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Alpha Blue Capital
Fundamental Research & Value-Focused Investment Management | Dynamic Active Multi-Factor Equity Investing | V•F•Q•M | Alpha Blue, LLC (“Alpha Blue”)...
Alpha Blue Capital
Fundamental Research & Value-Focused Investment Management | Dynamic Active Multi-Factor Equity Investing | V•F•Q•M | Alpha Blue, LLC (“Alpha Blue”) provides Fundamental Research & Value-Focused Investment Management with a 30+ year distinctive and successful approach firmly based on a disciplined Philosophy, Process & Strategies. The Alpha Blue Capital Partnerships focus on “4-Levels” of dynamic multi-factor fundamental bottom-up security selection and portfolio characteristics with attractive Valuation, sound Fundamentals, Quality and positive business Momentum (V•F•Q•M)
General information
Firm type
Asset Manager
Year founded
2016
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
Joonhyuk Lee
Chief Investment Officer & Co-Founder
Gene H. Lee
Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Alpha Blue Capital?
Investment decisions are driven by a systematic model developed under CIO and Co-Founder Joonhyuk Lee, whose prior experience includes cross-asset quantitative strategy at Goldman Sachs. The process removes individual discretionary stock-picking, with portfolio managers overseeing model performance, risk budgets, and signal research priorities rather than making single-name buy or sell calls.
Is the firm's strategy discretionary or purely systematic?
Alpha Blue Capital operates a purely systematic strategy. Human judgment is applied solely to research design, data acquisition, and model governance. Day-to-day portfolio construction and trade execution are automated by the proprietary machine-learning system.
Does Alpha Blue Capital manage private equity or venture capital allocations?
No. Despite its San Francisco location and a name that could imply venture investing, the firm exclusively manages liquid public equities. Its only known strategy is a long-only systematic equity fund.
What investment sectors does the strategy typically cover?
The systematic model draws from a broad universe across sectors including technology, healthcare, and consumer equities. The data-driven approach does not pre-commit to thematic or sector concentrations; exposures shift based on the model's continuous analysis of fundamentals and alternative data signals.
How does the firm use machine learning in its process?
Machine learning is central to both signal generation and portfolio construction at Alpha Blue Capital. The firm applies ML techniques to structured financial data and unstructured alternative datasets to identify predictive patterns, with the stated goal of generating consistent excess returns independent of human bias.
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