The intelligent solution for your portfolio!
„One can not achieve above-average returns, if one does not act differently than the majority.“
Sir John Templeton
Artificial Intelligence
Data Mining
Text Mining
The Philosophy
Artificial intelligence, machine learning, data mining and text mining provide significantly more accurate forecasts for the capital markets and open up higher return opportunities with significantly reduced risk at the same time.
After more than 15 years of research, we have succeeded in using this technology successfully for your assets.
The philosophy of our implementation:
Long Only – Cash / Equity and of course no leverage and no use of derivative instruments. Purely data-driven strategies based on scientifically sound methods.
The goal of „Globallytics Fund No. 1“
The fund’s strategy is based on artificial intelligence and a fully digital selection of a global investment universe. In doing so, companies that achieve above-average performance are specifically filtered out.
The concept
Challenge: Continuous adaptation of the model to the volatile capital market.
In contrast to other funds, Globallytics is managed very actively. Each year, up to 2,000 purchases and sales of selected securities take place. In addition, the fund is not restricted to sectors or countries, but invests worldwide in attractive stocks.
What is so unique about this concept is, that neither fundamental nor chart technical aspects play a role in the selection of the fund. It is the first fund in the world to automatically issue buy and sell recommendations for a portfolio of over 600 equities via the analysis of corporate news from a wide range of providers. The intensive analysis and further development is permanently accompanied. With the application of these scientific and market-optimized methods, the complete exploitation of market potentials is achieved.
How it works
1. news
5. implementation
2. data collection
4. recommendation
3. data / text mining
How it works
1. news
2. data collection
3. data / text mining
4. recommendation
5. implementation
In practice
Example of a company report
A lot of news this morning related to automobiles and mobility. Uber revealed that it intends to go public at a valuation that’s considerably less than what many analysts had expected, but automaker Ford Motor issued a financial report that showed how the company has stepped on the gas to start 2019.
Technical processing and analysis
…but automaker Ford Motor issued a financial report that showed how the company has stepped on the gas to start 2019.
Result
Purchase of Ford shares
Holding period < 1 week
Performance 5.35%
The Team
Christian Sammet
Initiator
Capital markets, fund management, portfolio management and trading
Valentin Häußer
Head of development
Responsible for analysis and head of development
Dr. Sven Schmeier
Head of artificial intelligence
Head of AI and Chief Engineer of the German Research Center for Artificial Intelligence
Years of experience
Years of development
Transactions per year
The Path
January 2004
Method for automatically classifying a text by a computer system (Number 10210553,German Patent Office)
The idea
Evaluation of different procedures for the prognosis of share price developments
The challenge
Continuous adaptation of the model to the volatile capital market
Development
Many years of further development and well-founded tests based on existing capital market data
Goal: August 2019
Application of a fund „Globallytics Fund No. 1“
Test
Execution of successful tests, e.g. Machine Learning System
Test
Execution of successful tests, e.g. Machine Learning System
Goal: August 2019
Application of a fund „Globallytics Fund No. 1“
Ready to be a part of it?
Market enviroment
Future results may be both higher and lower. Commissions and costs are not taken into account when the value development is calculated. The investment opportunities are offset by corresponding risks; past investment results are no guarantee of future performance. The sole binding basis for the acquisition of the Fund is the relevant key investor information and the Sales Prospectus. Period of development presented since start.
Opportunities and risks
- Opportunities for price increases through investment in shares.
- The chance of an AI-based solution lies in the detection of the smallest signs of price changes, which are statistically confirmed by machine learning.
- Risk limitation through short-term holding period of the individual securities, little to no trades in negative macroeconomic market conditions.
- Objective assessment and evaluation through tested, scientific methodology.
- Great advantages over classical value assurance systems, as these have lost a large part of their functionality due to high volatility due to political influences.
- Triple protection by combining various strategies: Machine Learning, Up-To-Date Evaluations and the experience of Wealthgate specialists.
- Fluctuations in the capital markets can have a negative impact on the value of the fund price.
- Individual companies can deteriorate their solvency even in the very short term, which can lead to price declines or defaults.
- Statistical models are also subject to fluctuations, so that price losses can lead to declines in the unit price of the fund.
- Technical risks:
- Server has a failure at the time of final processing and purchases cannot be executed.
- The news portal has technical problems and we receive only part or no news.
- Failure of the mail server and the purchases come too late to the broker.
Key figures
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Contact
Christian Sammet
CEO of Wealthgate GmbH
Address
Marienstraße 27
70178 Stuttgart
Contact data
Fon: 0711.96 000 150
E-Mail: cs@wealthgate.de
Web: www.wealthgate.de