<U/O> Matrix - Establishing Predictive Value: Applied Indexation, Hierarchical Data Sets and Competitive Market Information is currently available below without restriction, developed with the intent to improve peer group analytics and valuation.
<U/O> Applied Indexation methodology introduces the concept of business segment operations as a means to highlight the modularity of corporate profiles, producing deeper comparables by deconstructing a company’s revenue line then linking resultant business segment operations across asset classes and capitalization within a designated composite benchmark portfolio.
The premise is to complement existing institutional portfolio strategies and lend Tier-2 Alpha and Alpha-Beta screening tools to effort outperformance in both up and down markets.
A goal of this <U/O> Applied Indexation abstraction is to demonstrate the many persistent Venn-like qualities present throughout the capital markets which may be exploited for profitable portfolio positioning at distinct points of inflection.
While capital markets inefficiencies is not a new concept, perhaps the attributes of <U/O> Applied Indexation may be another useful tool for research teams and client driven solutions.
Please message direct with any questions or for product development considerations.