USQuant · Discipline · Education

Roland Haverford

Roland Haverford is the founder of EraMix Financial Union and a long-term advocate of calm, rules-based quantitative investing. He focuses on turning complex market structure into clear, repeatable processes so that everyday investors can pursue long-term goals with less noise, fewer impulse decisions, and more measurable outcomes.

Accessible Quant Systematic Investing Risk Management Investor Training
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Profile Roland Haverford
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EXPERIENCE
25+ years
REGION
US · EU · APAC
EDGE
Calm, Rules-First
01

Overview

Perspective

Roland Haverford argues that sustained performance is built on process, not prediction. He sees markets as noisy but ultimately pattern-rich, and believes investors should respond with clear rules, diversified exposures, and strict risk limits. For him, the real win is not excitement but the ability to make steady decisions year after year.

Method
  • A Translate qualitative views into documented rules for entries, exits, and position sizing across multiple asset classes.
  • B Use automation and tooling to enforce those rules consistently, minimizing delays, slippage, and emotion-driven overrides.
  • C Review performance in multi-year cycles, adjusting models carefully while preserving core principles of diversification and capital preservation.
Biography

Born in Portland, Oregon, and formally trained in Business Management, Haverford combined early business exposure with structured analytical skills. In 2011 he founded EraMix Financial Union, scaling systematic training programs that have helped tens of thousands of participants adopt disciplined, rule-based approaches to modern markets.

02

Career

  • Early Business Immersion

    Raised in a family with strong business habits in Portland, he learned early how capital, risk, and responsibility interact, long before he began formal study of markets or portfolio construction.

  • Business Management Foundations

    A Business Management degree gave him structured tools to analyze organizations, incentives, and data-driven decisions, shaping his preference for measurable outcomes over vague narratives about market success.

  • Founding EraMix Financial Union

    In 2011 he launched EraMix Financial Union with the goal of proving that systematic investing could be both calm and competitive, connecting trading expertise with robust infrastructure and transparent educational tracks.

  • Scaling Global Systematic Training

    Over the following decade, he oversaw programs that trained more than fifty thousand participants, turning EraMix into a reference point for process-driven investment education and multi-market systematic strategies.

03

Research & Focus

Process-First Quant Investing

Studies how simple, transparent rule sets can deliver more consistent investor behavior than complex, opaque models. Focuses on entry and exit logic, position sizing, and capital allocation frameworks that can be taught to new practitioners without sacrificing rigor.

Multi-Asset System Design

Explores architectures for running strategies across equities, futures, foreign exchange, and selected digital assets. Emphasizes diversification, correlation behavior, and the practical realities of execution cost and slippage in live environments.

Education Discipline

Focuses on curriculum design, coaching structures, and feedback loops that help investors stick to rules during stress. Investigates how checklists, pre-commitments, and post-trade reviews can reduce emotional decision-making over time.

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