Learn how YH2 transformed its investment research process with AlphaSense, delivering speed and knowledge sharing to drive conviction.
Proof Points
- 8× faster decision-making with AI-powered research and integrated insights
- Seamlessly unified internal and external intelligence in a single platform
About YH2 & Its Mission
YH2 is a founder-owned, long-only investment firm known for its high-conviction, buy-and-hold approach. The firm invests exclusively in high-performing businesses with the resilience to thrive in any market conditions.
The team’s research philosophy is deeply rigorous: extensive validation, data synthesis, and collaboration precede each investment decision. For YH2, conviction is key — and deep, comprehensive research is the foundation of every choice they make.
Challenge
As market conditions complexified and YH2’s universe coverage expanded, workflow inefficiencies became impossible to ignore. Analysts were spending days piecing together fragmented insights from numerous sources, manually extracting and consolidating data, and struggling to access years of valuable internal research buried in silos.
Beyond being just inconvenient, these roadblocks were slowing the firm’s ability to act decisively on new opportunities.
Key Pain Points
- Research bottlenecks: It took up to four days to develop a comprehensive view of a new company or market.
- Manual, repetitive tasks: Teams wasted hours copying data and reconciling metrics across multiple reports.
- Knowledge silos: Existing research was difficult to retrieve and build upon.
Noise over signal: Analysts sifted through vast amounts of irrelevant information just to find relevant insights.
Our biggest challenge was piecing together the full picture quickly, without missing critical signals. Every day spent searching meant a day delayed in gaining conviction.
In an ever-evolving market, YH2 risked being less agile in acting on new opportunities while still spending too much time on manual, low-value tasks.
Turning Point
For years, YH2 envisioned a platform that could unify existing research, current market data, intelligent AI-powered insights, and more — all in one place.
From the inception of YH2, my vision has been to create or adopt an investment intelligence platform that seamlessly consolidates all relevant information into a single interface, equipped with intelligent search and retrieval capabilities to generate profound insights efficiently and promptly. After years of exploration, AlphaSense stands out as the first solution with the potential to realize this vision. While still in its early stages, the Enterprise Intelligence solution shows great promise. With ongoing advancements, we are optimistic that AlphaSense can fulfill its potential as a comprehensive investment intelligence platform.
AlphaSense brought vision to life. Its AI-powered agentic workflow capabilities and integrated knowledge retrieval gave YH2 a single, powerful platform to accelerate research and deepen conviction.
Solution
By integrating AlphaSense, YH2 replaced fragmented research processes with unified workflows.
- AI-powered search capabilities: Instantly surfaces the most relevant insights from both internal research and premium external content.
- Enhanced data automation and synthesis: Consolidates key tables and metrics in minutes instead of hours.
- Integrated knowledge retrieval: Makes years of internal insights searchable and actionable.
High signal-to-noise ratio: Intelligent filtering eliminates irrelevant content, further driving conviction.
For example, if I want to know more about nuclear technology but have no idea what it is, I use the generative AI function since we subscribe to Enterprise AI. I ask a couple of questions, retrieve relevant expert interviews, and they give us a quick overview about the industry. Then we start from there.
Expert perspectives are very valuable in our investment process. We like to know how companies are being viewed by every single stakeholder. With AlphaSense, we’re able to fill in all the gaps in the research process, and with a very high signal-to-noise ratio.
For the first time, YH2 moved forward with the speed, clarity, and confidence its leadership envisioned — without sacrificing thorough due diligence key to their investment philosophy.
Results
Transformational Outcomes
- 8× faster research cycles: Deep-dive analysis of companies and markets now takes less than half a day instead of several days.
- Hours saved per project: Data consolidation that once took hours now happens in minutes.
- Expanded capacity: Analysts can explore new opportunities daily while still maintaining high research standards.
- Stronger conviction: With integrated insights and source-linked results, the team can validate assumptions and make better-informed decisions.
Improved collaboration: Internal research is no longer buried in silos — everyone can build on each other’s work seamlessly.
The good thing about Enterprise Intelligence is that everything has a document link. If you want to share a finding, you can highlight a particular snippet and share it. AlphaSense has made information sharing and working collaboratively much more effective overall.
Future
The partnership between YH2 and AlphaSense highlights the transformative impact of streamlined investment intelligence. AlphaSense relies on critical client insights, incorporating their feedback and strategic needs into the platform’s development roadmap. This ensures that innovation aligns directly with real-world challenges and opportunities.
Together, YH2 and AlphaSense are shaping the next era of AI-powered research, where speed is matched by trust, transparency, and transformative impact.
Where We’re Going Together
- Staying ahead in the AI revolution: As generative AI evolves at a rapid pace, YH2 and AlphaSense are working hand in hand to ensure the platform remains at the forefront of innovation, delivering smarter, more context-aware insights for investment teams.
- Blending proprietary knowledge with new datasets: Future advancements will empower YH2 to seamlessly integrate AlphaSense’s expansive content with their own proprietary research, unlocking deeper, more differentiated insights for clients.
- Reimagining collaboration: New agentic tools will make it even easier for analysts to discover, validate, and share high-quality findings — driving better outcomes regardless of investment time horizon.
- Building speed with trust: AlphaSense ensures every insight is backed by credible sources and transparent references, so analysts can act quickly and with absolute confidence.
By working closely with innovative clients like YH2, AlphaSense is aligning its roadmap to solve client challenges and redefine the future of investing.
