Beyond Buy and Hold: Q3 Asset Mgmt's Quantitative Approach to Tactical Investing with Bruce Greig & Brad Giaimo
The Derivative
QASOX Mean Reversion Fund Explained
Bruce explains QASOX's short-term mean reversion strategy trading S&P 500 and NASDAQ 100, its typical short-duration trades, and the move to futures for tax efficiency.
Join Jeff Malec as he sits down with Brad Giaimo and Bruce Greig from Q3 Asset Management, two investment pros who turned trading floor grit into a modern, rules-based quant shop helping RIAs build out tactical trading models for clients. From Brad's formative days alongside Paul Tudor Jones to Bruce's mathematical approach to market analysis, you’ll hear how Q3 builds transparent, systematic models that aim to outperform while protecting downside risk. If you’re an RIA, allocator, or markets geek, this episode is packed with tactical insights and practical knowledge delivered by practitioners who’ve moved from the trading pits to the trading platforms. SEND IT!
Chapters:
00:00-00:42=Intro
00:43-9:37= Cotton to Paul Tudor Jones: Brad Giamio's Trading Floor Origin Story
09:38-19:39=From Bankruptcy Software to Quantitative Trading: Bruce Greig's Path to Q3
19:40-34:57=Q3's Organic Growth: From Family Funds to Advisor-Driven Strategies
34:58-47:42=Systematic Investing Unveiled: Q3's Quantitative Model Philosophy
47:43-01:03:16= Q3's Fund Evolution: From SMAs to Mutual Funds and ETFs
01:03:17-01:09:47= Eddie Murphy & Trading Floor Memories: The Concentric Circles of Market Information
RCM Blog: The Definitive List of the Best Investing Movies
Follow along on LinkedIn with Bruce & Brad and be sure to check out Q3's website https://www.q3tactical.com/ for more information!
Don't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-up for our blog digest.
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visitwww.rcmalternatives.com/disclaimer
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