Investing strategy, stock-picking with AI: Renee Yao on how fund works - Business Insider

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An ex-hedge fund quant researcher whose firm uses AI to pick stocks breaks down how her fast-moving strategy works- Presented by INGNews

That discrepancy breeds the danger for a correction — something that Yao's fund is always monitoring so that it can act fast in a chaotic market environment. An example of such drama was the Dow's 13.7% decline in March followed by its 11% gain in April.

"If you use the traditional quant investing methodology, which you basically train your models with historical data, your model is going to get lost, because those are very rare events," Yao said.were hit with poor performance in 2020. For example, Jim Simons' Renaissance Institutional Diversified Alpha fund was down 32% while Ray Dalio's Bridgewater Pure Alpha II fund declined 17% last year.

It does so by collecting the relevant data, cleaning the data, processing the data-generated forecasts, and then translating the forecasts into tradable targets, according to Yao. , it's a good tweet, it's a piece of good news so we think the Tesla stock will go up," she said. "So it's going to give a positive conviction to the Tesla stock."

She continued: "Then the algo will go ahead and incorporate that conviction into the risk constraint we have, and then translate that conviction into how many shares of Tesla we want to buy, and then sent the order to the market." With no human discretion in the stock selection process, the fund holds a diversified pool of about 1,000 stocks. Yao represents a new generation of quant hedge fund managers who are embracing artificial intelligence to harness the infinite possibilities in financial markets.

 

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Vlajournaliste ingnews Thanks Vicky, Super interesting: “'For example, the AI might say that today Elon Musk sent a tweet about Tesla, it's a good tweet, it's a piece of good news so we think the Tesla stock will go up,' she said. 'So it's going to give a positive conviction to the Tesla stock.'”

ingnews Hedge funds never really hedge, their very name is a total fraud.

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