Investment Strategy

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At AlphaVision we prioritize the establishment of a robust IT infrastructure and AI algorithms to support our data-driven investment approach. This infrastructure is designed to handle large volumes of data with unwavering uptime and reliability, ensuring seamless operation even during peak trading hours. Additionally, we develop and integrate a cutting-edge data management platform, enabling efficient processing and storage of diverse data sets sourced from multiple channels. Our focus extends to building and integrating advanced analytical tools and models, including machine learning algorithms for predictive analytics and sentiment analysis, empowering us to extract valuable insights from complex data sets. Moreover, we place utmost importance on data security and privacy, implementing stringent measures to safeguard sensitive information and ensure compliance with financial regulations and ethical standards. Lastly, we establish continuous monitoring mechanisms to track the performance of our investment strategies and remain agile in response to evolving market dynamics, fostering a culture of continuous learning and refinement over time. 

• Short Data: Identify short selling trends and potential short recovering opportunities by aggregating short interest/volume data.
• Stock Profile Data: Gather comprehensive information on stocks, including financial health, performance metrics, and industry positioning.
• Social Data Collection: Monitor social media and news outlets for sentiment and trends affecting stock prices using natural language processing algorithms.

•  Develop user-friendly dashboards providing real-time and historical market data, sentiment analysis, and investment opportunities. 

• Conduct thorough research into companies' financial health, governance, competitive position, and sector trends.
• Ensure regulatory compliance and legal checks are conducted for all potential investments.

• Utilize models to determine optimal distribution of equity investments across different sectors and stocks to maximize returns while managing risk.
• Regularly review and adjust the investment portfolio based on performance analysis, market conditions, and changes in company fundamentals or sector outlooks.

• Automate monitoring and analysis of SEC filings for all stocks within the portfolio or watchlist, including 10-Ks, 10-Qs, 8-Ks, insider trading reports, and corporate events.
• Stay updated on regulatory changes and their potential impact on investment strategies by analyzing SEC reports and other regulatory announcements.