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AI-Native Asset Manager Poesis Plans to Open Flagship Agentic Equity Strategy to External Investors

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AI-Native Asset Manager Poesis Plans to Open Flagship Agentic Equity Strategy to External Investors

Poesis, the AI-native asset manager founded by former Capital Group partner Alex Popa and former Goldman Sachs Global Head of Machine Learning Charles Elkan, announced its plan to open AI Clarity, its flagship agentic institutional equity strategy, to external capital in early 2027.

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AI Clarity introduces Dual Mandate Equity, Poesis’s investment approach with two objectives: participating in equity-market upside while seeking to materially reduce losses in market downturns.

AI Clarity is an agentic equity strategy focused on U.S. listed large-cap companies. Its operating model puts machine intelligence under human command. The CIO and team are responsible for setting the strategy, risk framework and parameters within which agents conduct research and operate. Agents generate trade proposals by using quantitative models and tools, with each trade subject to human review and approval by the investment team before execution.

The same research, forecasting and risk process is designed to be applied systematically across market cycles and sectors. Agents are tasked to validate incoming data used by models. Machine intelligence informs stock selection and a dynamic beta overlay is designed to reduce market exposure in stressed markets and increase it in stronger ones.

“At Capital Group, I learned the value of a scalable, repeatable investment process and well-defined risk controls,” said Alex Popa, founder, CEO and CIO of Poesis.



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