Bridgeweave

Empowering investors with technology

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invitation for any investment, involvement or transaction in or with Bridgeweave. Nothing in this document should be taken as investment advice
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and Bridgeweave makes no representation or warranty as to the accurateness or completeness of the content of this document. All content is the
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 Who we are?
o Co-founded by Bruce Keith, Akshaya Bhargava & Sarthak Behura

o Based in UK and India, with over 90+ years of combined experience from Citigroup, Barclays,
State Street, Infosys, UBS, and 3i Plc

o Goal is to democratize investing using advanced technology

o We create professional standard tools for individual investors in a very affordable and
convenient way

o Our AI algorithms identify patterns by crunching several million calculations every day and
recommend investment ideas to suit digital investors

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 Highly experienced founding team

Ex Global CEO of Akshaya Bhargava

Barclays Wealth
Chairman
45
and Investments years

Ex CEO of State Bruce Keith

Street Managed
CEO
34
Account Services years

Ex Emerging Sarthak Behura

Market Equity
Head - Bridgeweave Labs
16
Strategist, UBS years

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 We are here today to talk to you
Tanu Singh 13
Chief Revenue Officer years

Amit A Holani 22
VP, Channel Management years

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 We use Computer Vision – a first in investments
Step 1 Step 2 Step 3 Step 4
Feature Creation Stock Selection Knowledge Fabric Signal Generation

Find best spatial Apply knowledge

Get Data from Automated review
order of pixels for fabric to reduce
Bloomberg for exceptions
maximum accuracy concentrations

Create 3,600 Use CNN & other

Filter for corporate Publish
proprietary vision models and
actions and events recommendations
features create an ensemble

Use Genetic Identify stocks with

Arrive at final
Algorithms to highest confidence
shortlist of stocks
select features of breakout

Convert data to
Grayscale matrix
for each stock

These are proprietary models built in-house by our Labs team

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 How does AI investing work?
Reduced Biases Models are trained on 10 years of market data

More calculation power Crunches 35 million computations daily

Frequent insight generation Quickly identifies multiple patterns across themes

Active trading strategies Captures short-term gains every two weeks

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 Introducing Alpha Insights
AI recommended 16 stock basket Alpha Insights
LTM Returns:

Best picks across momentum, value and sector

75.6%
(50/25/25 weightage)

Nifty 500
Daily insight generation for new investors LTM
Returns:

34.5%
Rebalances every two weeks

Note:
7 1. Market data updated till 31 st October 204
 Alpha Insights Returns
78.6%
Alpha Insights

Nifty 500
2.12x Outperformance over Nifty 500

37.0%
31.6%

14.0%
3.1% 2.2%
0.1%

-2.0% 1M 3M 6M LTM

Note:
8 1. Market data updated till 30 th September 2024
2. Portfolio has been live since Nov 2022
 How to get the best out of Alpha Insights?

1 2 3

Always take a Rebalance Remember that

long-term view regularly value WILL go up
v and down

Alpha Insights is long Rebalancing is a way Do not worry about

term investment in for you to actively timing the market or
equities manage your basket any rebalances –
… Always be regular Alpha Insights is a
long-term basket

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 Q&A

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 Appendix

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 InvestorAi Alpha Insights Returns
Value of 100 invested in Alpha Insights from 31st August'23 to 30th September'24
210
Alpha Insights 189.6
190
Nifty 500
170

150 141.3
130

110

90
8/30/2023 9/30/2023 10/31/2023 11/30/2023 12/31/2023 1/31/2024 2/29/2024 3/31/2024 4/30/2024 5/31/2024 6/30/2024 7/31/2024 8/31/2024

• Concentrated 16 stock basket, 2 week rebalance 2024 Return 1M 3M 12M

• Best of Momentum, Value and Sector ideas Portfolio -2.0% 3.1% 78.6%
Benchmark 0.1% 2.2% 37.0%
• Fee: Rs. 25,000 p.a. + GST = Rs. 29500
Relative -2.2% +0.9% +41.6%

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Note:
12 1. Market data updated till 30 th September 2024
 InvestorAi Alpha Insights Sharpe Ratio
252 days rolling sharpe from 11th Nov'23 to 30th September’24

7 Series1
Series2
6

5 3.8
4

3 2.4
2

0
Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24

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Note:
13 1. Market data updated till 30th September 2024
 How do we create our baskets?
Momentum Insights Value Insights Sector Insights
TT TT
(50% - 8 stocks) (25% - 4 stocks) (25% - 4 stocks)

Alpha Insights
TT
Universe
Hybrid Portfolio Construction
- Strong Liquidity and Volume
Ranking of best insights from best momentum, Value and
- Greater than Rs 7,500 crore 1 Sector insights from InvestorAi
Market cap
Overlay of constructionTT
constraints to ensure sector
2 diversification
- Minimum of 5 analysts
covering the stocks 3 Final portfolio of 16 stocks, rebalanced every 2 weeks

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 Thank you!
Tanu.singh@bridgeweave.com
+91 9769490833

Amit.Holani@bridgeweave.com
+91 9324145559

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