Occudo Quantitative Strategies Lp

Occudo Quantitative Strategies LP, established in April 2020, specializes in providing investment sub-advisory services to private pooled investment vehicles. The firm's principal investment strategy focuses on maximizing risk-adjusted returns through a market-neutral equity investment program utilizing proprietary quantitative models. Occudo's models emphasize price and return patterns, trading liquidity, and volume to capture mean-reversion and momentum opportunities. The firm actively manages client portfolios, with a focus on securities traded on public markets. Occudo had approximately $712 million in discretionary regulatory assets under management as of December 31, 2024. Clients do not have a minimum account size requirement. Occudo is compensated through pre-negotiated monthly draws and annual performance fees based on net appreciation. The firm does not participate in wrap fee programs and does not charge management fees. Clients are responsible for all costs and expenses related to their accounts, including infrastructure, data, and investment transactions. Occudo does not engage in soft dollar arrangements and does not receive compensation for the sale of securities or investment products. Clients grant Occudo full discretionary authority over their accounts, allowing the firm to make investment decisions without prior approval. Occudo does not vote proxies due to the high turnover of individual securities in its trading strategies. The firm has a Code of Ethics in place to address and avoid potential conflicts of interest. Occudo does not have custody of client assets, which are held with a custodian or broker-dealer selected by the client.