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Finding Treasure In Corporate Earnings Reports: An Algorithmic Approach to Fundamental Research

Finding Treasure In Corporate Earnings Reports: An Algorithmic Approach to Fundamental Research

February 14, 2021 | AI Driven Investment Strategies, Alternative Data, Model Portfolios, Algorithmic Investing, Alternative Data, Analysts Consensus investing, Backtest, Big Data, Big Data, Predictive Analytics, AI Driven Investment Strategies, Alternative Data, Model Portfolios, Press Release, Alternative Data, Data Provider,

Erez Katz, CEO and Co-Founder of Lucena Research Traditionally, analysis of corporate earnings reports such as 10K and 10Q has been a task for the fundamental researcher. Hedge fund managers, research analysts and finance experts would normally wait impatiently for…

Applying Newsfeed Sentiment for Algorithmic Investment

Applying Newsfeed Sentiment for Algorithmic Investment

January 25, 2021 | Ai Driven Investment Strategies, AI Driven Investment Strategies, Alternative Data, Model Portfolios, Algorithmic Investing, Alternative Data, Alternative Data, Model Portfolios, Machine Learning, Press Release, Press Release, Alternative Data, Press Release, Alternative Data, Data Provider,

By Erez Katz, CEO and Co-Founder of Lucena Research  In June of 2020, Lucena partnered with Benzinga to evaluate whether an AI approach to news feed sentiment is predictive for active investment.  It is widely agreed that news media is the most…

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A New Era For Model Portfolios Powered by Big Data & AI

A New Era For Model Portfolios Powered by Big Data & AI

January 19, 2021 | Ai Driven Investment Strategies, AI Driven Investment Strategies, Alternative Data, Model Portfolios, Algorithmic Investing, Alternative Data, Machine Learning, Press Release, Press Release, Alternative Data, Press Release, Alternative Data, Data Provider,

Authored by: Erez Katz

The Art and Science Of Winning in Any Market Regime

The Art and Science Of Winning in Any Market Regime

December 13, 2020 | Ai Driven Investment Strategies, AI Driven Investment Strategies, Alternative Data, Model Portfolios, Algorithmic Investing, Alternative Data, Machine Learning, Press Release, Press Release, Alternative Data, Press Release, Alternative Data, Data Provider,

Authored by: Erez Katz

The Mother of all Sector Rotation Strategies

The Mother of all Sector Rotation Strategies

August 10, 2020 | Algorithmic Investing, Alternative Data, Big Data, fintech,

Authored by: Erez Katz

Lucena Research, Benzinga Cater To Emerging Demand For Algorithmic, Machine Learning Insights

Lucena Research, Benzinga Cater To Emerging Demand For Algorithmic, Machine Learning Insights

July 14, 2020 | Algorithmic Investing, Alternative Data, Machine Learning, Predictive Analytics, Press Release, Press Release, Alternative Data, Press Release, Alternative Data, Data Provider,

We spoke to Benzinga about our recent partnership and our commitment to helping investors gain access to what has been traditionally a luxury of the few with a clear goal of helping investors gain access to scientifically-backed investment decisions. Read…

Unique Approach to Analysts Consensus Sentiment Utilizing Dynamic Machine Learning Training

Unique Approach to Analysts Consensus Sentiment Utilizing Dynamic Machine Learning Training

June 16, 2020 | Ai Driven Investment Strategies, Algorithmic Investing, Alternative Data, Analysts Consensus investing, Convolutional Neural Networks, Deep Learning, Machine Learning, Model Portfolios, Neural Networks, Stock Forecasting, Time Series Data,

Authored by: Erez Katz

Mobilizing Alternative Data to Capitalize on the Unique Opportunities the Covid-19 Crisis Presents

Mobilizing Alternative Data to Capitalize on the Unique Opportunities the Covid-19 Crisis Presents

May 18, 2020 | Ai Driven Investment Strategies, Algorithmic Investing, Alternative Data, Convolutional Neural Networks, Deep Learning, Machine Learning, Neural Networks, Stock Forecasting, Time Series Data,

Authored by: Erez Katz

Winning Strategies In a High-Volatility Environment How Hedge-Funds are Making a Killing While Others are Losing Their Shirts

Winning Strategies In a High-Volatility Environment How Hedge-Funds are Making a Killing While Others are Losing Their Shirts

April 20, 2020 | Ai Driven Investment Strategies, Algorithmic Investing, Alternative Data, Convolutional Neural Networks, Deep Learning, Machine Learning, Neural Networks, Stock Forecasting, Time Series Data,

Authored by: Erez Katz

The Science Behind Stop-Loss & Target Gain – Learn When to Exit a Position

The Science Behind Stop-Loss & Target Gain – Learn When to Exit a Position

March 20, 2020 | Ai Driven Investment Strategies, Algorithmic Investing, Alternative Data, Convolutional Neural Networks, Deep Learning, Machine Learning, Neural Networks, Stock Forecasting, Time Series Data,

Co-Authored by: Erez M. Katz (CEO & Co-Founder) and Stuart Colianni (Quant)

Selecting Features with Permutation Importance

Selecting Features with Permutation Importance

March 2, 2020 | Ai Driven Investment Strategies, Algorithmic Investing, Alternative Data, Convolutional Neural Networks, Deep Learning, Machine Learning, Neural Networks, Stock Forecasting, Time Series Data,

Authored by: Stuart Colianni / Quantitative Analyst @ Lucena Research.

A Dynamic Labeling Approach for Financial Assets Forecasting

A Dynamic Labeling Approach for Financial Assets Forecasting

February 26, 2020 | Ai Driven Investment Strategies, Algorithmic Investing, Alternative Data, Convolutional Neural Networks, Deep Learning, Machine Learning, Neural Networks, Stock Forecasting, Time Series Data,

Authored by: Tarun Bhatia, Stuart Colianni, Taylor Korf, and Erez Katz

Clustering for more effective model training

Clustering for more effective model training

February 26, 2020 | Ai Driven Investment Strategies, Algorithmic Investing, Alternative Data, Convolutional Neural Networks, Deep Learning, Machine Learning, Neural Networks, Stock Forecasting, Time Series Data,

Stuart Colianni, Quantitative Researcher at Lucena Research

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