Strategy & Approach

Innovative algorithmics approach

We methodically select our investable universe and meticulously build, test and deploy algorithmic models to assist us in our decisions. We thus bring the power of data analysis and machine learning to all of our financial products.

 

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

  • Interactive Dashboard for clients to track their investment and compare it to sectorial benchmarks.
  • Access to the data used by our investment team.
  • Portfolio analysis, graphs and charts.
  • Overview of basket allocation by industry, market cap and country.

Investment Process

Top Down

Bottom Up

Top Down

Identification

Identify the global universe and define investment opportunities

Macro Assessment

Focus on macroeconomic, environment and cycle

Deeper identification

Identify disruptive technologies and innovation on the market

Refine Opportunities

Deeper research in the identified disruptive technologies

Seize Opportunities

Evaluation and analysis

Bottom Up

Filter

Filter opportunities and focus on portfolio management

Screening

Selection of companies based on our identified key metrics

Focus

Focus on business by business, sector by sector fundamentals

Deep Understanding

Understand companies’ fundamentals

Risk and Portfolio Management

Adjust and react to market volatility

Combine Top-Down and Bottom-Up approaches to have a complete view on the market opportunities

A highly selective process starting from our initial universe:

Step 1

Step 2

Step 3

Step 4

Step 5

Steps 1

Initial universe focused on technology

Standard market screening to identify technology companies

2200 stocks

Approximately 2200 stocks

Steps 2

Competitive Cloud Stock Selection

Filter selection on the cloud computing and SaaS universe.

150 stocks

Approximately 150 stocks

Steps 3

Data and ruled based selection

Machine learning selection based on datapoints such as earning results, guidance, earnings call. Tailormade scoring system, based on fundamentals determining algorithmically the allocation of every stock in the basket. Threshold based among others on the level of growth, margin and profitability trends.

80 stocks

Approximately 80 stocks

Steps 4

Allocation through algorithmic grading based on fundamentals

Tailor made scoring system; base of fundamental allowing us to determine the allocation of every stock in the basket

50 stocks

Approximately 50 stocks

Steps 5

Final Basket Evoo Cloud Computing

Sweet spot algorithm picking of 15 to 20 stocks where the sharpe ratio is optimized

15 to 20 stocks

15 to 20 stocks

Risk Assessment

Maximum Allocation

Our model continuously tracks every stock in our basket and allocates a maximum position of 12.5% per stock. 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.

Thesis Risk

We leverage our macroeconomic analysis to monitor external risk such as : Technology Adoption, Competition, Regulatory, Environmental and Social.

Monthly Report & Web Access

Our investors receive monthly reports on the portfolio. Our Web interface also allows investors to track a wide-range of financial and risk parameters of the AMC.