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Patrick OShaughnessy
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 23. sij
Odgovor korisniku/ci @patrick_oshag
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 23. sij
Odgovor korisniku/ci @patrick_oshag
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 23. sij
Odgovor korisniku/ci @patrick_oshag
maybe performance, adjusted for factor exposure? idk
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LA Banker 23. sij
Odgovor korisniku/ci @patrick_oshag
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 🤓 23. sij
Odgovor korisniku/ci @patrick_oshag
That sounds equally if not harder to assess?
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Melinda McCubbin 24. sij
Odgovor korisniku/ci @patrick_oshag
Nope just ask how much of their grandma’s money is in it. And their own.
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Dr. D  🤖 23. sij
Odgovor korisniku/ci @patrick_oshag
This is the same style I follow.
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Pieter Tobback, CFA 23. sij
Odgovor korisniku/ci @patrick_oshag
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 24. sij
Odgovor korisniku/ci @patrick_oshag
What would be your for measuring each factor?
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