OaXys offers three core products — $X-Core^{TM}, X-Prime^{TM}, X-Plus^{TM}$. These offerings are designed to deliver maximum tax-benefits through long-short investing. Each product targets a specific level of tracking error and leverage, and are optimized to seek alpha, enhance tax efficiency, and respect risk constraints of the investors.

All three strategies are built on top of a benchmark (starting with Russell 1000, with additional options coming soon), and maintain a net 100% exposure with beta ≈ 1 to the chosen index. To achieve this result, OaXys relies on proprietary, and systematic investment models, based on company fundamentals, pricing signals, and macroeconomic data, and are developed by OaSys Wealth, Inc.

$$ X-Core^{TM}: $$

Target Long/Short Exposure:

140 longs / 40 shorts

Target Tracking Error: 2%

Profile: Designed for conservative tax-aware investors seeking alpha with minimal deviation from the benchmark.

$$ X-Prime^{TM}: $$

Target Long/Short Exposure:

175 longs / 75 shorts

Target Tracking Error: 4%

Profile: Balanced risk/return profile with moderate alpha and tax efficiency. Ideal for investors seeking smart active exposure with constraints.

$$ X-Plus^{TM} $$

Target Long/Short Exposure:

225 longs / 125 shorts

Target Tracking Error: 6%

Profile: For investors comfortable with higher tracking error in pursuit of maximum alpha and tax optimization benefits.

These solutions are also available with custom beta exposures, depending on how you choose to fund the portfolio (e.g., with cash, collateral, or stock contributions). Each product provides a different blend of tax benefits, alpha potential, and risk tolerance, offering flexibility tailored to your specific goals.

Have more questions? Let’s chat and see how we can help you.