GOOD MORNING, MARCUS

Systematic research, built for conviction.

Fourteen live strategies, three model portfolios, and this week's macro outlook are ready for you. Markets have been choppy into the CPI print — Atlas Carry and Meridian Trend both published position updates overnight.

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Research Library

Weekly outlooks, monthly reviews, macro and company research from the Legacy investment team.

Strategy Vault

Fourteen systematic programs spanning managed futures, global macro, volatility, equity and fixed income. Every strategy has a full research page — thesis, live performance, holdings and updates.

MANAGED FUTURES · SYSTEMATIC TREND

Meridian Trend Program

Investment thesis

Strategy specifications

Market conditions

Portfolio role

Equity Curve

Growth of $1,000 (net of fees)

Drawdown

Peak-to-trough %

Annual Returns

Positive

Negative

Monthly Returns

Gain

Loss

Risk metrics

Trade statistics

Current holdings / instruments

Data & Backtests

Portfolio Insights

Investment Themes

Educational videos

Downloads

Frequently asked questions

Model Portfolios

Diversified allocations that combine Legacy strategies into a single systematic mandate, mapped to an investor's risk profile and objective.

Market Briefings

Weekly video updates, monthly reviews, quarterly outlooks and the full webinar and education library.

Research Calendar

Economic releases, earnings, portfolio reviews and community events.

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Knowledge Base

The foundations of Legacy's approach — investment philosophy, portfolio construction and risk management, in plain language.

Resources

Whitepapers, portfolio guides, disclosures and client documents — everything downloadable in one place.

Updates

A single changelog for strategy updates, new research, platform changes and whitepaper releases.

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SEPARATE APPLICATION

Capital OS

Your live portfolio: holdings, performance, allocations and account-level analytics. Capital OS is Legacy's custom Python portfolio operating system — distinct from this research portal, and opens in its own window.

Holdings & positions

Real-time view of every position across your linked accounts, reconciled nightly against custodian records.

Performance tracking

Time-weighted and money-weighted returns, benchmarked against your model portfolio target.

Portfolio analytics

Exposure, factor and correlation breakdowns across every strategy you're allocated to.

Platform overview

Account syncNightly, 6:00 AM ET

Linked custodians3 accounts

Reporting currencyUSD

Access levelPrincipal

Community

Live sessions, announcements and direct lines to the Legacy research desk.

Discord

Legacy Client Community

1,842 members · live strategy chat, research desk Q&A, market open/close threads.

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Talk to the research desk

30-minute 1:1 portfolio strategy call with one of the Legacy team members.

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Manage profile identity metadata records linked to your portal configuration.

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Content Studio

Internal tools for managing everything clients see across the portal.

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