Picking winners

, , / July 1, 2020

Statistics show that very few stocks make all the gains – how do we find them? Hendrik Bessembinder from Arizona State University came out with a thought-provoking paper (here) about stock returns. The main findings, that got the financial blogosphere spinning:Just 1.3% of the world’s public companies account for all the market gains during the …

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Mispriced Innovation

, , / July 1, 2020

Patents as leading indicator for earnings growth We are very proud! After months of work, we published our joint White Paper with the quantitative Asset Manager O’Shaugnessy Asset Management. For everybody interested in patent data and innovation metrics and how they can help build outperforming stock portfolios, you can dive into 21 pages of must …

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