Engineers of Alpha^®

Our investment strategy aims to defend capital while delivering performance.

With arbitrage in our DNA, we look for anomalies in the system.
As market forces evolve, so do the opportunities we find and products we build.

Our Products

Structured Solutions by Wealthspring Capital

How Structured Notes Work

Structured Notes offer an alternative solution to the risk/reward equation by providing the potential upside that comes from equity in the structure of a bond.

They are issued by many investment banks, packaged in a wide spectrum of pre-determined factors, varied by maturity date, maximum returns, leveraged participation, and potential downside protections.

Structured Notes provide defined outcomes during uncertain market conditions, whereas traditional equity position exposes investors to the full range of market outcomes, both gains and losses.

Why Invest in Our Strategy

Proprietary Analysis

We have a consistent strategy and firm guidelines for creating and allocating a series of Structured Notes over time.

Advanced Technology

We access the same institutional tech platforms for auctioning, pricing, and securing Structured Notes from all issuing banks, regardless of your existing relationship.

Institutional Experience

We have a management and investment team hailing from top institutional firms with a track record for building and managing investment products.

US Treasuries + Alpha^® with SPACs

The US Treasuries + Alpha^® with SPACs strategy aims to treat fixed income differently by actively targeting a higher yield, while still offering a liquid product, with a shorter-term maturity. We aim for capital preservation as there is a requirement for the SPACs IPO proceeds to be held in a trust and invested in US Treasury bills.

This Separately Managed Account investment works towards solving the challenge investors face when they are sitting on too much cash, feel the need to preserve assets, but desire to continue growing their wealth. We generate a SPAC Ladder℠ Report for every account as part of our proprietary process for analyzing Special Purpose Acquisition Companies.

How SPACs Work

SPACs are public companies that are typically listed either on the NYSE or NASDAQ. They’re set up for the sole purpose of acquiring a private company via a reverse merger. A SPAC has 18-24 months to find a private company to buy. If a deal is struck, the acquired private company becomes public upon completion of the merger. The money raised by the SPAC via IPO is held in a trust and invested in US Treasury Bills while the SPAC sponsor team searches for a target company.

Why Invest in Our Strategy

Institutional Quality

We aim to provide investors access to a typically institutional-developed product – an actively managed, customized SPAC Ladder^SM Report in a diversified portfolio of 20-30 SPACs with an average maturity of 18 months.

Separately Managed Accounts

Our Separately Managed Accounts platform provides the transparency of personal account ownership without a Commingled Fund or ETF, no NAV Risk and 5-day liquidity.

Principally Protected

Whether or not an acquisition is completed, SPAC investors have the right to redeem pro rata shares, receiving back the cash they invested plus accrued T-bill interest.

Available Custodians

Accounts at each custodian are SIPC insured

All investments are subject to risk of loss, including the total loss of principal. Investors should carefully review all investment risks, terms, and conflicts of interest prior to investing. For a complete disclosure of all such risks, terms, and conflicts of interest, please contact Wealthspring Capital.

Wealthspring Capital claims compliance with the Global Investment Performance Standards (GIPS®). The verification and performance examination reports are available upon request. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.