Capturing alpha: A bridge between quantitative and fundamental disciplines

20/10/2025 45 min

Listen "Capturing alpha: A bridge between quantitative and fundamental disciplines"

Episode Synopsis

Listen in and learn about the systematic effort to harness Fidelity’s proprietary fundamental data, alternative data, and quantitative capabilities in new ways to produce pure alpha strategies for investors. Join Alternative Angles host Steve Rosen for a sit-down with Gilbert (Gil) Haddad, Fidelity’s chief investment officer of advanced strategies and research, as they dig into what makes alpha capture strategies tick. Among other insights, their conversation focuses on:How to think about different types of alpha capture as a component of a broader portfolio.Sorting through alpha capture signals, including alternative data, extracted from Fidelity’s decades of fundamental research and portfolio management to generate investment ideas.Opportunities for data exploration and utilization–and the future of Fidelity’s alpha capture business.