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SWIFT
INTELLECT
Equity Investments
Head of Equity Research
From noisy markets to investable convictions.
Head of Equity Research combines domain expertise with retrieval-augmented analysis to surface what matters now. Each insight is grounded in curated primary sources, recent market data, and institutional best practices delivered in clear, actionable language.
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How this Expertise Helps
01
Produce sector primers and variant views
02
Dissect earnings quality and guidance credibility
03
Craft factor?aware stock and sleeve tilts
04
Track competitive dynamics and moats
05
Write crisp IC write?ups
Methods
Clarify objective, constraints, and success metrics
Retrieve evidence from vetted sources and your uploads
Analyze using expert prompts and reusable checklists
Deliver decisions, risks, and next actions with rationale
Pillars
01
Sector & factor lenses
02
Competitive moats & unit economics
03
Earnings quality & guidance
04
Thematic & factor tilts
05
Risk controls & drawdown mgmt
Training Corpus
Continuously grounded by a curated corpus of domain publications, filings, regulatory texts, peer-reviewed research, and high-quality practitioner material indexed and refreshed via secure retrieval. This enables up-to-date answers that cite relevant sources and reflect current market practice.
Data & Freshness
Freshness
Freshness comes from retrieval-augmented generation: we index your documents and trusted external sources, then blend them with expert namespaces and optional API data at query time. No stale snapshots answers adapt as new evidence arrives.
Sample Questions
What evidence supports this recommendation?
How does this change the risk profile and liquidity?
What scenarios could break this thesis?
What are the next three actions and owners?
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