Differentiation Is Harder and More Necessary than Ever
Signal crowding, multi-strat scale, AI-driven workflows and what it takes to preserve sustainable alpha. Recently, ExtractAlpha CEO Vinesh Jha joined Alex Boden on the Asymmetrix Podcast to discuss systematic investing, signal crowding, and the evolution of alternative data. Several themes from that conversation are worth expanding… read on to learn more. By Vinesh Jha, ExtractAlpha […]
ExtractAlpha 2024 Retrospective
By Vinesh Jha, ExtractAlpha CEO and founder 2024 saw significant growth in ExtractAlpha’s client base, team, and product offerings. We saw the general demand for alternative data grow, and in particular have seen that the market for data and signals with provable alpha remains very strong. Much of the demand for these datasets comes from […]
Research Alert: China Fundamentals
by Vinesh Jha, ExtractAlpha founder and CEO The ExtractAlpha earnings surprise model suggests that fundamentals in China are even more dire than the sell side thinks. With the recent turmoil in the China A Shares market, it seems that sell side analysts have reason to be skeptical about the fundamental strength of corporate earnings in […]