MEGA · DERBY · OMEGA · THRIFT · TRAVEL · PHASE • Proprietary • Rule-based • Concentrated
AlphaCo Systematic Strategies are fully rule-based and mechanical, with no discretionary decisions, leverage, or market timing. Holdings are equally weighted and rebalanced semi-annually (or annually for THRIFT) on May 31 and December 31.
The MEGA strategy systematically selects quality companies by market capitalization to create a concentrated portfolio of elite mega-cap companies. It provides disciplined exposure to market leaders while mitigating benchmark concentration risk.
The DERBY strategy is a proprietary high-beta growth approach that captures efficient high-volatility opportunities to deliver outsized returns in a systematic, repeatable manner.
The OMEGA strategy invests in elite large-cap companies selected for sustainable earnings growth, attractive relative valuations, and a strong commitment to shareholder distributions.
A disciplined, rules-based income strategy focused on harvesting dividend income with maximum efficiency and low turnover. THRIFT focuses on high-quality yield-rich companies for stable income and reduced volatility.
TRAVEL represents a proprietary suite of thematic strategies developed by AlphaCo. The strategy family targets international markets and companies, seeking to capture investment exposure tied directly to the competitive advantages inherent in specific countries.
PHASE is AlphaCo’s proprietary customized thematic strategy family designed for investors seeking to benefit from specific macro economic trends or macro investment theme.
MEGA · DERBY · OMEGA · THRIFT · TRAVEL · PHASE • 專利 • 規則基礎 • 集中型
AlphaCo Systematic Strategies 是完全規則基礎與機械式的策略，無自由裁量決定、無槓桿、無市場時機操作。持股等權重，並於每年5月31日及12月31日進行半年度再平衡（THRIFT 為年度再平衡）。
MEGA 策略系統性地選擇具品質的公司（依市值），構成精英巨型股集中組合。它提供對市場領導者的紀律性暴露，同時減輕基準集中風險。
DERBY 策略是專利高貝塔成長方法，捕捉高效高波動機會，以系統化、可重複的方式提供超額報酬。
OMEGA 策略投資於精英大型股公司，精選具可持續盈餘成長、吸引人相對估值及強勁股東分紅承諾的公司。
一種紀律嚴明的規則基礎收益策略，專注以最高效率收取股息收入並維持低週轉率。THRIFT 專注於高品質、高收益的公司，以提供穩定收益並降低波動性。
TRAVEL 是 AlphaCo 開發的專利主題策略組合。該策略家族針對國際市場及公司，旨在捕捉直接與特定國家競爭優勢相關的投資暴露。
PHASE 是 AlphaCo 專利的客製化主題策略家族，專為希望從特定宏觀經濟趨勢或宏觀投資主題中獲益的投資者設計。