Learn about EnvisionX Capital's Approach
A Tech-Centric, Proprietary Approach to Investing
For investors seeking more than the usual cookie-cutter products, our strategy offers a powerful blend of fundamental research and data-driven quantitative models.
Experience a smarter, more responsive approach to investing—grounded in rigorous analysis and powered by intelligent technology.
Is Your Porfolio Ready for All Possibilities?
The Investment Obstacles
Not implementing investment strategies that take into account all the possibilities of market gains and losses isn’t a comprehensive approach.
Your portfolio should be built to maximize gains in periods of strong performance while minimizing losses during downturns.
So how do we do that?
Our Management Philosophy
We actively manage diversified long-short portfolios in the U.S. stock market.
Utilizing thorough fundamental analysis along with proprietary data-driven models to identify optimal entry and exit points, we craft a long-short portfolio encompassing U.S. stocks, ETFs, and options.
This approach aims to yield superior total returns for our valued clients. Allow us to assist you in attaining your financial objectives.
Our Experience
Leveraging a blend of macro-economic analysis, fundamental analysis, and quantitative signals to navigate diverse market landscapes, our founder, Helen Zha, Ph.D., has amassed over 25 years of experience. Throughout this period, she has adeptly steered and capitalized on multiple economic cycles in global markets.
Owning a Chartered Financial Analyst (CFA) designation, Ms. Zha has been immersed in the asset management field since 1997, serving as an investment analyst and portfolio manager at prominent institutions such as a mutual fund (American Century), a large institutional asset manager (BlackRock), and a hedge fund (Menta Capital).
The Pillars of Our Approach
Fundamental + Quantitative Approach
- In-depth analysis to select high-potential stocks.
- Proprietary models pinpoint optimal entry and exit points for equities, ETFs, and indices.
Dynamic Portfolio Management
- Actively manage a long-short portfolio of over 100 U.S. stocks, with selective use of ETFs and options.
- Adjust allocations in real-time using proven market timing models.
Market Timing
- Maintain full exposure during anticipated rallies.
- Reduce risk during downturns by raising cash, shorting, and utilizing protective puts.
Risk Profile
- Overall volatility in line with the S&P 500, but with proactive measures to mitigate downside.
Our Difference From Other Money Mangers
Investment Edge
Our advanced education and extensive work experience in science and technology provide us with a distinctive advantage in the analysis of technology stocks
Through advanced training in physics research, we have acquired in-depth background knowledge in sectors such as semiconductor, computer hardware, clean energy industries, and more.
Our expertise in mathematics and theoretical physics, quantitative financial market modeling, and computer programming not only enables us to create sophisticated AI models for stocks, but also to conduct comprehensive fundamental analyses of software, AI, and IT consulting companies.
Proprietary Market Timing Models
Combining economic, fundamental, and technical indicators, we’ve crafted proprietary quantitative market timing models to identify optimal entry and exit points for stocks, ETFs, and the overall market.
Our goal is to maximize market exposure during rallies and minimize it during declines.
How We Approach Client Service
EnvisionX Capital, LLC is a Registered Investment Advisor (RIA) committed to surpassing client expectations. We manage both individual and institutional portfolios with a profound fiduciary duty, placing a premium on transparency and client autonomy.
Through regular performance reviews, and flexible redemption options – including the ability to access cash with just one week’s notice – we empower our clients to actively shape their investment journey.
Get in Touch with Us Today
Contacting EnvisionX Capital opens the door to expert investment management services tailored to your needs. Reach out to discover how we can help you achieve your financial goals.