AI-Enabled Investment Solutions for Long-Term Value

At the core of our investment philosophy lies three fundamental principles, honed through
decades of research, innovation, and practical application. With an AI-driven, systematic
approach, we deliver sustainable, long-term value for our investors.

Core Investment Principles

AI-Enhanced Fundamental Investing

We integrate advanced economic theory with AI-powered data analytics to generate
repeatable, long-term investment results.

Systematic & Adaptive Strategy

Our disciplined investment process, built over 19 years, follows a continuous cycle of
design, refine, test, and optimize—now enhanced with AI and machine learning to improve
efficiency.

Precision-Driven Portfolio Design

From portfolio construction to risk management and trading execution, we combine
quantitative and qualitative insights with AI-driven precision, ensuring every investment
decision is optimized for maximum value.

Equity Strategies

For over 19 years, we have specialized in constructing high-performing, risk-controlled
equity portfolios. Our AI-powered systematic approach extends across various strategies to
address diverse investor needs.

• Single-Style Strategies – Targeted exposure to specific investment styles, including AI-
  enhanced defensive, momentum, and value strategies.
• Multi-Style Strategies – Harnesses AI to optimize multi-factor diversification and
  enhance return potential.
• Enhanced Strategies – A cutting-edge blend of proprietary AI-driven signals and
  established research, designed to consistently outperform market benchmarks.
• Relaxed Constraint Strategies (130/30) – AI-powered, long-short strategies that expand
  beyond traditional constraints, enabling greater portfolio flexibility.
• 3-Alpha Strategies – Integrates AI-driven country and currency models, unlocking new
  sources of alpha.

AI-Powered Alternative Investments

With a proven track record in alternative strategies, we offer AI-enhanced solutions that
mitigate traditional market exposure while unlocking new return streams.

Absolute Return Strategies

• Equity Market Neutral – A multi-factor AI-driven market-neutral strategy, designed
  for consistent returns independent of market conditions.
• Global Macro AI – Uses deep data analytics and macroeconomic insights to
  optimize investments across major asset classes worldwide.
• Managed Futures AI – Systematically detects and captures price trends across
  traditional and alternative assets.
• Opportunistic AI – Identifies high-value investment opportunities by integrating AI-
  powered deep learning with expert qualitative assessments.
• Real Return AI – A dynamic, inflation-hedging strategy incorporating a diverse mix
  of real assets and alternative risk premia.
• Style Premia AI – Extracts return premia from well-established factors such as
  value, momentum, carry, and defensive strategies across global markets.

Total Return Solutions

Our multi-strategy AI investment framework enhances portfolio diversification while
maximizing risk-adjusted returns.

• Apex AI – A cutting-edge alternative strategy that dynamically adjusts allocations based
  on real-time AI insights.
• Diversified Growth AI – Redefining traditional diversified strategies by incorporating
  alternative risk premia, AI-driven alpha, and market risk.
• Long-Short Equity AI – A data-driven, long-short equity strategy utilizing our most
  comprehensive global stock selection models.
• Multi-Asset AI – Designed to balance risk dynamically across global asset classes,
  ensuring broad diversification with an AI-optimized allocation process.
• Multi-Strategy AI – A next-gen all-in-one alternative investment approach, integrating
  multiple strategies for enhanced returns.

Our AI-enhanced strategies are available through a variety of investment vehicles,
catering to institutional and high-net-worth investors worldwide.

• Private Funds
• Separate Managed Accounts
• Collective Investment Trusts
• Offshore Limited Partnerships & UCITS Funds

Why Choose Our AI-Enabled Investment Solutions?

• Proven Track Record – 19+ years of expertise in systematic investing.
• AI-Driven Edge – Enhancing every aspect of investment selection, risk management,
  and execution.
• Customizable Solutions – Tailored investment strategies aligned with client objectives.
• Sustainability Focus – Integrating ESG principles for responsible investing.

Strategies