fundamental hedge funds

4 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 25, 2019 by Matt Ober · across every show →

Everything said about fundamental hedge funds, oldest first

Feb 25, 2019
Insight
Ober: Fundamental funds need more data per company than quantitative funds
“So it's interesting because when you move from quantitative to fundamental, the amount of data that's relevant is, you know, Enormous on the fundamental side, because you're really diving into these single names.”
Matt Ober Feb 25, 2019 ▶ 1:23 Fireside Chat: Matt Ober, Chief Data Scientist at Third Point (FirstMark's Data Driven NYC)
Feb 25, 2019
Insight
Ober: Fundamental funds prioritize good communicators over the smartest PhDs
“We may not need the smartest PhD within a fundamental shop because we have to be able to explain and understand what they're doing and really talk their language whereas a quantitative hedge fund, there's more opportunity to maybe work on your own and not have…”
Matt Ober Feb 25, 2019 ▶ 18:00 Fireside Chat: Matt Ober, Chief Data Scientist at Third Point (FirstMark's Data Driven NYC)
Feb 25, 2019
Opinion
Ober: Culture is the biggest hurdle for fundamental hedge funds
“I mean, I think the culture is the biggest Hurdle that all these funds face.”
Matt Ober Feb 25, 2019 ▶ 17:50 Fireside Chat: Matt Ober, Chief Data Scientist at Third Point (FirstMark's Data Driven NYC)
Feb 25, 2019 positive
Assertion Not checkable as stated
Ober: Fundamental hedge funds began data transformation around 2016–2017
“Sure, so I think kind of a revolution in the hedge fund industry mainly because you have the quantitative hedge funds that have really been leaders in technology and data, and now you have the fundamentals really over the last, call it two, three years, thinki…”
Matt Ober Feb 25, 2019 ▶ 0:19 Fireside Chat: Matt Ober, Chief Data Scientist at Third Point (FirstMark's Data Driven NYC)
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