

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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Blending Quantitative Analysis with Fundamental Research
01:34 • 2min
The Unique Challenge of Replicating Alpha Generation in Investment Research
03:31 • 2min
The Evolution of Data in Investment Strategies
05:42 • 12min
Closing Remarks and Invitation for Engagement
18:03 • 2min