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Recent Orders
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Activities
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Portfolio Rules & Constraints
The portfolio is governed by a strict Investment Policy Statement (IPS):
- Capital:
$100,000 USD notional capital - Universe:
U.S.-listed equities and ETFs + selected ADRs - Position limit:
Max 10% of portfolio per position - Cash minimum:
Min 10% cash at all times - Short selling:
Not permitted - Options Trading:
Level 3 options strategies permitted- Covered Calls
- Cash-Secured Puts
- Long Calls / Puts
- Spreads
- Covered Straddles
- Multi-leg Strategies
Investment Process & Governance
- Idea Generation by Analysts within a desk
- Desk Head Review and short approval note
- Investment Board Review (CIO and Portfolio Managers)
- Full Stock Proposal drafted for approved ideas
- Risk & Macro Review
- Final Approval & Execution
Roles & Permissions
What each role can do inside the Sophron® Analyst Portal. The matrix below mirrors the runtime gating — anything that's not ticked is rejected by the backend, not just hidden from the UI.
| Capability | Admin | Operations | PM | Risk | Macro | Analyst |
|---|---|---|---|---|---|---|
| Manage team members | ● | ● | — | — | — | — |
| Toggle admin status (superadmin only) | — | — | — | — | — | — |
| Schedule meetings | ● | ● | — | — | — | — |
| Post announcements | ● | ● | — | — | — | — |
| Create & assign action items | ● | ● | — | — | — | — |
| Manage portfolio (orders, positions) | ● | — | ● | — | — | — |
| Approve / reject proposals | ● | — | ● | — | — | — |
| Submit a proposal | ● | ● | ● | ● | ● | ● |
| Vote on a proposal | ● | ● | ● | ● | ● | ● |
| Comment on a proposal (Discussion) | ● | ● | ● | ● | ● | ● |
| Post pinned Risk Review comment | ● | — | — | ● | — | — |
| Post pinned Macro Review comment | ● | — | — | — | ● | — |
| Upload Risk reports | ● | — | — | ● | — | — |
| Upload Macro reports | ● | — | — | — | ● | — |
| Upload Admin / Quarterly reports | ● | — | — | — | — | — |
| Delete any comment | ● | — | — | — | — | — |
Legend: ● = allowed, — = not allowed. The "superadmin" (a single email) is the only one who can promote or demote admins; even other admins cannot toggle admin status.
Learning First, Performance Second
The primary objective is education through realistic decision-making. Success is measured by quality of research, risk awareness, written communication, and reflection on decisions — not just returns.
Industry Specialisation
Participants develop deep expertise by specialising in one or more sectors:
Reporting & Professional Output
The portfolio publishes quarterly reports covering portfolio composition, performance, investment decisions, risk context, and desk contributions. These reports form a professional track record participants can reference in academic and industry settings.