Algorithmic trading firm Inverteum Capital has announced a return of 61% for the calendar year 2025. This performance represents a significant outperformance over the S&P 500, which recorded a 16% return during the same period. Alongside these returns, Inverteum reported annual trading volume exceeding $100 million USD, signaling robust scalability in its data-driven operations.

Systematic Performance in Volatile Markets

Building on a 40% return in 2024, Inverteum’s 2025 results underscore the efficacy of its proprietary long-short algorithms. The firm’s Chief Investment Officer, Brian Chan, attributed the year's success to the system's ability to capitalize on market volatility, particularly those driven by fluctuating US trade policies and tariff announcements throughout the year.

"Our algorithmic strategies allowed us to more than triple the performance of the S&P 500," stated Chan. "By removing human behavioral bias and relying on algorithmic precision, rationality, and speed, our systems successfully identified and took advantage of profitable entry and exit points during periods of heightened policy-driven volatility in 2025."

Data-Driven Methodology

Inverteum’s approach relies on the analysis of two decades of historical market data to identify repeatable patterns. This systematic execution allows the firm to remain agnostic to broader market sentiment, generating alpha in both bullish and bearish conditions. The firm notes that its discipline and speed are primary factors in its historical average annual return of 59% since inception.

By comparison, Inverteum’s 2025 performance exceeded that of several prominent industry players, including Bridgewater Pure Alpha II (34%), DE Shaw Oculus (28.2%), Citadel Tactical Trading (18.6%), and Millennium (10.5%).

2026 Market Outlook

Looking toward the new fiscal year, Inverteum maintains a cautious but confident stance. While the firm’s algorithms are designed to perform regardless of market direction, leadership notes that 2026 presents unique headwinds, including the maturity of the current bull market (now in its fourth year) and the historical underperformance associated with US midterm election cycles.

"Since 1948, midterm election years have yielded an average S&P 500 return of just 4.6%," Chan noted. "Despite this uncertain macro environment, we remain confident that our pattern-recognition strategies stemming from 20 years of historical price data will continue to deliver results as circumstances evolve."

Social Impact

In addition to its financial activities, Inverteum is focused on philanthropy. Through the American nonprofit platform Kiva, the firm has improved access to capital for over 2,000 businesses and individuals in the Global South since October 2025, facilitating entrepreneurship and community development: https://www.kiva.org/lender/inverteum

About Inverteum

Inverteum Capital is a quantitative investment firm dedicated to algorithmic equity trading. Leveraging proprietary long-short strategies backtested over twenty years, the firm aims to deliver superior risk-adjusted returns through advanced data analytics.

For more information, please visit: https://www.inverteum.com

Disclaimer: This press release may contain forward-looking statements. Forward-looking statements describe future expectations, plans, results, or strategies (including product offerings, regulatory plans and business plans) and may change without notice. You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements.

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