We are pleased to announce the final research initiative of the year: Top Stocks 2020 Contest will be taking place from December 2nd - 16th, 2019 (11:59 PM EST).
For the fourth year, prime real estate in the Top Stocks PDF report, SumZero's most widely distributed research publication, is ope...
Published: April 03, 2019
Interview with Ms. Jennifer Heller, the President and Chief Investment Officer of Brandywine Group Advisors, a $10B New York City based family trust advisory firm. The Brandywine team is a long-standing allocator member of SumZero’s Cap Intro program. We reached out to Ms. Heller to learn more a...
Published: January 29, 2018
Interview with Mr. Bill Louis of the New York City and Zurich-based research foundation the Ludwig Institute for Cancer Research. Through the LICR Fund, Bill helps oversee nearly $1.5B in assets designed to capitalize a major scientific research organization and fuel its future endeavors.
Published: January 10, 2019
Haddaway oversees more than $1B in firm assets comprised of private equity, alternatives, and third-party investment managers, many of whom fall into the ‘small and emerging’ category.
Published: November 27, 2018
We are pleased to announce the final research initiative of the year: the <strong><em>Top Stocks for 2019</em> Challenge</strong>.
For the third year, prime real estate in the <em>Top Stocks</em> PDF report, SumZero's most widely distributed research publication, is opened up to the most dese...
Published: September 12, 2018
SumZero is pleased to launch a dedicated research challenge executed in exclusive partnership with a multi-billion New York City-based hedge fund. The Challenge is designed to identify actionable investments led by unsung, but nevertheless outstanding management teams. The participating fund is s...
Published: November 06, 2017
We are pleased to announce SumZero's first dedicated Ex-US research contest. Starting November 17th, we challenge all eligible SumZero members to submit their best Ex-US ideas across all major sectors, regions, and market caps. Across three regional categories, top-performing Winners/Finalists/Ru...
Published: August 09, 2017
SumZero announces the second running of the Gardening Leave Challenge, a large, multi-firm research initiative to get members on the sidelines directly in front of funds looking for new talent. In partnership with FactSet and over 35 respected global funds, this research challenge will leverage e...
Published: June 24, 2016
Taylor Mann is not your typical fund manager. The twenty-six year old Texas A&M graduate manages a small fund, Pine Capital, in Larue, Texas (population 160). Also atypical compared with many of the largest funds our there, Mr. Mann makes good trades, previously making a killing shorting the stud...
Published: March 15, 2016
Today SumZero released its new Analyst Rankings feature, which ranks analysts on SumZero according to their past performance. Rankings will be updated monthly for a variety of categories, including Best Short Analyst, Best Analyst of the Last Twelve Months, and of course, <a href=LINK TO MEYE...
Published: February 18, 2016
The only thing more uncertain than the stock market these days is the crude market. We asked our buyside members where they think prices will bottom out in the near term.
Oil has been on a volatility streak due to demand concerns from China and supply surpluses from North American shale fracki...
Published: February 16, 2016
A new Bloomberg article highlights the power of the SumZero Cap Intro platform to drive institutional exposure (and ultimately large investments of capital) toward the funds who utilize the feature:
<em>Joshua Young started his hedge fund less than a year ago. Last month, he caught a break whe...
Published: January 29, 2016
Bonus season is here, and SumZero has produced a comprehensive analysis of salary trends in the fund industry.
SumZero maintains an internal, user driven compensation database. This database, which launched in 2012, now hosts over 3,500 unique compensation entries. The feature was designed t...
Published: January 15, 2016
Amid a downwardly volatile market, everyone in finance has an opinion on what the future may hold. Is this another short term hiccup or the beginning of a much more serious correction?
SumZero recently asked the 12,000 members of its professional investing community for their sentiments on the...
Published: January 14, 2016
We at SumZero recently documented the performance of over 8,500 individual stock recommendations that were posted on our research platform starting in 2009. These recommendations were initiated by members of our Buyside community, an authenticated group of roughly 12,000 analysts/PMs working at o...
Published: November 06, 2015
SumZero recently asked members of its buyside community when the Federal Reserve will raise interest rates. According to our buyside community, the answer is "soon". 38% said a rate hike will occur this quarter (Q4 2015), 31% said the hike will come the quarter after that, while a 7% and 15% of r...
Published: October 23, 2015
SumZero recently asked members of its buyside community who they were planning to support in the 2016 US Presidential Election. The results suggest that while Hillary Clinton remains an early favorite for members of the fund industry, a meaningful (and game-changing) minority remain uncommitted t...
Published: January 22, 2015
As part of a broader mission to empower the fund professional, SumZero maintains an internal, user-driven compensation database. This database, which launched in 2012, now hosts over 2,600 unique compensation entries. The feature was designed to help verified buyside professionals understand more...
Published: December 12, 2014
The FactSet Special Situations research contest is OPEN now and will remain open for submissions until Monday, December 22nd at 11:59pmET. This is the 3rd of 4 thematic contests we are running through the FactSet Top Idea Tournament series. The rules for the contest are as follows: (1) All submis...
Published: April 08, 2013
Wide diversification is only required when investors do not understand what they are doing. Diversification is a protection against ignorance. It makes very little sense for those who know what they’re doing.” –Warren Buffett, Berkshire Hathaway
Published: July 10, 2012
The current cycle of a temporary increase in Treasury prices is coming to an end in light of a proper reading of current metrics. When prices fall and constituents demand action, the most politically suitable course is more QE.