Professional Team
Research Director | Zeng Duo Combining Engineering In-Depth and Capital Market Research A graduate of Wuhan University with a degree in Power System Automation, Zeng has extensive experience in the design and implementation of large-scale power grids and transmission and transformation systems in the energy engineering field. He has led numerous large-scale infrastructure projects and holds qualifications as a Registered Electrical Engineer and a First-Class Construction Engineer. He possesses firsthand engineering experience in power system physical constraints, grid connection reliability, and infrastructure construction cycles. After immigrating to Canada, he completed his EMBA at the University of Toronto, focusing on energy, technology infrastructure, and capital cycles. He has rich practical experience in cross-border asset research, developing an independent analytical framework based on physical constraints and cyclical pricing.He conducts research across North America and China, focusing on the long-term changes in North American energy grid structures and computing infrastructure.
JDV Securities Intelligent Analysis System
① Intelligent Stock Selection: Based on a self-developed multi-factor quantitative model, combined with AI, it screens high-quality US stocks in real time and supports complete backtesting and factor decomposition, ensuring full traceability of the stock selection logic.
② Portfolio Optimization: Inputting a target stock provides: optimal weight allocation, risk exposure structure, expected return range, and scenario stress test results, helping to build an executable investment portfolio.
③ Real-time Market Monitoring: Automatically updates prices, trading volume, hot sector rotation, and capital flows.
④ Professional Investment Research Reports: One-click generation of systematic research reports: Market trends, factor status, portfolio performance, risk diagnosis, and investment commentary are all automatically generated in a professional format and can be used directly externally.
About Us
JDV Capital, headquartered in Montreal, Canada, is a privately held platform focused on long-term structural research in energy and computing infrastructure. We study the structural changes in energy networks and computing infrastructure across different cycles, focusing on the deep relationships between electricity constraints, computing supply, and capital pricing.
Research Focus: We don't chase short-term market noise; we only study "how constraints determine value."
Capital Cycle
How Market Risk is Mispriced
Volatility and Risk
How Market Sentiment Affects Asset Pricing
Infrastructure Constraints
How Energy and Computing Power Affect Long-Term Capital Returns
Analytical Methodology: The three-tiered analytical framework is built upon physical reality, rather than drawing conclusions backward from financial models.
Physical Constraints First: Any asset is first and foremost a physical system, not a financial product. Engineering constraints such as grid-connected power capacity, transformer delivery cycles, and permit approval timelines determine the true supply curve, which then becomes relevant to capital pricing.
Infrastructure Pricing Logic: The structural returns of infrastructure stem from its unreplicability, not from market sentiment, but from extremely high replication costs and extremely long construction cycles.
Cross-Cycle Perspective: Energy transition and computing power expansion both involve capital deployment cycles on the order of decades. We focus on structural trends spanning more than 10 years; quarterly fluctuations are noise, while the evolution of physical constraints is the signal worth tracking.
