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The standout performer in The Alpha Engineer portfolio since its February 28th launch is AAC Clyde Space, a Swedish microcap delivering an impressive 51% return in less than 3 weeks.

This small satellite specialist warrants investor attention for its strategic positioning in the New Space economy. Their dual focus on satellite manufacturing and space-data-as-a-service creates multiple revenue streams, and their acquisitions strengthen their competitive positioning in these high-growth verticals.

As an aerospace engineer by training, I find it particularly fitting that a space technology company tops my quantitative selection framework. Perhaps my systematic approach to portfolio construction retains subtle influences from my technical background :-)

Mar 19
at
9:48 AM

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