About
Alouette Capital Management
Our Investment Approach
We focus on fundamental research in high-quality businesses that are innovative, high-growth, and disruptive. With the advent of large language models (LLMs), we believe that machine learning, in conjunction with human ingenuity, will largely displace slow-moving, archaic industries. In the near future, this type of human-machine symbiosis or augmented intelligence (AI) will enable unprecedented productivity gains and tremendous value creation in the economy, which we intend to capture.
The portfolio is allocated to 3-10 core holdings that meets our investment thesis. The porfolio manager aims to manage risk and navigate volatility by engaging in hedging strategies to mitigate market downturns or to take advantage of asymmetric upside opportunities.
- Year of inception
- 2023
- 1 Yr Performance
- 259%
- AUM
- $1.3 M
- Number of holdings
- 3
Our Team
Quan Zhu
Principal
Mr. Zhu serves as the portfolio manager. Prior to founding the firm, he worked as an engineer for the energy industry. He holds a Bsc. Degree in Mechanical Engineering from the University of Alberta.
Leon Lo
Advisor
Mr. Lo serves as an strategic advisor. He is the founder of PineFalls Capital, a venture capital firm specializing in consumer technology products. Prior to that, Mr. Lo invested in the consumer goods, food services and real-estate space.
Open Position
Equity Analyst
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