Principles endure through market cycles.
Investment principles: control losses, remain invested, eliminate behavioural biases. Analytical principles: academic rigor to challenge data sources, hidden assumptions and quantitative outcomes.
IndependentFounder-owned, guided by experts.
Fully founder owned and operated, and accompanied by renowned experts from academia and practice, QI is truly independent. The founders bring decades of experience in financial markets.
InnovativeAcademic rigor meets curiosity.
PhDs from top institutions, university collaborations, new alternative datasets, and artificial intelligence at every level of the investment process — applied to traditional equity and modern digital assets.
Modern quantitative solutions for liquid markets.
QI Investment brings long-standing expertise in data and quantitative methods to liquid markets. We combine academic rigor with extensive market experience: data sources, hidden assumptions and quantitative outcomes are challenged before they are trusted.
Machine learning supports every step of the investment process. The Guarded Equity fund is one product of this research — not the other way round.
Curiosity drives innovation.
Our quantitative approach leverages new data sources and AI processing to guide investors through modern liquid markets.
QI Equity Guard
Drawdown and volatility reduction — the basis for stable performance
Enter ii.Machine Learning
Signals: machine-detected, interpreted with market experience
Enter iii.Alternative Data
Supply chains, payments, sentiment — insights ahead of the reports
Enter iv.Digital Assets
New markets with old discipline
EnterQI Global Guarded Equity — equity participation, guarded by design.
Losses are not symmetric — a portfolio that falls by half must double merely to stand still. The fund manages the depth of the path, not just its endpoint, so equity exposure can be held through full cycles.
A Luxembourg UCITS: participation in EuroStoxx 50, Nasdaq-100 and Dow Jones via index futures, each index individually hedged by the QI Equity Guard — an annual base put refreshed with quarterly, AI-signalled protection. Registered for distribution in Luxembourg, Germany and Austria.
Different balance sheets, different problems.
The effect of drawdowns is different for banks than for insurers or family offices. Choose your seat at the table.
Banks
Capital-efficient equity exposure for the own account — built synthetically, with a guarded tail.
Enter ii.Pension funds
Staying within risk budgets and stress tests without surrendering the equity quota that funds the promises.
Enter iii.Family offices
Generational compounding without the interruptions — and a founder-owned boutique to build with, not just buy from.
Enter iv.Asset & wealth managers
The end of the "expensive market or missed rally" dilemma: invested, guarded, defensible in the next client review.
EnterJudgement, with names attached.
J.P. Morgan equity derivatives, London; doctorate with a Harvard research fellowship; early team member of PE firm Castik Capital.
Published quantitative researcher (Bonn, Wisconsin–Madison); EY quantitative advisory; patented data infrastructure in tech.
| Academic advisory board | Prof. Dirk Hackbarth — Professor of Finance, Boston University |
|---|---|
| Practitioner advisory board | Dr. Sascha Otto — Head of Securities & Portfolio Management, Sparkasse Bremen |
If you allocate capital professionally, the morning is a good time to talk.
Request fund information Not investment advice or an offerThis website is provided by QI Investment for information purposes only and does not constitute an offer, solicitation or investment advice. Shares of the QI Global Guarded Equity (a subfund of 1st IQ SICAV, Luxembourg) may only be subscribed on the basis of the current sales prospectus, the key information document (PRIIPs KID) and the latest annual or semi-annual report. The subfund is registered for distribution in Luxembourg, Germany and Austria only; shares may not be offered to US persons. The Guard mechanism is a risk-management technique and no guarantee against losses; an investment involves risks, including the possible loss of capital.
Investment advice according to section 2 para. 2 no. 4 German Wertpapierinstitutsgesetz (WpIG) and investment brokerage according to section 2 para. 2 no. 3 WpIG shall be made on behalf of, in the name of, for the account and under the liability of the responsible legal entity BN & Partners Capital AG, Steinstraße 33, 50374 Erftstadt, according to section 3 para. 2 WpIG. BN & Partners Capital AG has a corresponding license from the German Federal Financial Supervisory Authority (BaFin) in accordance with section 15 WpIG for the prenamed financial services.