In advance: <U/O> Matrix via Applied Indexation is migrating to a contributory/open forum, product suite in multi-sheet format is readily accessible with auto-generated password at Universal Orbit © 2023 PM composites link (<U/O> Product List; PayPal hosted).
User will find four downloadable spreadsheets: 1] Anatomy (component members, data introduction), 2] Iteration (industry sort, computations), 3] Matrix (applied indexation, data analytics) and 4] Summary Template (composite data, portfolio characteristics); cross-asset/multi-factor (peer group analytics and valuation).
1QTR23 <U/O> Matrix via Applied Indexation segments include Wind, Solar, Fuel Cells, Smart Grid, Water, LED, Biofuel, Automotive, Natural Gas, Storage and Aviation plus further classifications detailing component member assignments based on corporate business segment operations (12 segments, 61 classifications, 256 single and multi-listed component members; n=75).
The modularity of business segment operations (BSOs) embedded within company revenue lines is utilized to generate effective Tier-2: Alpha and Alpha-Beta screens derived from a combined Renewables/Diversified Industrials/Technology sector-themed overlay within publicly traded Clean Energy Subindustry Benchmark ETF – PBW (performance dispersion, differentiated growth rates).
w/r/t past-positive forward looking indicators featured in <U/O> Matrix via Applied Indexation, a brief primer is provided online along with slideshow tutorial <U/O> Matrix - Establishing Predictive Value: Applied Indexation, Hierarchical Data Sets and Competitive Market Information for background methodology.
Please message direct with any questions or for product development considerations; supplemental data is available under a separate agreement, reference requisite disclaimer.
#EnergyComplex #CleanEnergy #Renewables #DiversifiedIndustrials #Technology #Strategy #PortfolioManagement #PortfolioStrategies #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 © 2023 and David B. Kleinberg.