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Portfolio Strategy

What Can Portfolio Aggregation Unlock?

Exploring how the Novus Platform uses portfolio aggregation to answer questions around exposures, performance, risk, and more

Patrick Carlevato, CFA

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Industry Analysis

PortCo Performance: Finding Gold in Ore

Patrick Carlevato, CFA

Quarterly Filings

Q4 2022 Filings Insights

Industry Analysis

How Has Inflation Affected the UK Private Equity Industry?

Product Methodology

Private Equity Performance Metrics

Patrick Carlevato, CFA

Product Methodology

How Institutional Investors Use Intelligent Document Processing to Streamline Private Market Workflows

Novus Editorial

SEI Novus 2022 Year in Review

Patrick Carlevato, CFA

Quarterly Filings

Q3 2022 Filings Insights

Industry Analysis

4 Rules to Live by When Working With Investment Technology Consultants

Andrea Gentilini

Industry Analysis

Tales from the Hedge Fund Graveyard (as told by William Shakespeare)

Industry Analysis

Is TOM the New Fad? A Search for the Target Operating Model

Andrea Gentilini

Quarterly Filings

Q2 2022 Filings Insights

Industry Analysis

Family Feud: Small number of hedge fund family trees beat the market

Levi Branstetter

Portfolio Strategy

5 Additional Questions to Ask Asset Managers During a Bear Market

Levi Branstetter

Industry Analysis

Asset Owners and the Private Equity Valuation Lag

Patrick Carlevato, CFA

Industry Analysis

Is “More Data” Hurting Asset Manager Analytics?

Michael Lopizzo

Portfolio Strategy

5 Essential Questions to Ask Asset Managers During a Bear Market

Levi Branstetter

Quarterly Filings

Q1 2022 Filings Insights

Novus Editorial

Building an Award-Winning Multi-Asset Class Portfolio Management System

Portfolio Strategy What it Takes to Win: The Challenges of Short Seller Analysis

Patrick Carlevato, CFA

Novus Editorial Your Digitized IBOR Needs to be Digit-AL-ized

Product Methodology Insights Less the Headache: The Next Generation of Shadow Accounting

Andrea Gentilini

Portfolio Strategy Did Novus Platform Users Outperform Peers During Covid?

Quarterly Filings Q4 2021 Filings Insights

Portfolio Strategy The Truth About Hedge Fund Marketing

Novus Editorial The Quest to Justify Active Fees

Andrea Gentilini

Novus Editorial 2021 and The Novus 4Cs: Anomaly or Cop Out?

Patrick Carlevato, CFA

Quarterly Filings Q3 2021 Filings Insights

Product Methodology Sunsetting Enterprise Support for Novus Legacy

Andrea Gentilini

Novus Editorial Are We Leaving $800 Billion on the Table? [4 of 3]

Andrea Gentilini

Novus Editorial Assembling the "Investment Avengers" Using Skill-Set Analytics [3 of 3]

Andrea Gentilini

Novus Editorial Saving the World (While Generating Returns) with ESG Data [2 of 3]

Andrea Gentilini

Quarterly Filings Q2 2021 Filings Insights

Novus Indices Wisdom of the Crowd: A New Stock-Picking Strategy Rooted in Old Insights

Novus Editorial 3 Reasons Why Your Firm Might Be Making Bad IT Decisions [1 of 3]

Andrea Gentilini

Product Methodology How to Calculate Alpha (The Novus Framework)

Quarterly Filings Q1 2021 Filings Insights

Novus Indices Manager League Tables

Levi Branstetter

Novus Indices 2021 Update on EU Shorting Activity

Industry Analysis The Wonder Women of Hedge Funds

Quarterly Filings Q4 2020 Filings Insights

Industry Analysis GME and Planning Your Response with Novus

Successful Investors How Steven Cohen Paid for the Mets

Novus Indices How Do Hedge Funds Feel About the Covid Vaccines?

Quarterly Filings Q3 2020 Filings Insights

Novus Indices Tiger Cubs During Covid-19

Novus Editorial Forming Relationships in the New Normal (Panel Discussion)

Basim El-Shoura

Portfolio Strategy Quantifying Cash Flow Requirements during Covid-19 [4 of 4]

Andrea Gentilini

Quarterly Filings Q2 2020 Filings Insights

Michael Bellucci

Novus Editorial Don't Mess with 13Fs

Andrea Gentilini

Novus Editorial Fighting Global Hunger: Join us at Funds4Food

Arya Damodharan

Novus Indices Hedge Fund Best Ideas During Covid-19

Portfolio Strategy Modeling Private Portfolio Impact during Covid-19 [3 of 4]

Andrea Gentilini

Quarterly Filings Q1 2020 Filings Insights

Michael Bellucci

Industry Analysis Shorting in the Times of COVID-19

Portfolio Strategy Understanding Private Company Fundamentals during COVID-19 [2 of 4]

Andrea Gentilini

Portfolio Strategy Assessing Liquid Portfolio Corrections during Covid-19 [1 of 4]

Andrea Gentilini

Novus Editorial Novus Soap Box: I Wish Novus Were Here [4 of 4]

