September 2026| Concentration in the US has left much of the global market untouched. Now, as returns compress and relative value opportunities become more appealing, managers are looking in new directions – exploiting mispricings that the concentration created and generating returns through deep, systematic stock picking.
Davidson Kempner's research led approach
Partner and Head of Research at Davidson Kemper, Suzanne Gibbons, on building a global research function, embedding AI, and capitalising on…
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Brevan Howard Digital's CIO on what it actually takes to run digital assets
Chris Rayner-Cook is clear about what running digital assets actually asks of a manager, and it is less about the instruments than most…
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Where deep modelling meets mortgage credit
Greg Valli has been part of two of the three decades of Ellington Management Group. During that period, the firm has enjoyed a rapid rise…
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