Image Warren Buffett’s Secret Factor, Part 2 – The NLP Edition Watch on GoTo Webinar

There is no alpha without creative thinking and innovation.

As the market value of equities increasingly skews towards intangible assets, alpha generation necessitates identifying the data sets and indicators that can capture this more amorphous driver of value. Alternative data and recent breakthroughs in Natural Language Processing (NLP) enable investors to measure the previously invisible forces that drive future company fundamentals. Where accounting standards and traditional fundamental analysis have failed to keep up, quantitative methods can unlock the opportunities.

In this webinar, Mikhail Samonov, CEO and portfolio manager of Two Centuries Investments, will share how intangible assets, especially those related to reputation, human capital, culture, and ESG, improve future fundamentals, sustain growth and probability, and can help all types of companies weather economic headwinds.

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