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Hampson Strategies

Convexity Without
Complexity

Independent research, strategy, and consulting. We build systems that reduce friction and clarify decisions — across trading, real estate, architecture, and logistics.

Latest Market Note

The Fourth Gate: Runtime Flexibility Splits the Data Center Asset Class

This archive has mapped the data center constraint stack in sequence. Power access as the first gate. Interconnection as the second. Water and cooling rights as the third. The market has priced gates one, two, and three with varying degrees of accuracy. It has not priced the fourth. Runtime flexibility is the fourth gate. And it is the one that splits the asset class.

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Capability Brief

CDLA Research Architecture

Constraint-Deliverability Lag Alpha. Standard systematic strategies find stress. CDLA finds what stress has not yet priced.

358 active weeks · 14 years · Sharpe 3.83–4.39 · Zero hard look-ahead violations · Architecturally complete

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