HLR Group is an investment management and holdings company dedicated to capital growth via applied statistical methods and factor-based investing across a range of assets. Founded in 2021, the firm has consistently boasted stronger performance and returns than traditional fund management firms, funds of funds, and the broader market.
HLR Group currently operates two Funds, primarily in public equity markets and currency exchanges.
Current and prospective investors, please visit our Resources page. For access to our performance reports, portfolio strategy summaries, and market analyses, please contact Client Services. If you have been referred for a new account, please contact us at the number shown on your referral card or in your referral email.
Performance & Analysis
Historical performance of HLR's Alpha Fund (predecessor to Fund I) vs S&P 500
Cumulative Return
Since January 2021
Cumulative Return
Since January 2021
Annual Return
Compound Annual Growth Rate
Annual Return
Compound Annual Growth Rate
Management Fee
Performance-based compensation only
Management Fee
Performance-based compensation only
Annual Performance of HLR's Alpha Fund (Predecessor to Fund I)
Year-by-year returns comparison
Past performance is no guarantee of future results. Any investments with HLR or in the stock, equities, or derivatives markets may lose all or some value.
HLR Alpha Fund (Predecessor to Fund I) Cumulative Returns
Relative performance since inception
Past performance is no guarantee of future results. Any investments with HLR or in the stock, equities, or derivatives markets may lose all or some value.
Investment Approach
Statistical Edge
Data-driven models built on extensive backtesting and probability analysis guide our investment decisions, identifying optimal opportunities across market conditions.
Strategic Equity Selection
We maintain S&P 500 correlation while applying fundamental analysis to select holdings positioned to outperform their respective sectors.
Compounding Alpha
Weekly options strategies generate consistent small gains that compound into meaningful outperformance over time.
Investment Structure
Performance-Based Model
- No management fees
- Compensation tied to performance
- Direct alignment with investor success
Systematic Approach
- Quantitative trading strategies
- Factor-based investing
- Statistical methodology
