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@patrick_oshag | |||||
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It must be difficult for investors to tell the difference between the various quantitative factor strategies.
For each firm, I'd investigate if they had a unique + growing edge (moat) in
-team
-recruiting
-research platform (data, modeling) + process
-culture
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Jack
@JackRabuck
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23. sij |
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IMO these are areas where almost all firms claim to have a special sauce and almost nobody is well equipped to properly differentiate between them. I’d take the opposite of whatever the average investor/LP decided based on those factors
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Jake
@EconomPic
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23. sij |
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I think niche is important (focus on less liquid / random markets, customs data, ability to time arbitrage, ability to raise money without giving away trade secrets, etc...)
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JonBovi
@realjonbovi
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23. sij |
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maybe performance, adjusted for factor exposure? idk
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LA Banker
@LA_Banker
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23. sij |
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In an ideal world, this is unimpeachable advice, but I’m curious how you believe a typical investor can due diligence these
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Dan Egan 🤓
@daniel_egan
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23. sij |
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That sounds equally if not harder to assess?
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Melinda McCubbin
@MelindaMcCubbin
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24. sij |
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Nope just ask how much of their grandma’s money is in it. And their own.
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Dr. D 🤖
@realdarkromance
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23. sij |
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This is the same style I follow.
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Pieter Tobback, CFA
@PieterTobback
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23. sij |
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Things like culture, capital allocation (ppl & systems),... are super important - and I would guess most ppl realize that.
The big question is the next step: how to find out (and monitor) about it and compare amongst firms?
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Adam Eugene
@AdamREugene
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24. sij |
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What would be your for measuring each factor?
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