Perspectives - Woozle Research (Page 2)

The £8.6 Billion Question: Is AI Making Hedge Funds Smarter or Just More Expensive?

Citadel spent £8.6 billion on employee compensation across 2022 and 2023. A significant portion of that went to AI talent. Balyasny allocates roughly 1% of assets annually to recruiting, which translates to £280 million this year. Marshall Wace just told clients they'll face a new fee starting

The Commoditisation of Alpha: Why AI Makes Primary Research More Valuable, Not Less

AI has democratised quantitative analysis to the point where everyone has access to the same models, the same datasets, and increasingly similar conclusions.

Perspectives

Why 83% of Investment Professionals Say Their Due Diligence Needs Fixing

70-90% of M&A deals fail because of inadequate due diligence, representing billions in wasted capital and collapsed investment theses.

How to Run Due Diligence Surveys That Actually Move Deals

Most due diligence surveys waste time and money because middlemen optimise for completes, not answers.

Primary Research for Hedge Funds: A Framework for Generating Non-Consensus Insight

Investment-grade primary research requires triangulation across multiple sources, MNPI boundary awareness, and measuring cost per useful insight rather than cost per call.

Perspectives

Convergence: When Expert Calls Contradict, Research Becomes Noise

When expert calls contradict each other, most deal teams assume they need more calls. They do not. They need convergence. Triangulated research forces data from multiple methods and cohorts to either align around a truth or diverge in ways that surface real risk

Perspectives

Upstream: Building Conviction Through Better Questions

Conviction in primary research comes from better questions. This article breaks down why up to 40% of expert calls fail to move investment decisions, how poor question design destroys value upstream, and the exact framework top investors use.

Perspectives

How New Multi-Manager Hedge Fund PMs Should Select Research Providers

Portfolio managers waste up to $67,200 annually on primary research. Choosing a vendor is critical.

Perspectives

Fault Line: Why PE Research Infrastructure Is Breaking

PE holding periods hit 7+ years while add-ons reached 74% of deals. Most research infrastructure is still built for three-year holds. This article breaks down the math on wasted spend, the shifts top firms made, and how to rebuild for the long hold.

The Information Paradox: Why More Data Means Less Alpha

AI adoption has surged across investment firms, but alpha is harder to find because everyone feeds models the same public data. The edge has shifted to proprietary primary research.

The £8 Billion Write-Down: What HP's Autonomy Disaster Teaches Investors About Survey-Based Due Diligence

HP's £8 billion write-down on Autonomy proves that access to data is not due diligence

Perspectives

The Gap: Where Alpha Lives When AI Reads Every Document

AI now reads and summarizes deal documents in minutes but AI cannot tell you what customers actually think.