Articles & Insights

Tag: Hedge Funds

Alt-data assumes the future will look like the past. When that assumption breaks, the signals fail — exactly when funds ...

A commodities quant named Mario stood on the Alt Data London stage last week and said something I have not stopped think...

$The New Math of Expert-Network Spend — Manus Infographic$

I have signed off on the "external research" line item on more client budgets than I want to remember. The number was al...

For the last two years I have been using AI in my own work the same way I want analysts to use it in theirs - as the thi...

I have been in enough boardrooms where a research deck got demolished by a single question to know what the question loo...

I have been a buyer of outside research for clients for twenty-five years. The mechanics have changed five times over th...

Expert calls have been the centre of gravity of hedge-fund first-pass diligence for fifteen years. That is starting to b...