In advance: <U/O> Matrix - Establishing Predictive Value: Applied Indexation, Hierarchical Data Sets and Competitive Market Information is currently available without restriction, developed with the intent to improve peer group analytics and valuation (click here).
<U/O> Applied Indexation methodology introduces the concept of business segment operations as a means to highlight the modularity of corporate profiles, producing deeper comparables by breaking down a company’s revenue line then linking resultant business segment operations across asset classes and capitalization within a designated composite benchmark portfolio.
The premise is to complement existing institutional portfolio strategies and lend Tier-2 Alpha and Alpha-Beta screening tools to effort outperformance in both up and down markets.
A goal of this <U/O> Applied Indexation abstraction is to demonstrate the many persistent Venn-like qualities present throughout the capital markets which may be exploited for profitable portfolio positioning at distinct points of inflection.
While capital markets inefficiencies is not a new concept, perhaps the attributes of <U/O> Applied Indexation may be another useful tool for research teams and client driven solutions.
Please message direct for product suite access or development considerations.
#EnergyComplex #CleanEnergy #Renewables #Strategy #PortfolioManagement #CorporateFinance #BSOs #Analytics
At Venn’s intersection, sets and subsets of competing interests endure. The dynamic principles of BSOs are three-fold: 1) multinational and Large-cap companies function as benchmark sector/industry/subindustry proxies based on scale (Alpha-Beta), 2) Small- and Mid-cap companies participate as competitive peers (Alpha) and, hence, acquisition candidates and 3) among subsets of 1) and 2) are companies provisioning multiple economic sectors, asset classes and geographies. Successful trading strategies (conventional, systematic, factor-based) and adaptive investable motifs (niche, thematic, megatrend) isolate Value in Growth, and Growth in Value, by aligning the prospective Alpha drivers directly associated with ecosystem composition and supply chain verticals.
Forward looking statements, estimates and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable but are not assured as to accuracy. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. This content is distributed for informational purposes only and should not be considered as investing advice or a recommendation of any particular security, strategy or investment product. The author's opinions are subject to change without notice. No part of this product, related articles, publications or web-based content may be reproduced in any form or referred to in any other publication without express written permission of Universal Orbit © 2022 and David B. Kleinberg.