Andrea Gentilini

Novus Indices How Covid-19 is Impacting Popular Hedge Fund Stocks

Product Methodology Using Novus Event Analysis to Tackle Behavioral Biases

Daniel Ifraimov

Novus Editorial Novus Soap Box: Also Sprach ESG (2020: A Fiduciary Odyssey) [3 of 4]

Andrea Gentilini

Quarterly Filings Q4 2019 Filings Insights

Novus Editorial Novus Soap Box: Condemnation of In-house Data and Analytics [2 of 4]

Andrea Gentilini

Product Methodology Exposing Exposures: How a Degree of Freedom Becomes a Curse

Stefano Pasquarelli

Novus Editorial Novus Soapbox: Desperately Seeking Investment Skill Set [1 of 4]

Andrea Gentilini

Industry Analysis State of the Industry: December 2019

Daniel Ifraimov

Product Methodology Measuring Intentional Position Size Changes

Stefano Pasquarelli

Industry Analysis Decade in Review

Academic Review Family Resemblance

Andrea Gentilini

Industry Analysis State of the Industry: November 2019

Portfolio Strategy Growth vs Value: An Age-Old Debate

Portfolio Strategy How Investors Can Navigate the Ocean of Factors

Andrea Gentilini

Quarterly Filings Q3 2019 Filings Insights

Industry Analysis State of the Industry: October 2019

Novus Editorial Tableau ≠ Portfolio Intelligence

Andrea Gentilini

Portfolio Strategy Behavioral Biases: The Final Frontier

Andrea Gentilini

Novus Indices Extracting Systematic 13F Hedge Fund Alpha

Academic Review Fundamental Factors That Improve Your Investments

Andrea Gentilini

Industry Analysis State of the Industry: September 2019

Novus Indices Which Factor is Truly a Best Idea?

Andrea Gentilini

Academic Review How Portfolio Managers can Learn from the Mistakes of NFL Coaches

Andrea Gentilini

Industry Analysis State of the Industry: August 2019

Daniel Ifraimov

Industry Analysis Dark Clouds around Crowded Stocks

Andrea Gentilini

Industry Analysis How Hedge Funds are Positioned Heading into Recession Fears

Andrea Gentilini

Successful Investors Rafet Eriskin of AP4: Simple vs. Complex Models [5 of 5]

Andrea Gentilini

Industry Analysis Q2 2019 Hedge Fund Trends

Academic Review Diving for Skill: How to Fight Mean Reversion

Faryan Amir-Ghassemi

Industry Analysis State of the Industry: July 2019

Sophie Derrington

Academic Review Guide to ESG Analytics

Industry Analysis What You’ve Missed in European Short Markets Recently

Industry Analysis Alpha From Short Positions: Myth or Reality?

Andrea Gentilini

Novus Indices The Age of Biotech: Opportunities Grow for Healthcare Investors

Andrea Gentilini

Industry Analysis State of the Industry: June 2019

Novus Indices Catching up with the Tiger Cubs in 2019

Novus Indices The Factors Behind Hedge Fund Performance: The 4Cs in 2019

Andrea Gentilini

Novus Indices An IQ Test for Smart Beta Indices

Stefano Pasquarelli

Academic Review Selling Fast: Investors and Loss Aversion

Andrea Gentilini

Industry Analysis State of the Industry: May 2019

Novus Editorial Ending Reporting Madness

Andrea Gentilini

Academic Review Shorting in Broad Daylight: Short Investing and Venue Choice

Successful Investors Rafet Eriskin of AP4: Investor Bias [4 of 5]

Andrea Gentilini

Industry Analysis State of the Industry: April 2019

Arya Damodharan

Successful Investors Rafet Eriskin of AP4: The Digital Revolution in Asset Management [3 of 5]

Andrea Gentilini

Industry Analysis State of the Industry: March 2019

Novus Indices Isolating the Best Ideas From Hedge Funds

Industry Analysis Q4 2018 Hedge Fund Insights

Successful Investors Rafet Eriskin of AP4: The New Transparency [2 of 5]

Andrea Gentilini

Industry Analysis State of the Industry: February 2019

Novus Editorial A New Era for Long/Short Fundamental Equity

Andrea Gentilini

Industry Analysis 2018’s Top Alpha Stocks

Industry Analysis State of the Industry: January 2019

Successful Investors Rafet Eriskin of AP4: Selecting Managers [1 of 5]

Andrea Gentilini

Novus Editorial ESG: Cracking the Case

Andrea Gentilini

Novus Editorial The Case for ESG

Andrea Gentilini

Portfolio Strategy Position Size Strategy for Hedge Fund Managers

Novus Indices Concentration Overtakes Conviction in 2018

Novus Indices Healthcare Specialists Invest in the Biotech Frontier

Brett Turenchalk

Industry Analysis The Madness of the Masses and Wisdom of the Crowd

Kellogg C. Hamann

Novus Indices Are Tiger Cubs Evolving Into Tiger Quants?

