This video was originally shared with VP clients on February 4, 2024, and is also available on YouTube.
What We Got Right and What We Got Wrong (4Q 2023)
A discussion of our learnings, key themes and trade ideas that worked and didn't work during the quarter
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.
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.Listen on
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