Orbis evaluates analysts every six months using 30-page data scorecards
Adam Karr · Adam Karr – Extreme Alignment at Orbis (EP.338) · Sep 14, 2023 · at 34:59
Adam Karr is the President and Portfolio Manager at Orbis. He describes how Orbis uses paper portfolio data and performance attribution to evaluate analyst skill.
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“All of our analysts get scorecards every six months. These are 25, thirty-page documents. It's going to look at Success ratio. It's going to look at win or loser skew. It's going to look at slugging percentage. It's going to look at that voting track record from the investment committee meetings. It's going to show you a visual graph of every recommendation and how you've managed that position sizing wise based on how the stock is traded. And everything in those paper portfolios trades based on actual volume and VWAP from when you execute the orders. It's subject to the same compliance provisions that we have.”
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