The Variant Perception Blog
The Variant Perception Podcast
What we got right and what we got wrong (4Q22)
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What we got right and what we got wrong (4Q22)

*Released to VP clients on 27th Jan. A quarterly discussion where the VP team reviews what we've got right and wrong in our research, covering all major asset classes: https://youtu.be/Drp9mH-Z7Xg
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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.