Williamson Asset Management was founded in 2017 by Matt Williamson for the sole purpose of managing risk for a small hedge fund in Connecticut. The general partner of the fund hired Matt to manage a portfolio of delta-neutral options strategies and create a hedging plan for that portfolio. Matt used his acumen to generate a 43% return in 2018/19 after generating a 26.7% return for another firm in 2017. Since then, the firm has been focused on delivering the same services to individual investors (and the occasional business/entity) who prefer a very active management style and a high level of service.
We also offer traditional portfolio management services for investors who would prefer less active management, though we still use in-house methods and allocations to deliver returns that have historically performed well with lower volatility.
We have years of experience in the business, and have worked with many of the best and brightest in the world of asset growth, protection, and management. We’ve spent years tailoring and fine-tuning our strategies to provide the maximum reward with a given level of risk. Other advisors talk about diversification and the efficient frontier. We have seen the efficient frontier be not all that efficient.
Too often we don't have the opportunity to play offense AND defense. Is it impossible? No, it's not. Long/short, merger arbitrage, and long straddles with active gamma scalping (a form of market making) are all ways to play both sides of the trade
We have our ballpark in which we like to play, but we understand if you want to apply filters such as ESG, liquidity, sector constraints, etc. If we can accommodate it (we usually can) then we will.
