Systematic Equity Strategies.
Sundial Systematic Equities Strategy
We believe disciplined, tactical equity exposure can deliver stronger results with smaller drawdowns.
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Explore what it's like to be a Fund Partner of Sundial's.
Learn More What It's Like As A Fund Partner
Systematic strategies that lean in when markets are in uptrends and step back when they aren't.
How We Work
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Screen and Score
Our models are driven by signals in price momentum, trend and fundamental strength.
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Position and Adjust
We increase or decrease equity exposure based on market trend and underlying market conditions.
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Stay Disciplined
Our system removes emotion — allowing the strategy to work through full market cycles.
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Protect and Perform
We aim to capture upside in strong markets and reduce risk in downturns.
Who We Target
Sundial Systematic Equity Strategy Descriptions
We recognize trends are powerful, and we believe a disciplined rules-based approach can significantly outperform the broader equity market
Details
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Sundial Equity Momentum
A concentrated portfolio of single name stocks exhibiting positive momentum, upward price trends and strong fundamentals.
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Sundial S&P500 Outperformance
A portfolio of index focused ETFs seeking to outperform the S&P500 in both up and down markets through systematically modulating risk exposure.
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Custodian Options
Sundial equity strategies are available in separately managed accounts at Schwab or Interactive Brokers. A private fund with a tail hedge is also available for qualified investors.
How We Invest
Modular and Adaptable Systematic Allocation
Markets are noisy. Our rules are built to cut through that and act decisively.
Details
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Systematic Allocation
Every risk decision is rules-based — no guessing, no gut feel.
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Long or Flat Positioning
Our strategies don’t take outright short positions as we believe simply modulating long exposure is a superior way to manage risk.
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Modular and Adaptable
Strategies can integrate with broader portfolios or stand alone as a core equity sleeve.
Systematic Scale
Offense When Markets Run. Defense When They Break Down.
Our strategies thrive in strong uptrends and protect capital when trend breaks.
Details
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Complimentary to Passive Exposure
Dialing risk up in favorable markets and down in unfavorable markets.
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Custom Overlay Options
Add tail hedging positions or pair with other equity alternatives to create a complete equity portfolio.
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Reduced Drawdowns
Decreasing exposure when market conditions are unfavorable helps protect capital and allow for compounding from a higher base.
Book a Discovery Call.
Sundial Systematic Equities is a rules-based equity strategy. We invite you to book an exploratory call to see if we're the right fit for each other.
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