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
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
The DERBY strategy is a proprietary high-beta growth approach that seeks to capture efficient high-volatility opportunities in a systematic, repeatable manner.
OMEGA
The OMEGA strategy invests in elite large-cap companies selected for sustainable earnings growth, attractive relative valuations, and a strong commitment to shareholder distributions.
THRIFT
THRIFT strategy selects companies for thrift characteristics — high dividend yields drawn from the highest-yielding defensive sectors, or low financial leverage combined with consistent Multi-year earnings growth.
THEMATIC
THEMATIC
Thematic strategies are designed and tailored for investors seeking to benefit from specific macro economic trends or macro investment theme.
OPTIONS OVERLAY
Digital Landlord
A structured options-selling approach that generates consistent monthly cash flow from the stock market—functioning like a rental property.
Defend & Pivot
A structured two-phase options overlay for high-conviction large-cap equity holdings. It is designed for investors who are cautious near-term but bullish long-term.