Managing Eagle Alpha's premium alternative data research and strategy offering and delivering tailored advisory, sourcing, and strategic assistance to investment management clients.
Quants and quantamental firms have been leveraging alternative data for years. Why haven’t more firms with fundamental strategies started alternative data pods / teams?
Lululemon has been on the strong run since the lows of November last year with the stock rallying 70% and the market expectations were elevated ahead of their Q2 2016 numbers.
We arranged this interview with Mark Townsend in order to understand the current recruitment trends within the asset management industry.
Joseph Hooley, chairman and CEO of State Street Corporation, in a recent article for Institutional Investor gave three examples of how investors can use alternative data sources to identify new opportunities as well as potential risk exposure:
On the 12th of August, we published a research note on HPQ highlighting changes across four product categories and the company confirmed our findings when it reported its earnings on the 25th of August:
Pokémon Go has been significantly affecting Nintendo Co. Ltd.’s share price with analysts also noticing secondary plays. The game passed the mark of 100 million installs and reached $10 million in daily revenues, however it appears that Pokémon Go’s peak is now behind us.
Michael Beal, the CEO of Data Capital Management (DCM), delivered a presentation on the future of investing in the data economy - video below. He discussed the approach used by DCM and outlined the major players within the data economy.
The Boston Consulting Group (BCG) published the attached report in order to investigate the state of the global asset management industry. The first chapter is devoted to a summary of financial performance and a discussion of competitive trends.
The Consumer Financial Protection Bureau (CFPB) announced it would further improve its Complaint Database by giving consumers an option to “rate the company’s handling of his or her complaint on a one-to-five scale and provide a narrative description in support of the rating.”
inkedIn decided to sue 100 individuals for using bots collecting user profiles.
Fundamental data can often be a lag or at best coincident indicator of an asset value, but when combined with alternative data such as investor positioning/sentiment we can build a much clearer outlook for future price direction.
Descartes Labs, a startup analyzing satellite imagery data, announced that it would make its corn yield forecast available for free and updated every week throughout the 2016 growing season.
