We know that incorporating alternative data into the equity research workflow empowers analysts to pick up digital breadcrumbs and turn them into signals. We first launched our semi-annual “Stock Picks” report in January 2019 to demonstrate the power of this approach—and demonstrate it did.
In the first report, we used Sentieo to publicly pick 11 stocks. Halfway through the year, these 11 long ideas returned an average (mean) of 60%, compared to the leading S&P 500 index ETF at just under 20% YTD—its best H1 performance in two decades!
To get the full H1 2020 list, and to see our full 2019 retrospective, download the full report “Equity Research Guide: How to deliver alpha without spending millions on data science projects”