Since 2024
Strategic Trading
Controlled Returns
A Switzerland-based proprietary trading company specializing in futures and options strategies designed to manage risk and deliver sustainable returns.
About Us
Our Vision
Ocarrat Investments, founded in 2024, is a Switzerland-based proprietary trading company specializing in futures and options strategies. We focus on developing and managing structured sets of trading strategies designed to control risk, protect capital, and generate sustainable returns under varying market conditions.
Our Mission
We believe that the future of trading lies not in isolated strategies, but in interconnected strategy chains that dynamically adapt to market flow. This approach allows us to operate independently of extremely fast execution or short-term signals, focusing instead on balanced risk control and consistent profit potential.
Core Principles
Discipline & Predictability
Every position has a clearly defined entry, exit, and profit target.
Risk Transparency
Maximum loss is known in advance with active hedging protection.
Time Leverage
Long-term puts create time to safely manage positions.
Adaptability
Averaging and scaling follow market behavior, not emotions.
Our Approach
Strategy Set
Our strategy set consists of two complementary strategies designed to work in balance. Depending on market behavior, they work together to maintain controlled risk levels, protect capital, and achieve consistent profits.
The Opening Strategy
Shows strong performance under most market conditions – including strong uptrends, slow growth, sideways movements, and slight declines. This is our primary profit-generating strategy.
The Protection Strategy
Activates during significant market downturns. Derived from the first strategy, it focuses primarily on capital preservation when the market experiences stronger declines.
Performance Across Market Conditions
Upward Markets
The long index future gains value while options decay over time, generating steady weekly profits.
Sideways Markets
Option time decay contributes to profit while positions remain stable near entry price.
Declining Markets
Long-term puts gain value to offset losses, with strategic averaging to lower entry price.
Extended Downtrends
Protection strategy activates with hedging and tactical calls to accelerate recovery.
Our Partners
We execute all our trading strategies through Interactive Brokers, a leading global brokerage platform known for its reliability and professional-grade trading infrastructure.
This website and our Option Futures Graph app are built and powered by Lovable — an AI-driven development platform that enables us to rapidly create and iterate on high-quality digital products.
Leadership
Management & Team
Our leadership combines deep financial expertise with entrepreneurial vision and technical innovation.
Tomas Polakovic
Co-Founder
Tomas studied Economics and Computer Science and has extensive professional experience in insurance and real estate. He combines analytical thinking with an entrepreneurial spirit and a keen interest in building innovative business concepts.
Viliam Ciz
Co-Founder
Viliam holds a degree in International Business with a focus on International Finance and Production Management. With years of experience as a Business Analyst in insurance, banking, and logistics, he combines strong analytical thinking with a practical understanding of business processes and strategy.
Our Side Products
Option Futures Graph
Visualize and analyze futures indexes and futures options with our advanced strategy visualization tool. Powered by Lovable, this app provides insights into trading positions and potential outcomes.
- Strategy visualization for futures indexes
- Options graph analysis
- Position management and tracking
- P/L scenario modeling
Trading Statistics Reporting
Track your trading performance with a powerful analytics dashboard. Powered by Lovable, this tool provides weekly, monthly and yearly performance overviews with all the key metrics you need to stay disciplined and improve.
- Performance overview with key KPIs
- Weekly, monthly & yearly analytics
- P&L tracking vs targets
- Plan adherence & discipline metrics
Get in Touch