Personal Investment Manager
Andy Luciani — Personal Investment Manager
15 years trading and investing across large caps to micro caps. AI-assisted research, fundamentals-first.
Experience
15 years across large caps to micro caps, with exposure to growth, special situations, and volatility management.
AI + Fundamentals
AI in every research loop: screening, signal scoring, and scenario analysis, grounded in business quality and valuation.
Risk Discipline
Structured thesis, risk plan, and review cadence to avoid unmanaged drawdowns.
Focus areas
Strategic coverage
- AI infrastructure, software platforms, and capital-light compounders
- Defense and dual-use technologies with durable demand
- Energy transition, grid modernization, and compute power constraints
- Cybersecurity, data integrity, and mission-critical systems
How I operate
Decision architecture
Research → Thesis → Risk plan → Entry/trim rules → Review cadence
AI logic to identify potential winners, identify best times to sell, and maintain a running score list of market performance aligned to different end goals.
Current posture
What investors can expect
Clear communication, data-backed thinking, and disciplined risk management. I don't promise outcomes — I focus on process quality and repeatable decision-making.
Weekly scan
Signal shifts, catalyst flow, and valuation dispersion.
Monthly review
Position health, thesis integrity, risk profile.
Quarterly reset
Macro regime view, opportunity map, exposure adjustments.