33.8% return over its final twelve months of trading. DIP is now available for purchase or licensing.

**Identity of valuation firm and valuations available for review by qualified buyers and accredited media on execution of an access letter. Please Contact Us for details if interested.

Strategy Descriptions

HELIX

HELIX is Kaiju’s core AI-native large-cap equities strategy. It is a fully AI-managed, close-to-close system that uses Kaiju’s proprietary PROFIT HELIX® engine to identify long opportunities in S&P 500 constituents from volume aggregation and flow patterns with a historically high win rate. The portfolio is then rebalanced in full at each market close, targeting consistent performance across changing market conditions while keeping exposure tightly bounded in time.


Over an eleven-year model validation window, HELIX has delivered a scientifically validated model CAGR of 33.2%. Risk is mitigated through the selectivity of the PROFIT HELIX® signals and a holding period limited to a single trading session, which materially reduces the likelihood of large drawdowns. This performance profile has supported an independent valuation of US $807 million.

11-year
model cagr

33%

HELIX +

HELIX+ is Kaiju’s flagship AI-native equity strategy. It is a single-program system that combines close-to-close, long-only exposure to large-capitalisation U.S. equities with risk-defined single-stock option overlays, adding convexity and capital efficiency while maintaining strict risk control.


Over a twelve-year model validation window, HELIX+ has delivered a compound annual growth rate of 44.6%, with a Sharpe ratio of 2.0, a Sortino ratio of 5.0, approximately 19% annualised volatility, and a correlation of 0.69 to the S&P 500. For a long-only equity core, this combination of growth, risk-adjusted returns and measured correlation makes HELIX+ the foundation for Kaiju’s next generation of funds.

11-year
model cagr

45%

DIP

DIP (“Buy the Dip”) was Kaiju’s inaugural AI-curated ETF. The strategy uses predictive AI to scan large-cap U.S. equities for short-term dislocations, building a long-only portfolio of oversold names where mean reversion is expected. Positions are entered and exited systematically as signals reset, with the aim of compounding repeated recoveries in individual stocks rather than making broad market calls.


Over an eleven-year model validation window, DIP has delivered a model CAGR of 17.87%. During its seventeen-month life as a listed ETF on the NYSE, the strategy generated a total return of 19%, including 33.8% over its final twelve months of trading. DIP has supported an independent valuation of US $222.8 million and now runs as a private strategy within Kaiju’s separately managed accounts. DIP has demonstrated that it is capable of outperforming the S&P 500 using the same underlying components with lower volatility.

Total Live Return (17 Months)

19%

RS2

RS2 is Kaiju’s complex options momentum strategy. It uses AI to detect volume and price-pressure patterns in large-cap U.S. equities, then expresses those signals through put-only ratio spreads structured below the market. This construction allows RS2 to capture the full option premium when the underlying moves higher or holds its level, while also positioning the strategy to earn several multiples of that premium when prices break lower into the structure and then stabilise or rebound.


Over an eleven-year model validation window, RS2 has delivered a model CAGR of 52%. The strategy combines AI-driven signal detection with systematically constructed multi-leg options structures and has supported an independent valuation of US $190 million.

11-year
model cagr

52%

BEX® (Bilateral Equity Corridor Strategy)

BEX®is Kaiju’s market-neutral, risk-defined options income strategy. It uses AI to identify securities that are likely to trade within a defined price range, then constructs complex options structures that create a corridor around that expected behaviour. As long as prices remain within this corridor, BEX® seeks to systematically harvest option premium while keeping maximum risk explicitly bounded at the position level.


Over an eleven-year model validation window, BEX® has delivered a model CAGR of 24% and has supported an independent valuation of US $246.6 million. The strategy is designed to provide highly capital-efficient, risk-defined return potential that is largely independent of broad market direction, with a correlation of only 0.03 to the S&P 500, making it a powerful diversifier within Kaiju’s overall platform.

11-year
model cagr

24%

Supporting
Technologies

Kaiju’s ever evolving strategies represent the next phase of modern investment philosophy. Most fund managers attempt to wedge both established and emerging predictive tools into outdated investment models. Standing apart, Kaiju has created an original strategy locus from the ground up. We did this by fusing into a powerful ideology what we call Mechanisms of Reasoning® — an approach that comprises not only Artificial Intelligence, but also Quantitative Analysis, Behavioral Finance, and Quantum Mechanics. We have demonstrated that the meticulous application of this approach is largely immune to broad market movement, while still generating consistent, substantial alpha for our funds and clients.

Quantitative Analysis

At Kaiju, we use quantitative analysis where its capacities are strongest: validation and model authentication. Quantitative analysis delivers an essential infrastructure component of our strategies: the certainty of data integrity.

Behavioral Finance

Understanding key market participants and their goals is central in predicting asset movement. We are focused on utilizing behavioral finance to identify shifts in dominance from one market participant to another, so we can better predict the inevitable change in the direction of prices.

Quantum Mechanics

At Kaiju, we don’t use theoretical physics to find the proverbial “needle in the haystack”; we use the principles of quantum mechanics to determine of all the needles in all the haystacks, which particular needle is worth finding. We do this by leveraging concepts of superposition and Quantum Darwinism to see probability outcomes within a new, more accurate system of measurement.

Stratified Risk Distribution®

 Stratified Risk Distribution

Rather than rely on traditional approaches like cross-asset diversification and beta neutrality to insulate against adverse broad market movements, at Kaiju, we employ Stratified Risk Distribution®. This comprises AI-directed early warning systems at the position level that use exit mechanisms optimized for capital preservation layered across diverse portfolio constructs and multiple market sectors.

The result of using Stratified Risk Distribution® is that no matter how the markets or their component sectors perform, there is no single outcome (or collection of disparate outcomes) that can substantially affect our capital base.

(ARC)®AI Risk Containment

 AI Risk Containment (ARC)

Stratified Risk Distribution®

 Stratified Risk Distribution

Stratified Risk Distribution®

 Stratified Risk Distribution

Rather than rely on traditional approaches like cross-asset diversification and beta neutrality to insulate against adverse broad market movements, at Kaiju, we employ Stratified Risk Distribution®. This comprises AI-directed early warning systems at the position level that use exit mechanisms optimized for capital preservation layered across diverse portfolio constructs and multiple market sectors.

The result of using Stratified Risk Distribution® is that no matter how the markets or their component sectors perform, there is no single outcome (or collection of disparate outcomes) that can substantially affect our capital base.

New applications of predictive AI

By leveraging our powerful foundational architectures and predictive AI technologies, Kaiju is investing in new applications in diverse fields designed to enhance human capability and benefit society. For example, in partnership with Cosmopolitan Yachts, Kaiju is developing one of the world’s first autonomous navigation and self-docking systems for the maritime industry to enhance safety on the water anywhere in the world. We believe that our extensive experience optimizing predictive AI decision-making systems, as well as our Leadership’s deep understanding of maritime environments, gives us a clear advantage in the construction and refinement of these systems and positions us as an early leader in the development of technologies for watercraft - that have been available to automobiles and aircraft for most of the past decade.

Autonomous navigation & self-docking systems

Enhanced safety for decision-making systems