Stan Altshuller

Product Methodology Guide to Hedge Fund Risk Management

Stan Altshuller

Novus Indices Harvesting Hedge Fund Returns

Brett Turenchalk

Industry Analysis 2018: Active Management Back in Favor

Brett Turenchalk

Novus Indices Conviction Index Outperforms During Market Volatility

Industry Analysis Hedge Fund Crowding: Do Activists Create Crowded Names?

Stephen Bennett

Novus Indices Hedge Fund Conviction Takes Off, and Consensus is Catching Up

Stephen Bennett

Industry Analysis Low Volatility Strategies: Tech Momentum Heightens Risk

Brett Turenchalk

Novus Indices Catching Up With The Tiger Cubs in 2017

Stan Altshuller

Industry Analysis How Marshall Wace Made €5 Million on a Single Soccer Bet

Industry Analysis Are Hedge Funds Staging a Comeback?

Stan Altshuller

Novus Indices How Healthcare Specialists Are Investing Today

Brett Turenchalk

Industry Analysis Amazon Purchases Whole Foods: The Activist Trade

Stephen Bennett

Industry Analysis FANG vs. FAANG: Analyzing the Industry’s Hottest Stocks

Stan Altshuller

Product Methodology How Investors Can Screen for Top Hedge Funds

Jacob Von Feldt

Industry Analysis Top Stock Pickers – What Do They Have in Common?

Novus Indices How Similar Are Tiger Hedge Fund Portfolios?

Stephen Bennett

Industry Analysis How Has Crowding Changed Over Time?

Portfolio Strategy Hedge Fund Crowding & The Prisoner’s Dilemma

Stan Altshuller

Industry Analysis How Hedge Fund AUM Affects the Dollar Return for E&Fs

Stephen Bennett

Novus Editorial Hedge Funds: Why Investors Need Your Data

Stan Altshuller

Industry Analysis The Simple Reason Hedge Funds Are Crowding

Stan Altshuller

Industry Analysis Analyzing Activist Investor Performance in 2016

Portfolio Strategy Are Your Managers Good at Market Timing?

Stan Altshuller

Industry Analysis Security Selection Alpha Declines – Small Wins & Big Losses

Product Methodology How to Measure Hedge Fund Overlap and Why it Matters

Jacob Von Feldt

Product Methodology How to Identify Red Flags in Hedge Fund Liquidity Management

Niina Al-Hassan

Product Methodology How to Discover the Best Stock-Picking Hedge Funds

Portfolio Strategy Smart Beta: Structural vs. Situational Risk Premia

Faryan Amir-Ghassemi

Industry Analysis The Best Stocks for Hedge Funds in 2016

Industry Analysis The Worst Stocks for Hedge Funds in 2016

Product Methodology Testing Hedge Fund Position Sizing Alpha by AUM

Stephen Bennett

Industry Analysis The Rise of Quantitative Hedge Funds

Stan Altshuller

Industry Analysis The Biggest Challenge for Hedge Funds in 2017

Stan Altshuller

Academic Review Study Finds Strong Evidence of Performance Chasing by Hedge Fund Allocators

Industry Analysis FB, FLT, MSFT & More: Technology Conviction at 5-Year High

Brett Turenchalk

Portfolio Strategy Dispersion Returns: Focus On What You Can Control

Stan Altshuller

Successful Investors How Kensico Capital Increased AUM & Performance

Industry Analysis Four Major Hedge Fund Trends from Q1 2016

Stan Altshuller

Product Methodology The Skill of Prediction: Hedge Fund Position Sizing

Stan Altshuller

Successful Investors Manager Monday: Kenmare Capital Partners

Stephen Bennett

Successful Investors Manager Monday: Tortoise Capital Advisors

Jacob Von Feldt

Successful Investors Manager Monday: Blue Harbour Group

Successful Investors Manager Monday: JANA Partners

Portfolio Strategy Alpha Mean-Reversion: Is it the Right Time to Invest?

Successful Investors Manager Monday: Stockbridge Partners

Successful Investors Manager Monday: Soroban Capital Partners

Successful Investors Manager Monday: Baker Brothers Advisors

Novus Indices Catching Up With The Tiger Cubs in 2016

Stan Altshuller

Successful Investors Manager Monday: Coatue Management

Industry Analysis Stock-Pickers Rejoice: Dispersion is on the Rise

Stan Altshuller

Successful Investors Manager Monday: Whale Rock Capital Management

Matthew McAlister

Portfolio Strategy Concentration Cautionary Tales

Successful Investors Manager Monday: Berkshire Hathaway

Faryan Amir-Ghassemi

Successful Investors Manager Monday: Starboard Value LP

Industry Analysis Platform Companies and the Capital Intensity Cycle

Faryan Amir-Ghassemi

Successful Investors Manager Monday: Melvin Capital

Product Methodology How Hedge Fund Managers Can Analyze Portfolio Changes

Stan Altshuller

Successful Investors Manager Monday: Silchester International Investors

Stan Altshuller

Portfolio Strategy Why (Most) Hedge Funds Should Avoid Small Caps

Successful Investors Manager Monday: Viking Global Investors

Portfolio Strategy Planning for Hedge Fund Asset Growth

Stephen Bennett

Successful Investors Manager Monday: HealthCor Management

Stan Altshuller

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