Novus

@novuspartners

Novus is where investors succeed. Managers and allocators use Novus to enrich their data, extract investment insight, and engage stakeholders.

New York
Vrijeme pridruživanja: siječanj 2012.

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  1. Prikvačeni tweet
    23. lis 2019.

    'Successful Investors' by Novus is now streaming wherever you get your podcasts. Listen to S1:E1 featuring industry veteran Jud Reis today!

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  2. 3. velj

    Managers usually struggle to add value via exposure management. A set of mathematical proofs and a U2 song demonstrate what must be done to shore up this common weak point in portfolios.

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  3. 22. sij

    Pro golfers don't review recordings of their golf swings solely to celebrate their greatness—they're looking for how they can improve. This article is the first in a series dedicated to critical self-reflection.

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  4. 7. sij

    A new framework for measuring actual manager conviction when a position size change occurs.

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  5. 31. pro 2019.

    10 charts to celebrate the last 10 years.

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  6. 20. pro 2019.

    When hedge fund families move in unison, they typically achieve significant alpha.

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  7. 19. pro 2019.

    Dan Waters (Northern Trace) "The Talent Portfolio"

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  8. 9. pro 2019.

    Which style of investing do hedge funds prefer? And which has historically proved the better choice for managers?

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  9. 27. stu 2019.

    Factors can be a powerful path to portfolio insight. However, just because you can calculate a regression across a combination of factors does not mean you’ve arrived at actionable findings.

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  10. 19. stu 2019.

    We're poring over position-level data from Thursday’s ingest of Q3 13F filings.

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  11. 14. stu 2019.

    Over his career, Jud Reis learned to recognize when a "risk" (like investing with a young Julian Robertson) is simply too good to pass up.

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  12. 13. stu 2019.

    Jennifer’s story is a testament to the power of intellectual honesty, and how diligent habits can result in an investment edge.

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  13. 7. stu 2019.

    Hedge fund factors all posted positive returns last month, with the Novus Conviction Index leading the pack at 25.50% YTD.

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  14. 4. stu 2019.

    "Portfolio Intelligence" is a term Novus coined a decade ago to describe how business intelligence applies to the institutional investor's portfolio.

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  15. 30. lis 2019.
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  16. 17. lis 2019.

    Research we did with shows how tracking the “best ideas” of fundamental equity hedge funds produced a statistically significant six-factor monthly alpha of 0.32%.

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  17. 17. ruj 2019.
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  18. 8. ruj 2019.

    Sport franchises are a great analogy for asset managers and can actually provide valuable lessons on organization, competitive edge, and risk.

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  19. 3. ruj 2019.

    Crowding has always been a major theme for Novus research. Given the recent headlines on the topic, we offer our interpretation of current crowding trends.

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  20. 26. kol 2019.

    In this article, we look at the asset-weighted composite of security performance across all funds in the Novus Hedge Fund Universe. We also analyze sector shifts, pockets of performance, and other key themes from recent filings.

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