Identification
Identify the global universe and define investment opportunities
We methodically select our investable universes and meticulously build, test and deploy algorithmic models to assist us in our decisions. We thus mix the power of data analysis and machine learning with our technology expertise
The EVOO Team believes in a world driven by innovation and data. Our product aim to offer our clients the best exposure to companies shaping the next technological revolution.
Data Driven Decisions Dashboard
We want our investors to understand our decision-making process. This is why we offer an interactive dashboard for clients to track the status of their investment and compare it to sectorial benchmarks. The dashboard includes:
- An easy access to the data used by our investment team.
- Portfolio analysis, graphs and charts.
- An overview of the basket allocation by industries, market capitalisations and countries.
Our Investment Process
Top Down Approach
Bottom Up
Top Down Approach
Macro Assessment
Focus on macroeconomic factors, such as industry environment and cycle
Deeper identification
Identify disruptive technologies and innovation in the specified market
Refine Opportunities
Deeper research and due diligence in the identified disruptive technologies
Seize Opportunities
Evaluation and selection of top opportunities
Bottom Up
Filter
Filter opportunities and focus on their impact on our portfolio
Screening
Selection of companies based on key chosen metrics
Focus
Focus on business by business, sector by sector fundamentals
Deep Understanding
Understand companies’ fundamentals and growth drivers
Risk and Portfolio Management
Measure market volatility to keep global portfolio volatility in check
We combine Top-Down and Bottom-Up approaches to have a complete and educated view on market opportunities
A highly selective process starting from the chosen initial universe:
Step 1
Step 2
Step 3
Step 4
Step 5
Steps 1
Initial universe focused on technology
Standard market screening to identify high growth technology companies
Approximately 2'200 stocks
Steps 2
Comprehensive Stock Selection
Filter selection on the desired universe
Approximately 150 stocks
Steps 3
Data-based selection
Machine learning selection based on datapoints such as earnings results, guidance, earnings call. Threshold based on the level of growth, margin, and profitability trends
Approximately 80 stocks
Steps 4
Allocation through algorithmic grading based on fundamentals
A tailor made scoring system based on key fundamentals allows us to determine the optimal allocation of every stock in the basket
Approximately 50 stocks
Steps 5
Final Basket Evoo Cloud Computing
Sweet spot selection of stocks where performance and volatility are optimised
15 to 34 stocks
Risk Assessment
Maximum Allocation
Our model continuously tracks every stock in our basket and allocates a maximum share per stock, depending on the product. If a stock reaches the threshold the position is trimmed, and the available allocation redistributed.
Ongoing Monitoring
We monitor algorithmically our universe with internal-coded scripts to capture any change in a company’s fundamentals which should lead to reducing or exiting a position. Every trade is approved and manually entered by our portfolio management team. Algorithms help us take our decisions, but we have the last word.
Risk Thesis
We leverage our macroeconomic analysis to monitor external risks such as: Technology Adoption, Competition, Regulatory, Environmental and Social changes.
Monthly Report & Web Access
Our investors receive monthly reports on the portfolio. Our Web interface also allows them to track a wide range of financial information and risk parameters of the AMC.