Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Research Notes: Six Months In (Part I)
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Research Notes: Six Months In (Part I)

A review of our work so far with updates on past ideas including APP, NGMS, FLWS and deSPACS

Overlooked Alpha
Sep 29, 2022
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Overlooked Alpha
Overlooked Alpha
Research Notes: Six Months In (Part I)
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Thanks to everyone who provided feedback in our previous mail. Before we begin, here’s a quick summary of this week’s research notes:

  • Our first post was published just under six months ago, and highlighted some of the risks that have since played out in the equity market.

  • In that context, our 24 recommendations haven’t done as well as they could have, tho…

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