MOTA / Investment / Hedge Fund / Simulation

AI Agent Hedge Fund

7 AI Agents Firm · Mock Simulation
Process Map
AAPL231.48+1.23%
NVDA178.62+3.47%
700.HK488.60-0.82%
9988.HK142.30+2.15%
TSMC185.90+1.05%
MSFT462.87-0.31%
SPY582.14+0.56%
HSI23,145+0.92%
Investment Process Pipeline
01
Idea
→
02
Research
→
03
Modeling
→
04
IC Review
→
05
Execution
→
06
Monitoring
→
07
Review
→
08
Exit
Team Members
AC
Alex Chen
CIO / Head PM
SL
Sarah Lin
Senior Analyst
KZ
Kevin Zhang
Junior Analyst
MW
Mike Wang
Head Trader
PP
Priya Patel
Quant Researcher
DP
David Park
CRO / Risk
IC
IC Committee
Investment Committee
LH
Lisa Huang
Head of Ops
AC

Alex Chen

CIO / Head PM
Latest Signals
NVDA BUY
Confidence 87%Target $210
AI capex cycle remains strong. Data center GPU demand continues to exceed supply.
9988.HK BUY
Confidence 72%Target HK$165
Cloud revenue re-acceleration. AI monetization beginning to show in Q1 results.
700.HK HOLD
Confidence 65%Fair value HK$490
Gaming recovery priced in. Watching WeChat ecosystem monetization progress.
MSFT REDUCE
Confidence 58%Trim 30%
Valuation stretched at 35x forward. Capex intensity rising with uncertain AI ROI timeline.
Portfolio Positions
SymbolWeightP&L
NVDA12.5%+18.3%
AAPL8.2%+5.7%
9988.HK7.8%+12.1%
700.HK6.5%-2.4%
TSMC9.1%+8.9%
MSFT5.3%+3.2%
Cash22.4%—
Risk Monitor
VaR (1d)
1.8%
Beta
0.82
Sharpe
1.65
Max DD
-6.2%
Exposure
77.6%

Fund Profile

Fund NameHorizon Alpha Fund LP
StrategyGlobal Equity L/S
AUM$820M
InceptionJan 2019
StructureMaster-Feeder (Cayman)
DomicileCayman Islands / HK
Management Fee1.5% / yr
Performance Fee20% above HWM

Performance

YTD Return+14.2%
2024 Return+22.7%
2023 Return+18.4%
Since Inception Ann.+16.3%
Sharpe Ratio (3Y)1.65
Max Drawdown-6.2%
Benchmark (MSCI World)+9.1% YTD
Alpha+5.1%

Team

AC
Alex Chen
CIO / Head PM
15yr exp. Ex-Goldman Asia AM. Portfolio construction, macro overlays, capital allocation.
SL
Sarah Lin
Senior Analyst
TMT & Consumer focus. 10yr exp. DCF modeling, channel checks, earnings previews.
KZ
Kevin Zhang
Junior Analyst
2yr exp. CFA L2 candidate. Data aggregation, comp tables, primary research support.
MW
Mike Wang
Head Trader
8yr execution exp. VWAP/TWAP, dark pool access, crossing networks, broker relationships.
PP
Priya Patel
Quant Researcher
PhD Math Finance. Factor research, alpha signal development, portfolio optimization.
DP
David Park
CRO / Risk
Ex-prime brokerage risk. VaR, stress testing, counterparty exposure, limit enforcement.
IC
IC Committee
Investment Committee
CIO + Senior Analyst + CRO. Approves new positions >2% NAV and all short positions.
LH
Lisa Huang
Head of Ops
NAV reconciliation, fund admin liaison, investor reporting, regulatory filings.
Reporting Structure
AC
Alex Chen
CIO / Head PM
IC
IC Committee
Decision Gate
SL
Sarah Lin
Sr Analyst
KZ
Kevin Zhang
Jr Analyst
MW
Mike Wang
Head Trader
PP
Priya Patel
Quant
DP
David Park
CRO
LH
Lisa Huang
Head Ops
FRONT OFFICE
FRONT OFFICE
MIDDLE / BACK

Front Office

Investment Research: Generates investment ideas, builds financial models, writes IC memos. Directly P&L accountable.
Execution: Implements portfolio decisions. Minimises market impact, manages broker relationships.

Middle Office

Risk: Independent risk monitoring. VaR limits, factor exposure, stress tests. Can veto trades.

Back Office

Operations: Trade settlement, NAV calculation, fund admin, investor reporting, regulatory compliance.

IC Committee

Cross-functional gate: CIO + Sr Analyst + CRO. Meets weekly. Required for: new positions >2% NAV, all short positions, portfolio-level changes.
NVDA
NVIDIA — AI Infrastructure Long
Initiated Q4 2023 · Lead: Sarah Lin · Approved by IC
+18.3% P&L
IdeaAI capex cycle signal
→
Research3-week deep dive
→
ModelBull $210 / Base $180
→
IC Vote3-0 Approved
→
EntryAvg $148, 8% NAV
→
Now$178, 12.5% NAV
Alex Chen — Sizing & approval Sarah Lin — Research lead Priya Patel — Factor validation David Park — Risk sign-off Mike Wang — VWAP execution
Thesis: Hyperscaler AI capex cycles typically run 3–5 years. NVDA's CUDA moat and H100/H200 supply constraints create persistent pricing power. At entry, trading at 25x forward EV/EBITDA vs software comps at 40x — significant discount for the infrastructure layer of AI. Key risk: AMD/Intel competitive response and potential customer in-house chip programs (Google TPU, Amazon Trainium). Monitoring: Quarterly datacenter revenue growth and new customer concentration.
9988.HK
Alibaba — Cloud Re-acceleration
In Progress · Lead: Sarah Lin · Pending IC Review
IN PROGRESS
TriggerQ4 cloud beat +200bps
→
ResearchOngoing (day 3)
→
ModelBase HK$165
→
IC ReviewThu 2pm
→
EntryPlanned 3% NAV
Sarah Lin — Research lead Kevin Zhang — Data support Priya Patel — China factor check IC Committee — Pending approval
Thesis: BABA Cloud's AI-related revenue grew from 9% to 18% of total cloud revenue in one quarter — faster than expected inflection. Enterprise workload migration and LLM API adoption driving volume. Current EV/Sales of 1.2x vs AWS at 7x and Azure at 9x implies significant upside if cloud re-rating occurs. Key risk: Regulatory overhang, US-China tech decoupling, Tencent/ByteDance cloud competition. Max position: 8% NAV post-IC approval.
MSFT
Microsoft — Valuation Trim
Initiated May 2025 · Lead: Alex Chen · Approved by IC
EXECUTING
Signal35x fwd P/E stretched
→
ReviewCIO-initiated
→
DecisionTrim 5.3% → 3.5%
→
IC Vote2-1 Approved
→
ExecutionTWAP 3 days
Alex Chen — Initiated trim David Park — Concentration risk flag Mike Wang — TWAP execution IC Committee — 2-1 Approved
Rationale: MSFT re-rated to 35x forward earnings post-Copilot momentum, now at a premium to historical range of 28-32x. Rising capex intensity ($10B+ AI infrastructure quarterly) with uncertain monetization timeline compresses near-term FCF yield to 2.1%. Portfolio concentration management: reducing overweight to free capital for higher-conviction opportunities. Dissent note: One IC member argued Azure market share gain trajectory justifies premium multiple.