Sintez. Fundamentals read by a machine
The ML model reads financial reports, earnings calls, and supply chains, selecting 25–35 stocks with the best combination of growth and quality.
Figures cover 36 months, net of fees. Past performance does not guarantee future results.
How Sintez works
NLP on financial reports
The model analyses quarterly earnings call transcripts, detecting shifts in management tone before the numbers appear in the report.
Quality before growth
Candidates are filtered by margin, debt and return on capital — growth without quality does not enter the portfolio.
Sell Discipline
A security is excluded when its fundamental score deteriorates, not based on price: the model sells the reason, not the quote.
Target portfolio allocation
Actual weights fluctuate within ±5 pp; auto-rebalancing returns the portfolio to its targets.
Terms
Questions & answers
Who is the Sintez strategy suitable for?
Sintez — an AI equity selection strategy with a risk level of 3 out of 5: suitable for those who want a concentrated growth equity portfolio without manually analysing financial reports. Historical returns — +16.2% per annum with a maximum drawdown of −14.9%; minimum subscription €100.
What are the risks of the Sintez strategy?
The primary risk is the overvaluation of growth stocks when interest rates rise — multiples compress faster than earnings. The maximum historical drawdown was −14.9% at a volatility of 13.8%. The algorithm operates within strict limits: as the drawdown limit is approached, positions are reduced automatically, and the strategy can be stopped at any time.
What are the connection terms for Sintez?
Minimum amount — €100, management fee — 0.80% p.a., performance fee — 10% of profit above the high-water mark. The strategy executes an average of 31 trades per month, each recorded on the public I-Trade Chain network.