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What We Got Right and What We Got Wrong (1Q24)

A discussion of our learnings, key themes and trade ideas that worked and didn't work during the quarter.

This video was originally shared with VP clients on April 30, 2024 and can be viewed on the VP Portal here.

The Variant Perception Blog
The Variant Perception Podcast
We build predictive investment models by combining timeless axioms with innovative techniques. Operating at the intersection of market history and data science, we believe that man + machine beats man or machine alone.