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In this video, Causeway quantitative analysts highlight two unique sources of alternative data that we now use in our investment processes.
Key insights
- Most alternative data is trying to get a more real-time gauge of financial performance, a practice commonly referred to as “nowcasting.”
- We have used credit card and mobile app data to better inform our investment theses for companies.
- Given alternative data's short history, Causeway's sector-focused fundamental colleagues help to validate the efficacy of these datasets.