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sharpe_machine


Total Posts: 57
Joined: Feb 2018
 
Posted: 2020-05-17 19:04
Is it even a thing? Given how much can we scrape on a daily basis...

gamerx


Total Posts: 11
Joined: Sep 2012
 
Posted: 2020-05-18 03:24
Might be a good marketing strategy, but that's about it....

Its Grisha


Total Posts: 40
Joined: Nov 2019
 
Posted: 2020-05-18 15:57
Check out the firm CircleUp.. they do PE pretty quantitatively for a large dataset of consumer brands. I would say it's more than marketing in their case. (zero affiliation I promise)

edit: relevant article
https://www.institutionalinvestor.com/article/b1hr6f2xvm7jf1/CircleUp-Hires-From-AQR-for-Systematic-Private-Fund-Strategy

sharpe_machine


Total Posts: 57
Joined: Feb 2018
 
Posted: 2020-05-20 09:20
Interesting! Any color on their performance?

NeroTulip


Total Posts: 1071
Joined: May 2004
 
Posted: 2020-05-20 10:12
Two Sigma is using some quant techniques for their VC funds. Mostly for screening and ranking opportunities I think.

"Earth: some bacteria and basic life forms, no sign of intelligent life" (Message from a type III civilization probe sent to the solar system circa 2016)

Its Grisha


Total Posts: 40
Joined: Nov 2019
 
Posted: 2020-05-20 13:52
@sharpe_machine Not close enough to know but would be curious as well. Just heard about these guys on a podcast.

It's an interesting topic to me because as technology enables more data and frequent valuation to private names, the limit behavior seems like something that approaches public markets. At least on the PE side, VC is a different animal - investing in people mainly.

princeofbelair


Total Posts: 2
Joined: Feb 2020
 
Posted: 2020-05-20 21:58
Interesting. I've been hearing more quantitative techniques being used in the fundamental eq space now days, so I'm not too surprised by this, but great to hear wider applications. What podcast did you hear them on

Its Grisha


Total Posts: 40
Joined: Nov 2019
 
Posted: 2020-05-20 23:15
@princeofbelair Right here! http://investorfieldguide.com/caldbeck/

princeofbelair


Total Posts: 2
Joined: Feb 2020
 
Posted: 2020-05-21 00:46
@Its Grisha

Thanks man!
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