Data-Driven Investing
Patrick shares insights from his investment in Deep Basin Capital, highlighting the exceptional talent of its founder and team. The discussion emphasizes the innovative use of data science in traditional investment processes, particularly in assessing the value of upstream oil and gas assets. By comparing their data-driven models with market perceptions, they aim to identify investment opportunities and generate alpha.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Patrick O’Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
Related Questions
How important is data in creating alpha in investing?
How important is data in creating alpha in investing, as discussed in the episode \[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17) and the clip Data and Manager Selection?
How important is data in creating alpha in investing, as discussed in the episode George Michelakis – Chess Master’s Approach to Long-Short Equity at Gladstone (EP.362) and the clip Embracing Data's Lessons, as well as in the episode \[REPLAY] Michael Mauboussoin – Who’s on the Other Side (Capital Allocators, EP.99) and the clip Understanding Investment Edge?