# Dated. Public. Graded. Misses first.

A hiring CIO does not need another opinion. He needs evidence: what I said, when I said it, at what level, and what happened. This page is that, and it gets a new line every quarter.

## The seat

- **Alpha Loop Capital.** Founder and CIO. SMID-cap long/short equity with an options overlay and an event-driven sleeve. Philadelphia. Fund launched June 02, 2025.
- **Performance.** Monthly and quarterly figures, risk statistics, and the partner letters are available to allocators on request.
- **Before Alpha Loop.** COO and Co-Portfolio Manager, Teramo Advisors, on the Equable Shares Hedged Equity Fund alongside Ron Santella. Led investment and capital raising at Naples Technology Ventures. Equity research at Emerald Asset Management.
- **Coverage.** Hedge Fund Alert, November 19, 2025: L/S Equity Shop Plots $15M Fundraise. Business Wire, October 16, 2024: Alpha Loop Capital Announces Firm Launch.

## Public calls

- **Blade Air Mobility (BLDE)** - Mar 27 and May 14, 2024. Long. "The price is wrong." Blade sold its passenger business to Joby Aviation for up to $125.00mm; announced Aug 04, 2025, closed Aug 29, 2025. The remainder trades as Strata Critical Medical (SRTA). **Right.** https://tomhogan.io/p/the-price-is-still-wrong-blade
- **Enovix (ENVX)** - Mar 15, May 02 and Jul 01, 2024. Long. ENVX traded near $3.20 on Aug 18, 2026, after the CEO resigned on Aug 13, 2026. Below every 2024 print. **Wrong, so far.** https://tomhogan.io/p/making-the-case-for-enovix

One right, one wrong. Wrongness is content; the next Scorecard grades every call made since June 2026.

## What I have built

- **LoopSeek AI.** Relationship-intelligence platform. MVP 0.5 live May 2026: extraction pipeline, scoring engine, graph construction, semantic search. Built as the answer to the placement-agent industry.
- **The voice corpus.** Every published and unpublished piece, chunked and embedded into Supabase pgvector, retrieved live by register before drafting. The reason this publication came back.
- **Cognitive Architecture v2.0.** A written operating standard for how analysis gets assembled, falsified, and re-checked before it ships. Seven pillars. Runs on every position and every essay.
- **LSIS white paper.** The LoopSeek Incentive System. Conceptual mathematics for more accurate model output with less context. In review.
- **Trading scaffold.** Python, ib_insync, Interactive Brokers. The plumbing under the desk.

## Standing

Writing samples are the archive. Reach me on X, or reply to any Hoags email.

Dear Partners: https://tomhogan.io/dear-partners