Who we help
For hedge funds, fund managers and professional investors
Professional investors know that edge comes from process, not prediction. Alpesh’s work on quantitative and systematic methods is built on the same principle.
The challenges
- Turning research into rules that survive real markets, not just back-tests.
- Managing drawdowns and recovery times as well as returns.
- Using AI and new data in research without overfitting.
- Keeping discipline through long periods when a strategy lags.
How a disciplined process helps
Factor research and robustness
Value, profitability, momentum and low-downside-risk factors have long records, but each has had painful periods. Combining factors that work at different times, and testing them across markets, is central to the approach.
Our guide to what works in investing sets out the research.
Risk first
Drawdown limits, position sizing and correlation matter as much as signal quality. Risk-adjusted measures such as Sortino and Calmar help compare strategies on what investors actually experience.
Our article on risk ratios goes into detail.
AI-assisted research
AI tools can speed up research, screening and testing, but they also make it easier to fool yourself. A structured method for prompts, verification and out-of-sample testing keeps them useful.
Our article on using ChatGPT for investing shows practical examples.
Where to start
- Guide: What works in investingThe research behind a factor-based, rules-driven approach.
- Sharpe vs Sortino vs CalmarWhich risk measure to use.
- How to use ChatGPT for investingPrompts that actually help.
- How to test a famous investor’s tradeA process for checking an idea before you follow it.
Questions people ask
Is this for retail or professional investors?
The principles apply to both. This page describes education, research discussion and speaking for professionals.
Do you offer investment management here?
No. This website provides education and research tools only.
Can Alpesh speak at our conference or desk?
Yes. Book a call to discuss.
Important: this page is education and information only. It is not financial advice or a personal recommendation, and it does not take your circumstances into account. The value of investments and pensions can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable indicator of future results. If you are unsure what is right for you, speak to a regulated financial adviser.