Overview — AlphaCo Capital

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 on May 31 and December 31.

MEGA Strategy (target 6–20 stocks)

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.

DERBY Strategy (target 5 stocks)

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.

OMEGA Strategy (target 10 stocks)

The OMEGA strategy invests in ten elite large-cap companies selected for sustainable earnings growth, attractive relative valuations, and a strong commitment to shareholder distributions.

            All portfolio construction methodologies are proprietary and confidential to AlphaCo Capital.
        

This document is for informational purposes only and does not constitute investment advice. All investment strategies involve risk of loss, including the possible loss of principal. Past performance is not indicative of future results.

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。

MEGA 策略（目標 6–20 隻股票）

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（目標 5 隻股票）

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（目標 10 隻股票）

OMEGA 策略投資於十家精英大型股公司，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。

所有組合構築方法為 AlphaCo Capital 的專有及保密資訊。

本文件僅供參考用途，並不構成投資建議。所有投資策略均涉及虧損風險，包括可能損失本金。過去表現並不代表未來結果。