We are the inventors
of Beta Transformation
Thesis
Beta Transformation converts any equity allocation into systematically higher return and risk efficiency. It transfers the positive effects of leveraged buyout capital structure management to the management of liquid equities.
Heritage
Supported by renowned incubators and insurance companies, neXDos was founded to develop the Beta Transformation process to market maturity.
Vision
Beta Transformation is disruptive and should become the standard in equity management for long-term investors:
Today's private equity privilege
belongs in every long-term equity portfolio.
Mission
We "democratize" the most important
sources of private equity performance
The outperformance of Private Equity is primarily attributable to its financial engineering. This is not about leverage per se, but about systematic capital structure management that increases participation in rare winning companies while capping the risk of loss in losing companies at the equity invested.
Research
The US equity risk premium
of the private equity industry
All constituents of the S&P 500® are beta-transformed. This is a passive, forecast-free and systematic transformation. The difference reveals a Beta Transformation premium that is only weakly correlated with the equity market.
Would you like to learn more? Would you like to examine the S&P 500® vintages or compare their performance against conventional PE funds? Curious about the European equity risk premium of the PE industry? You can discover this and much more in the neXDos Research Portal soon (for professional investors and eligible counterparties only).
Institutional solutions,
liquid accessibility
- We develop tailored solutions for institutional partners.
- Our public funds can be purchased in small volumes and can be traded daily.
- The funds differ in terms of the transformed equity universe and the targeted risk profile.
Their common objective is greater wealth creation by unlocking the key source of value in leveraged buyouts: Beta Transformation – in a fully liquid form.
neXDos US Buyout Style
Systematic selection of the companies best suited for Beta Transformation from the 1.500 largest US equities. Read more
neXDos US Buyout Style
Systematic selection of the companies best suited for Beta Transformation from the 1.500 largest US equities. Read more
Would you like to learn more about our funds? Would you like to examine their security selection or sector and factor profiles? Create your own interactive performance analyses? Study attribution analyses? Review the implementation of ESG requirements? You can find this and much more in the neXDos Fund Portal (for professional investors and eligible counterparties only).
1Share Class I (institutional). Minimum subscription: USD 200,000.
2Share Class R (retail). No minimum subscription.
3Share Class S (seed). No new subscriptions.
News
Well-founded research
with public engagement
Good work only comes into its own when it is shared. We are glad to see our ideas resonate in the media.Partners
About us
neXDos represents the
connection of worlds
Our name combines the Latin terms nexum (connection) and mundos (worlds), representing the connection between science, technology and capital markets. Our interdisciplinary team combines decades of experience from successful asset-management entrepreneurs who have demonstrably managed billions in assets and translated financial research into institutional investment processes, with leading experts in finance, machine learning, data science, mathematics and physics. Guided by a rigorous research culture, we create measurable, transparent and sustainable value.
As a founding initiator, Matthias is driven by the disruptive potential of neXDos. Witnessing the enthusiasm and amazement when the team presents its findings is, for him, the privilege of his role as business developer. At neXDos, you learn to think about the capital market differently. Seeing this way of thinking grow in the hands of so many young, capable and gifted people — that is a joy and an inspiration. Read more
As a partner and managing director at neXDos, Christian is responsible for product structuring, finance, and operations. He is driven by the goal of building the reliability required by discerning clients and investment strategies. In his personal life, he is a passionate mountaineer and family man. Read more
Hendrik works across portfolio management and research at neXDos, helping to shape the firm's investment strategies and put them into practice. What drives him is watching an idea become a product that earns its place in the portfolio. In his free time he enjoys endurance sports and travelling. Read more
Henry works in research, focusing on the mathematical foundations of the investment process. He builds models, runs simulations, and reads current publications to explore ideas for further strategy improvements. Personally, he is interested in physics and is currently training for a pilot's license. Read more
Karl-Wilhelm is responsible for the development and implementation of quantitative models and analytical tools across the entire development chain, from data preparation through signal generation to deployment in production systems. He studied mathematics at Ludwig Maximilian University of Munich and went on to earn his doctorate with a focus on model uncertainty. Read more
Matius and team builds the company's proprietary client portal. He brings a creative angle to the firm's quantitative work. He is an avid golfer in his free time. Read more
A human-capitalist ethos. Our success is created by people. Because we believe in genuine partnership, neXDos employees are entitled to half of the company's success under a transparent, non-discretionary framework.
Alignment of interests. This corporate culture creates an intrinsically motivated team that places the interests of our clients and key stakeholders unconditionally at the center.
Contact
Everything begins with
Your investment objectives
We are happy to share our thoughts, answer your questions and provide deeper insight into our investment approach. In a personal conversation, we take the time to better understand your interests and objectives. Use the contact form or request access to our proprietary client portal to learn more about our perspectives and strategies.