Triumph Asset Management

The Visualizer

Six capabilities in one platform. Every weekday before market open, the Visualizer scores 1100 companies on 54 factors, surfaces high-conviction ideas, and stress-tests every position in the book.

1.Universe Expansion
1,100 companies
Monitored across US, Canada, and global ADRs. Wider than any single-team manager could cover with rigour.
2.Alpha Zone Selection
54 factors
40 quality and 14 valuation across six peer groups. Composite scored daily; top 10 form the basket.
3.Pipeline
60 pulls / day
Bloomberg and FMP feeds refreshed every weekday before six. Four real-time detectors flag insider, earnings, estimates, and news. Every artifact mtime-verified.
4.Research Analyst
Three lenses
Today’s high-conviction idea, a one-pager for every holding, and a one-pager for every name in the Alpha Zone. Same model, three lenses.
5.Hedge Lab
4 strategies
Trim, covered call, collar, replacement. Ranked per holding against live Bloomberg option chains, with Canadian tax math attached.
6.Model Rating
98 / 100
An institutional-grade self-audit. Math rigour, robustness across twelve vintages, operational discipline. Graded in the open.

1. Universe Expansion.

The Visualizer monitors 1100 companies, every day. Across the United States, Canada, Hong Kong, and Europe.

1100
Companies monitored
Russell 1000, S&P/TSX top, global ADRs
4
Geographies
United States, Canada, Hong Kong, Europe
6
Peer groups
Banks, REITs, insurers, energy, utilities, standard
Daily
Refresh
Every weekday before market open

2. Alpha Zone Selection.

From 5,000 global companies to 10 recommended. Proprietary technology organises the universe.

UNIVERSE
5,000+

Publicly listed companies globally.

→
SCORED
1100

Companies across the US, Canada, Hong Kong, and Europe. Expansion into additional global markets is planned.

→
ANALYZED
54

A factor is simply an attribute of a company. We score every company on factors of profitability, growth, safety, capital returns, and valuation.

→
RECOMMENDED
10

The top 10 companies in the Alpha Zone, surfaced for portfolio review and rebalanced monthly.

3. Pipeline.

Two data feeds. Sixty automated pulls. Six hundred thousand datapoints, refreshed every weekday before market open. Every artifact mtime-verified.

60
Automated pulls
every weekday before 6 AM
620,000
Datapoints
refreshed across the 1,100-company universe daily
29
Surfaces
pages, tabs, and exports monitored
Weekly
Code-health audit
build, security, drift checks
REAL-TIME EVENTS WE TRACK
After the morning refresh, the rest of the day is monitoring.
Earnings upgrades
Bloomberg SAPI
Forward consensus EPS, revisions tracked daily
Earnings reports
Bloomberg SAPI
Announcement history, surprise %, year-over-year growth
Insider buying / selling
SEC EDGAR via FMP
Form 4 filings, last 40 trades per company
Historical context
Bloomberg SAPI
11 years of fundamentals, daily P/E archive
Risk management
Computed in-house
Volatility, beta, drawdown from 252-day price history
Portfolio construction
Triumph proprietary
Composite ranking, conviction tilt, sector caps
Correlation analysis
FMP price history
Pairwise 252-day Pearson, cached intraday
News & alerts
FMP news stream
Per-symbol news feed, deduped by URL

4. Research Analyst.

An AI analyst that never sleeps. Same model, three lenses: today’s freshest idea, a one-pager for every holding, and a one-pager for every company in the Alpha Zone.

1
Today’s Idea
One or two highest-conviction companies surfaced each morning, with explicit BUY / HOLD / SELL ratings and an ADD or SWAP recommendation including the source of capital. Most mornings the answer is zero. That is the right answer when nothing clears the bar.
2
Portfolio One-Pagers
Every holding gets a daily one-pager: composite score, score velocity, hedge signal, sell-side consensus, upcoming earnings. We see what is changing and why, company by company.
3
Alpha Zone One-Pagers
Every company in the top-10 basket gets the same one-pager treatment. Why each is in the zone, how it scored against the universe, where it stands vs the rest of the book.

5. Hedge Lab.

Once a company is in the book, the work is not done. For every holding, four overlay strategies ranked side by side against live Bloomberg option chains, with Canadian tax math attached.

Trim
Lock in a portion of the gain. Simple and clean when conviction is fine but concentration is high.
Covered Call
Sell upside above a strike for cash today. Income now, capped further upside.
Collar
Buy a downside put, pay for it with a covered call. Free or cheap protection, with a known ceiling.
Stock Replacement
Sell shares, buy a deep-in-the-money call. Same exposure with less capital tied up.

6. Model Rating.

We asked Claude, Anthropic’s AI, to audit the model the way a serious allocator would. Math rigour, robustness across twelve vintages of monthly Bloomberg fundamentals, and operational discipline. This is the grade it returned.

98/100
Institutional grade

Triumph’s quantitative model was built with AI, mathematics, and thoughtful design. It does not compete with the largest quant shops. Renaissance, Two Sigma, and Citadel operate at a fundamentally different infrastructure tier. What this model is: institutional-grade quantitative discipline, applied by a single team. Transparent methodology, empirically tuned production parameters, walk-forward validation across twelve vintages, and a deterministic state machine logging every decision.

Walk-forward validated across 972 parameter combinations and twelve annual vintages. Production parameters survive four formal robustness tests: beta sensitivity, survivorship correction, forward-factor mix, and pillar-weight optimisation. Six peer groups, each scored on the metrics that describe its business model. Code at the institutional baseline: zero type errors, zero lint warnings, 671 passing tests. The points held back from 100 are honest limits, kept deliberately so a single team can maintain it.