Inverteum Capital Reports 61% Total Return in 2025, Demonstrating Strength of Algorithmic Trading System
Inverteum Capital, a quantitative trading firm specializing in algorithmic equities trading, announced today that it delivered a 61% total return in 2025, significantly outperforming the S&P 500's 16% total return over the same period. The firm also reported that its trading volume exceeded USD $100 million in 2025, reflecting continued growth in its systematic, data-driven strategies.
Consistent Performance Across Market Regimes
Inverteum's 2025 results build on strong prior-year performance. In 2024, the firm generated a 40% total return, reinforcing a multi-year record of robust outcomes across varying market regimes. The firm attributes these results to its proprietary long-short algorithms, designed to identify repeatable market behaviors and manage risk dynamically.
"We are very proud of our algorithmic trading system, which helped us more than triple the returns of the S&P 500 in 2025," said Brian Chan, Chief Investment Officer of Inverteum Capital. "The performance reflects the advantages of our algorithms, which adjust based on conditions in the market. Specifically, volatility in 2025 stemming from the on-and-off nature of US tariff announcements presented numerous opportunities to generate returns by taking a long or short position at the right time."
The Advantage of Systematic Execution
Chan emphasized that Inverteum's strategies are designed around extensive historical research and systematic execution. "These strategies are designed to detect patterns from nearly two decades of market data, allowing the firm to profit in both bull and bear markets," he said. "Our algorithms execute far faster than humans and make decisions instantly and rationally."
According to Chan, speed and discipline are central to the firm's approach. Inverteum's system is designed to reduce behavioral bias and respond quickly to changes in market structure, liquidity, and volatility. "It is the reason why Inverteum has generated average annual returns of 59% since inception," Chan added.
Inverteum also noted that its 2025 performance compares favorably with results reported by other major investment firms. For instance, Bridgewater Associates delivered a 33% return in 2025.
Outlook for 2026
Looking ahead, Inverteum is balancing confidence in its process with caution about macro and political factors that could shape the year to come.
"Although 2025 results have been outstanding, we are cautious about 2026," Chan said. "2026 will be the fourth year of the current bull market that began in 2023. Also, 2026 is a midterm election year in the US. Since 1948, the S&P 500 has averaged about 4.6% returns in midterm election years, with positive performance only 58% of the time."
Chan added that Inverteum believes the firm is well-positioned for a more uncertain environment. "Fortunately, our strategies are designed to detect patterns from nearly two decades of market data, allowing the firm to deliver consistent returns regardless of market conditions."
Impact
Beyond investing, Inverteum continues to expand its philanthropic work through Kiva, the San Francisco, California-based nonprofit platform that provides capital to people around the world. Since October 2025, Inverteum has helped more than 2,000 individuals, groups, and businesses access capital to improve their lives, supporting entrepreneurship and community development in the Global South: https://www.kiva.org/lender/inverteum
About Inverteum Capital
Inverteum Capital is a quantitative trading firm that specializes in algorithmic trading of equities. The firm's proprietary algorithms are based on long-short strategies that have been backtested for two decades. Inverteum's mission is to deliver consistent, risk-adjusted returns by leveraging advanced data analytics techniques. With an average annual growth rate of 59% since inception, Inverteum has established itself as an outperformer in the algorithmic trading space. Learn more: https://www.inverteum.com/