STOCK-PICKING METHODOLOGY
Propietary Strategies. Compounding Success.
Investment process operates as a well-oiled machine, embracing diversification and hedging against market downturns.
Propietary Strategies
100% strategies developed in-house through extensive market and event analysis.
Types of events covered include: capital raises, M&A, analyst estimates, short reports, insider/fund investments, quarterly/annual results.
Types of events covered include: capital raises, M&A, analyst estimates, short reports, insider/fund investments, quarterly/annual results.
Compounding success
Long-term focus: no quick bucks.
Annually, 6,000 trades involving 1,000 stocks:
· 65% positive return (~3.9%).
· 35% negative return (~-3.7%).
Annually, 6,000 trades involving 1,000 stocks:
· 65% positive return (~3.9%).
· 35% negative return (~-3.7%).
Seamless repeatable process
There are continually corporate events to capitalize on.
This enables diversification, rendering them relatively sector-agnostic.
This enables diversification, rendering them relatively sector-agnostic.
Self-Hedging Strategies
During market downturns, tradable events rise, allowing the strategy to decorrelate from markets (correlation: 0.26, beta: 0.48)1.
In 2022, amid index losses of -25%, portfolio return surged to 2.16x.
In 2022, amid index losses of -25%, portfolio return surged to 2.16x.
Extended-Hours Trading
Heavily trading in both pre-market and after-market sessions, where most inefficiencies emerge.
Additionally, calendar inefficiencies are also captured, such as events committed months prior to their occurrence.
Additionally, calendar inefficiencies are also captured, such as events committed months prior to their occurrence.
Parcially Automated Strategies
The screener is automated, while order inputs are done manually, ensuring quick time-to-market.
Additionally, exclusively utilizing public information from professional data providers, including sources like the SEC2 and company websites.
Additionally, exclusively utilizing public information from professional data providers, including sources like the SEC2 and company websites.
1. Relative to Ishares Russell 2000 ETF; 2. U.S. Securities and Exchange Commission.
