On Decision Attribution and Déjà Vu
When the market tide goes out, investment managers must rely on true investment skill, rather than general buoyancy, to keep them afloat. The question is (and has always been) how.
The Power of Payoff
Payoff: The investment skill metric that separates the best investors from the rest.
Ted Williams’ Great Lessons for Investors
Arguably the greatest hitter known to baseball, Ted Williams was driven by a philosophy of self-improvement across every dimension of his game. Guest blogger, Charley Ellis, reviews William’s book, The Science of Hitting, and uncovers universal insights into performance and skill that every PM and analyst can benefit from reading.
What do poker and investing have in common? Our 7 favorite quotes
Poker is a well-known training ground for many investors and traders. Here is a short but sweet collection of our favorite quotes on the relationship between playing a strong hand at the poker table and making a canny investment decision.
From Flushing Meadows to the NYSE: Why your behavioral idiosyncrasies matter
Player psychology and process has always been important important in tennis - but never more so than at this year's US Open. Guest blogger John Quartararo explores the behavioral rituals of some well-known champions and considers what investors can learn from them.
What investors can learn from Arsene Wenger and the beautiful game
In its adoption of science and data, football is almost unrecognisable compared to 20 years ago. Is active management next?Â
Chris Woodcock: From professional football to fintech
We talk to Chris Woodcock, Essentia's new Head of Product. He reveals his early career as a professional football player and explains why buy-side software is always better when it's built by people who have been portfolio managers themselves.
The numbers behind the score
If you watched Wimbledon this year, you'll know that data-driven insights and analysis are fast becoming part of the tennis landscape. Guest blogger John Quartararo takes a closer look at the ways the world's best tennis players and their coaches are using technology to improve performance, and considers how it applies to the investment world.
Winning gold in fund management
The Performance Revolution of the 80's and 90's had a dramatic impact on British sport and was a major factor in the UK's Olympic success at Rio. What are the lessons for active managers in an increasingly competitive fund flow arena?