Machine Intelligence Opportunistic U.S. Equity

Approach

An AI-driven dynamic, active strategy that seeks to deliver idiosyncratic alpha without static factor or style biases. The investment process delivers a high conviction portfolio using the latest machine learning and AI techniques under a broader umbrella inclusive of human insights, traditional quant methods, and engineered financial ratios in a process we have coined "Machine Intelligence".

Key Benefits

Differentiated strategy that combines the depth & rigor of fundamental analysis with the breadth & scalability machine learning brings
Disciplined yet dynamic process that takes advantage of mispriced and overlooked stock opportunities and sidesteps human emotion
Robust risk management including active screens for negative events, controversies, crowding and ESG risks
Stable, experienced team dedicated to AI investing for over a decade
Aims to provide returns uncorrelated to most investment strategies

Performance

Performance data for this strategy is not available at this time.

Past performance does not guarantee future results.

Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.

The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.