Making Sense

Trading Insights: An intersection between quant and fundamental investing, with Matt Jones, Global PM at Fidelity

Oct 11, 2024
Matt Jones, Global Portfolio Manager at Fidelity International, shares his expertise on blending quantitative techniques with fundamental investment strategies. He discusses how Natural Language Processing enhances investment signal identification and the unique challenges of replicating alpha. The evolution of data utilization in investment processes is emphasized, particularly the interplay between AI and fundamental analysis. Jones offers insights into proprietary alpha sources that distinguish their approach from traditional investing methods.
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