Signal-Driven
Portfolio Management
IonRidge combines proprietary market scanners with rigorous fundamental analysis to construct concentrated equity portfolios, enhanced by systematic options overlays.
Built on Conviction
IonRidge is a Massachusetts-based portfolio management firm. We deploy proprietary scanning algorithms to continuously monitor equity markets, isolating statistically significant patterns and mispriced opportunities across thousands of securities in real time.
Every position is grounded in fundamental conviction and sized through a systematic risk framework. We pair concentrated equity exposure with disciplined options overlays to generate asymmetric return profiles while managing drawdown risk.
How We Invest
Automated Market Scanning
Proprietary algorithms continuously screen the equity universe for anomalous price behavior, volatility dislocations, and factor exposures — surfacing high-conviction opportunities that manual analysis would miss.
Fundamental Research
Scanner-generated signals are validated through deep bottom-up analysis — modeling unit economics, free cash flow durability, and competitive moat strength to build a conviction-weighted thesis for each position.
Systematic Options Overlay
We exploit implied volatility surfaces and term structure dynamics through defined-risk spreads, premium harvesting, and tactical hedges — constructing payoff profiles calibrated to each position's risk-reward parameters.
Risk Management
Portfolio-level exposure is monitored through real-time Greeks aggregation, correlation analysis, and scenario modeling. Position sizing follows a Kelly-informed framework to optimize geometric growth while capping tail risk.