A data-driven approach to picking growth stocks and thematic baskets

Flirting with Models

English - January 23, 2023 09:00 - 14 minutes - 25.6 MB - ★★★★★ - 215 ratings
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Previous Episode: How quants have changed equity markets and how discretionary managers can use this information to sharpen their edge

Next Episode: What would Cliff Asness ask St. Peter at the pearly gates?

It’s no secret that high flying growth stocks were hammered in 2022, so I thought it would be fun to revisit my conversation with Jason Thomson back in Season 3.

Jason is a portfolio manager at O’Neil Global Advisors, where he manages highly concentrated portfolios of growth stocks.

Now, Jason is a discretionary PM, which may seem like an unusual guest for a quant podcast. But his approach is so data and process driven, it’s hard to tell the difference.

I selected a few questions about his take on growth investing in general, but I’d highly recommend you go back and listen to the original episode for his thoughts on portfolio construction and risk management as well.

Enjoy!