Alternative data has become a mainstream source of data for investment managers, with up to 50% of funds now using it as a part of their research process. The question of how to get value from alternative data is no longer about access to the data sets; there are hundreds of vendors offering alternative data sets or services. Rather, it is a question of how to make that data useful to every equity analyst driving investment strategy.
With our 13 alternative data stock picks, we have proven that the most successful approach to alternative data is to directly embed it into the core research workflow for analysts, effectively democratizing alternative data.
This paper outlines how we have used the Sentieo platform to pick our initial 11 stocks, the performance of these stocks, and our 13 Alternative Data Picks for the 2nd half of 2019.
Alap Shah, CEO and Founder, Sentieo