AI in Asset Management and Rebellion Research

TL;DR

Rebellion Research's AI-driven global equity strategy has consistently outperformed the S&P 500 over 14 years, demonstrating the effectiveness of machine learning in asset management and exploring strategic expansion opportunities.

Contribution

The paper presents Rebellion Research's successful application of AI and machine learning in asset management, highlighting its performance and potential for strategic diversification.

Findings

AI strategy returned +6.8% gross in 2021

Outperformed S&P 500 for 14 years

Global research coverage in over 50 countries

Abstract

On October 30th, 2021, Rebellion Research's CEO announced in a Q3 2021 Letter to Investors that Rebellion's AI Global Equity strategy returned +6.8% gross for the first three quarters of 2021. "It's no surprise", Alex told us, "Our Machine Learning global strategy has a history of outperforming the S&P 500 for 14 years". In 2021, Rebellion's brokerage accounts can be opened in over 70 countries, and Rebellion's research covers over 50 countries. Besides being an AI asset management company, Rebellion also defines itself as a top-tier, global machine learning think tank. Alex planned to build a Rebellion ML & AI ecosystem. Should Rebellion stay in the asset management area or jump into other areas? How could the Rebellion strategically move towards a more broad area? What were Rebellion's new or alternative business models?