Client: Canopy Investors
Canopy is a 2024 long-only equity launch, spinning out of a large, global equities asset manager in Australia. Canopy Investors is a boutique global small and mid-cap equities manager investing in high quality companies trading at attractive prices. With its fundamental, technology-enabled, and collaborative investment approach, Canopy aims to grow and shelter investors’ wealth over the long term.
Idea Generation | Portfolio Construction | Research Management System
Client: Pzena Investment Management
Pzena Investment Management is a value-oriented investment management firm with over $50 billion in AUM. Since its inception in 1995, the firm has employed a disciplined, research-driven approach to long-term value investing and has subsequently built a diverse, global client base.
Idea Generation | Portfolio Construction | Risk Management | Professional Services
Client: Kindred Capital
As the former #1 Institutional Investor (II) ranked Chief Investment Officer at Morgan Stanley, Steve Galbraith made his career espousing the value of combining quantitative and fundamental philosophies. But when he left Maverick Capital to create Herring Creek Capital, he left behind one of the most efficient, effective, expensive and technologically rich environments on Wall Street.
Risk Management | Portfolio Construction | Research Management System | Idea Generation
Client: Sanders Capital
An equity manager with approximately $75 billion in Assets Under Management. As a value-driven investor focused on identifying market over-reaction (loss aversion), research and analysis are critical to the execution of Sanders’ strategy, and over the years of our work together we’ve endeavored to optimize the ways our services deliver data, reliability, and consistency so that the investment team can focus on strategy.
ESG | Professional Services
A global, tier one, Tiger/SAC spin, fundamental hedge fund with $10 Billion in assets.
Risk Management | Idea Generation | Professional Services
The fund chose a high performance, real-time, easy-to-use and configurable Risk Management solution from EDS – implemented with precision, quickly and affordably. It was built around their vision and investment process, streamlining workflows, providing valuable feedback, and supported by a highly experienced team of former investment professionals and quantitative analysts.
Risk Management | Portfolio Construction | Research Management System
The firm streamlined what had required multiple applications, vendors and manual processes into one, centralized, yet flexible solution across Idea Generation, Research Management (RMS), Portfolio Construction and Risk Management.
Idea Generation | Portfolio Construction | Risk Management | Research Management System | Performance Attribution
With the EDS Platform, our deep fundamental process is centralized and measurable – like having our investment team together 24/7, making sure our portfolio always represents our best and highest conviction ideas.
A global hedge fund, who started with EDS in 2020 with ~$500 Million in AUM. As of 2024, the fund has a deep fundamental investment strategy across $2+ Billion in AUM. The processes were fully integrated, with the ability to view and share data between the workflows, allowing the team to get the full picture, quicker and easier.
Risk Management | Performance Attribution | Research Management System | ESG | Idea Generation