Triton Liquid Fund
Triton Liquid Fund is quantitative research in crypto. The emerging cryptocurrency asset class necessitates a nuanced investment approach. Cryptoassets are early-stage investments in internet-native companies, in which the value accrues to a liquid asset (a tradeable token) as opposed to illiquid equity. This nascent asset class therefore exhibits characteristics of both traditional venture capital and public equities. As such, these assets offer a unique investment profile that combines venture-style return with a shorter investment time horizon. Triton Liquid Fund adopts a fundamental and quantitative approach to investing in this space. We first assess a company's fundamentals through a venture capital lens, and then actively manage our portfolio using quantitative metrics, which we pull real-time from the blockchain and open-source code bases of these projects. We believe the basis of capital allocation in this space will ultimately revolve around these metrics.