Where ground truth
meets trend truth.
Property development and investment, paired with systematic managed futures. Our goal: market-beating returns, and a path for equity partners and clients into premium alternative assets.
Two strategies. One mission: outperform, and diversify.
Two lenses on the same discipline.
Our goal is simple: market-beating returns, delivered by diversifying our equity partners and clients into premium alternative assets. Real assets anchor the portfolio; systematic futures add a return stream that moves independently of buildings, equities, and bonds. Each business is underwritten on its own terms — together, they're built to outperform through more market conditions than either could alone.
Two strategies. One underwriting standard.
Staffed and capitalized independently. Underwritten to one standard.
Property Development & Investment
Ground-up development and value-add acquisition in supply-constrained growth markets.
- Multifamily & build-to-rent development
- Industrial & logistics acquisition
- Mixed-use urban infill
- Direct site control & construction oversight
Managed Futures
Systematic, rules-based trading built to perform independently of real-asset cycles.
- Trend-following across commodities, rates & currencies
- Diversified global macro overlays
- Volatility-scaled sizing & daily risk monitoring
- Fully systematic — no discretionary overrides
Source. Structure. Steward.
One discipline, applied to a building site and a trading model alike.
Source
Off-market land relationships and proprietary research build the pipeline before capital is called.
Structure
Every deal and model is underwritten to a defined downside first, upside second.
Steward
Active management and daily risk monitoring through every market regime.
A firm sized for conviction, not headlines.
Two desks, one investment committee.
Real estate and systematic trading leaders, sharing one investment committee.
Property Development & Investment
Final sign-off on site selection, entitlement, and construction.
Managed Futures
Leads model research and risk oversight for the futures program.
Firmwide Risk & Compliance
One risk framework across both strategies, reporting to the committee.
Request access to the data room.
Open to qualified and accredited investors. Share a few details and our investor relations team will follow up within two business days.
ir@agwolfcapital.com
400 Meridian Row, Suite 1100 · Austin, TX
+1 (512) 555-0148