Clare Flynn Levy

Lee Freeman-Shor, an investment manager and author who studies fund manager behavior, and Claire Flynn Levy, founder of Essentia Analytics and former CIO, discuss how top investors win by process not pick accuracy. They cover why pros are often wrong, rules-based selling and sizing, handling losers and letting winners run, and real-world case studies on repeatable systems and market quirks.

Clare Flynn Levy, Founder and CEO of Essentia Analytics, shares her insights on the behavioral alpha score, a groundbreaking metric for assessing investor decision-making skills. She emphasizes the decline of traditional alpha generation methods and the importance of understanding one's decision-making processes. Clare delves into how emotional biases, such as loss aversion, affect investment choices and the need for structured evaluation over varying timeframes. She also discusses the evolution of fund selection metrics and the growing importance of transparency in investment management.

Lee Freeman-Shor, former fund manager and author focused on execution and decision-making, and Clare Flynn Levy, founder of Essentia Analytics who builds analytics to evaluate managers. They discuss distinguishing skill from luck, behavioral metrics like the BA score, payoff ratio versus hit rate, selling rules such as the 15-month insight, position sizing, and why process and recent decision skill matter.