Professional Team
Director of Investment Research | Zeng Duo Mr. Zeng Duo graduated from Wuhan University with a major in Electrical System Automation. Early in his career, he worked at a provincial power design institute, serving as the chief engineer for multiple power transmission and distribution projects, and holds a first-class construction engineer qualification. His career began with deep involvement in power grid planning, power system design, and engineering implementation, giving him a solid first-hand engineering understanding of power generation, transmission, distribution, and grid connection systems. After immigrating to Canada, Mr. Zeng obtained an EMBA from the University of Toronto, gradually combining his engineering background with the financial system, entering the fields of asset management and cross-market investment. He has accumulated over twenty years of practical experience, focusing on multi-asset allocation, derivatives structuring design, and the construction of systematic investment frameworks. He has won numerous awards in global live trading competitions, including stock index options championships and awards for long-term stable profitability. In recent years, he has further focused his research on the deep coupling relationship between North American energy structure, grid connection systems, and computing infrastructure, systematically introducing engineering and power system knowledge into his asset allocation framework, forming a cross-cycle investment system based on physical energy and driven by computing demand.
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 is a Canada-based cross-cycle asset allocation and structured research firm. Its founder is a licensed securities and asset management representative recognized by the Hong Kong Securities and Futures Commission, holding four types of licenses (1, 4, 6, and 9) (securities trading, investment advisory, institutional finance, and asset management), and specializes in cross-border asset allocation. We focus on a severely undervalued sector that is becoming a core area of global competition: Energy × Computing Power × Public Market Asset Penetration. Against the backdrop of explosive growth in AI inference and computing power demand, the core contradiction in the capital market is shifting from "algorithms and chips" to electricity, grid connection, and infrastructure capacity. JDV Capital is building its investment and asset allocation system at this structural turning point. Through regulated public market instruments, we indirectly hold and control operational, grid-connected physical energy assets with long-term cash flow, combining them with the growing demand for AI computing power to create an extremely scarce asset structure that combines physical certainty with financial liquidity.
Why Us
Advantage 1: Industry-Driven Asset Allocation Capabilities
We don't start with "market trends," but rather build our investment framework based on energy, power grids, computing power, and policy constraints, prioritizing the resolution of questions about "asset authenticity, scarcity, and sustainability."
Advantage 2: Ability to Transcend Real and Virtual Markets
Through YieldCo and listed companies related to energy infrastructure and computing power, we achieve indirect access to the cash flow of tangible assets while maintaining the liquidity and pricing transparency of the public market.
Advantage 3: An Engineered and Verifiable Risk Management System
All strategies are based on verifiable data, clear exposure management, and well-defined risk boundaries, rather than subjective judgment or unreplicable personal experience.
How We Invest
A cross-cycle allocation strategy based on North American green electricity assets and driven by AI computing power demand. It uses physical electricity as a foundation and computing power demand to amplify the return curve.
⚡ Energy Foundation: Through YieldCo and publicly listed energy infrastructure companies, it indirectly holds grid-connected green electricity assets in Quebec and North America, corresponding to long-term power purchase agreements (PPAs) cash flows.
🧠 Computing Power Enhancement: It allocates to data centers and computing infrastructure with energy self-sufficiency capabilities, capturing the valuation premium brought by the growth in AI inference and computing power demand.
🔁 Public Market Structure: All allocations are achieved through regulated securities, rejecting valuation black boxes and ensuring liquidity and compliance.
MISSION&VISION
Mission: In a context where energy and computing power have become core production factors in the new era, to help investors secure irreplaceable positions in real-world resources through compliant and transparent means.
Vision: To become one of the earliest asset management research institutions in the Chinese-speaking market to complete the systematic integration of "energy-computing power-financial structure".
