Systematic Investing
AlphaCo Systematic Strategies are fully rule-based and mechanical, with no discretionary decisions, leverage, or market timing. They are engineered to generate long-term outperformance relative to their respective benchmark indices.
All strategies draw on investment experience and established financial theories, with rules rigorously backtested using artificial intelligence. Portfolio construction methodologies are proprietary and confidential. Each strategy invests across three regional markets: the United States, Hong Kong, and China.
MEGA
MEGA Strategy
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
DERBY Strategy
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
OMEGA Strategy
The OMEGA strategy invests in elite large-cap companies selected for sustainable earnings growth, attractive relative valuations, and a strong commitment to shareholder distributions.
PHASE
PHASE Strategy
PHASE is AlphaCo’s proprietary customized thematic strategy family designed for investors seeking to benefit from specific macro economic trends or macro investment theme.
DIGITAL LANDLORD
Digital Landlord Strategy
A structured options-selling approach that generates consistent monthly cash flow from the stock market—functioning like a rental property, but without physical maintenance, tenant issues, or repair costs.
DEFEND & PIVOT
Defend & Pivot Strategy
A structured, two-phase options overlay for high-conviction large-cap equity holdings. It is designed for investors who are cautious near-term (expecting elevated volatility and a possible major correction over the next 12 months) but bullish long-term (anticipating a strong recovery thereafter).