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Tarik Aeta
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Aug 10, 2026
AI, Markets & the Next Wave of Growth | Portfolio Manager Views Podcast
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Vitali MossounovHOST
And without revealing necessarily the secret sauce, can either of you give the audience a hint of some of the more concrete things that make us special?

Tarik AetaGUEST
So if you look at, you know, ideas that ultimately go into the portfolios, sometimes it'll be, you know, the analyst will be talking to the management team, different management teams, you know, talking to the sell side, going to conferences and finding new ideas.

Tarik AetaGUEST
Also, we get ideas from our empirical team and, you know, they surface, you know, ideas from a quant perspective.

Tarik AetaGUEST
But basically all those ideas all get aggregated into our research management system, our RMS system.

Tarik AetaGUEST
And then within there, ideas get scored and prioritized and triaged between analysts and portfolio managers.

Tarik AetaGUEST
And once we go through that process, then the highest, most urgent ideas get prioritized.
12 MINS LATER