Mixing Fundamental and Quant
Why fundamental and quantitative investors rarely mix, and how an interdisciplinary approach can deliver uncorrelated, repeatable returns.
Independent investment research
Fundamental investing enhanced by technology and AI
Fundamentals
Technology
Risk
Discipline
Fundamental
Combining powerful technology with deep domain knowledge enable us to deliver a truly differentiated product.
Big Data
We thrive on data, big and little. Our data lake is a unique mix of vendor-supplied and self-gathered datasets.
Artificial Intelligence
AI means many things to many people, the term is overused and frequently abused. We have handpicked a narrow set of tools given data constraints present in the fundamental asset management industry.
Our Workflow
While our process is end-to-end digital, it does not mean there are no people involved. We prefer to think of our process as "human in the middle" — the algorithms collect data, learn, forecast, build portfolios and manage risks. Portfolio managers oversee the outcomes and make adjustments as needed.
Our Customer Focus
Being digital does not have to mean poor or no customer service. On the contrary, we enhance our customer service by being more transparent and accessible to our customers. Technology is not a substitute for human interaction! Best in class customer service is accomplished by blending technology with a personal touch!
Technology is Core
We remain committed to fundamental investing, but unlike many others in the market, we have embraced a fully digital approach. Our operations encompass large-scale data ingestion, a proprietary data repository, automated forecasting, portfolio construction, risk management, and client reporting.
To succeed in the next generation of fundamental asset management, it's essential to adopt a technologist's mindset and leverage cutting-edge tools and techniques.
Testimonials
What Others Say About Us
“This is the way of the future. With time, more fund managers will have to take an approach like this to remain competitive.”
Confidential — Fund Marketing
“This is a seamless combination of a classical approach with cutting-edge AI technology.”
Confidential — Asset Allocator
“We love the confluence of deep experience of the team and a technological edge, resulting in a very unique product.”
Confidential — Seeding Partner
“Any single one of these modules is a differentiation in and of itself. This innovation is amazing, keep it up!”
Confidential — Asset Management
Latest
Insights
What's in a logo?
How Quantworth's logo encodes growth viewed from multiple dimensions -- a visual shorthand for our multi-perspective investment approach.
On working hard and smart, or why start Quantworth?
Applying the physics of efficiency to fundamental investing -- why technology is the bicycle that the asset management industry needs.