Overview

Simplicity Investment is a Global Fundamental L/S Equity Fund. Our strategy is enhanced by an industry cutting-edge AI investment model that we built in house. We belives in growth investing, and our approach is a combination of top-down and bottom-up analysis. We use quantitative approach to manage risks, accelerate our research process, and enhance our returns.

 

Growth Investing

Quality biased. We believe long-term stock performance comes from earnings growth. We follow businesses with strong moat, and we invest in the ones whose key stock drivers are getting better over the next few quarters. We also invest in opportunities where there is a significant change in fundamentals.

 

Macro Awareness

We believe investors cannot ignore macro when managing risks. We use quantitative/qualitative framework to evaluate macro cycles. We also quantify the key risk factor exposures of our portfolio. Our beta timing contributed around 30% of our past alpha generation.

 

Cutting edge AI Investment Team

We have built an in-house AI investment team to co-manage our fund. We trained our AI model using our past trade and research data. The AI team includes multiple agents, such as PM, APM, Director of Reserch, Research Analyst, Marco Analyst, Sentiment Analyst, Risk Manager, Trade Data Analyst, etc., so it can run the entire investment processes from idea generation, reserach, decisions, and risk control.

 

Top-tier Team Back Ground

Our team graduated from top tier universities in the USA. We have obtained a deep understanding of the global euqity market. We also built strong resources and network connections in the industry. We use a rigorous, research-driven investment process to identify the best investment opportunities for our clients.