Poesis plans to open AI Clarity, its flagship agentic institutional equity strategy, to outside investors in early 2027. The strategy has traded with proprietary capital since August 2026. It aims to capture equity upside while reducing losses in downturns.
Trading and oversight
AI Clarity focuses on U.S. listed large-cap companies. The CIO and investment team set the strategy, risk framework, and parameters. Agents generate trade proposals, but each trade receives human review and approval before execution.
Leadership and origins
Poesis is based in Menlo Park, California. It was founded by former Capital Group partner Alex Popa and former Goldman Sachs machine learning head Charles Elkan. Elkan built the original signals for AI Clarity.
How the strategy works
AI Clarity applies the same research, forecasting, and risk process across market cycles and sectors. Agents validate incoming data used by the models. A dynamic beta overlay reduces market exposure in stressed markets and increases it in stronger ones.
Poesis also ran a separate one-week live agentic investing experiment with ASUS and NVIDIA this fall. The system used separate capital and operated within predefined mandates. Agents stayed on track while conducting research, managing risk, and executing trades.