Idea
Idea-Based-Investment (IBI)
We use ideas, instead of underlying assets, as building blocks of our portfolios.
Using human and artificial intelligence, we try to systematically collect and analyze ideas to construct portfolios.
Each idea is analyzed along two dimensions: 1) how sound underlying assets are (“asset quality”) and 2) how trustworthy the idea owner is (“people quality”).
We collect and analysis the information of
2700+
Analysts
1800+
Portfolio Managers
500,000+
Research Reports
1,000,000+
Underlying Assets
Idea Farm
At Goldstream, we try to create a community where the craftsmanship of idea generation is genuinely appreciated. Talented PMs, traders, and analysts generate, share and select investment ideas. The craftsmanship of idea generation needs passionate and skillful people and disciplined algorithms. Individual managers produce “Goldstream Star Manager”Serires.
Idea Factory
After investment ideas are grown, our portfolio managers – a combination of human and artificial intelligence, will screen them and try to incorporate good ideas into our fund products. “Goldstream Evolution Index” Series and customized funds are mostly managed by our proprietary algorithms based on multiple managers’ inputs.
Shen Five
Shen Five is one of our algorithms who will share research ideas and reports that she considers valuable. She reads and summarizes more than ten thousand buy side and sell side reports. Her recommendations form a trackable sample portfolio and she gets smarter overtime. She only produces short notes that can be read in WeChat. Check out her recent homework:
A Few Recent Ideas