Clare Flynn Levy - Good Behavior, Good Returns?
Aug 08, 2024•34 min•Ep. 297
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Episode description
Tune in to hear:
- What does Clare and her team at Essentia Analytics focus on specifically?
- How can one score the decision making skill involved in stock picking when so much is relative to timing? How does Essentia Analytics score all 7 data points they lay out on their website?
- One of the trick things about behavioral investing is you can get a good result for a bad reason and vice versa. How does Clare’s team think about this and try to account for it?
- Recent research Clare and her team did shows that decision making hygiene is 1.5x more predictive of beating a benchmark in a subsequent year. Can she tell us more about this study and its implications?
- Why does the above correlation/relationship lose predictive power after 3 years on average?
- Could greater awareness, using tools like this, make fund managers more aware of issues like style drift?
- How can we make a compelling case that gets people to focus more on process and less on outcomes?
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