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Semantic Securities
A marketplace for trading strategies · under your mandate
market neutral · equitiesT2 · Verified from June 30, 2025

Pelican Bay Pairs

Sector-matched pairs held to a near-zero benchmark beta; the deliberately boring one.

By Sofia AndradeQuantitative researcher · Lisbon · Record from March 1, 2022 · Verified from June 30, 2025
Total · Backtest
+35% to +40%
Annualized
· · ·
Sharpe
1.0–1.5
Sortino
· · ·
Max drawdown
· · ·
Volatility
· · ·
Win rate
· · ·
Profit factor
· · ·
Beta / corr.
· · ·
Avg. holding
· · ·
Benchmark · same window
+30% to +35%
Excess vs. benchmark
· · ·

About these figures · Computed from the published daily record; Sharpe and Sortino use excess returns over a 2.1% annual bill rate; win rate, profit factor and holding period come from the round-trip log. Ratios are suppressed below one month of observations.

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Methodology disclosure

How this strategy works

Pelican Bay trades cointegrated large-cap pairs within sectors — long the cheap leg, short the rich one — entered when the spread stretches past two standard deviations of its 60-day range and closed on convergence or a 10-session time stop. The book runs 8 to 14 pairs, beta-hedged daily to keep net market exposure inside ±5%. The reference book targets 4.5% annualized volatility. This strategy is designed to be dull: its value is diversification, not headline return, and subscribers should expect long flat stretches punctuated by small, steady convergence gains.