Using behavioral finance and machine learning to improve portfolio management. Our Behavioral Alpha® Benchmark assesses manager skill, not past performance.
Our latest Behavioral Alpha Benchmark ranking looks at portfolio manager decision-making over the three years ended March 31, 2026.
See the results and analysis here: https://t.co/XrEqAwaA08
What do elite investors do after they buy a stock?
Join Lee Freeman Shor and Clare Flynn Levy on June 10 for a live webinar on Stock Market Maestros.
We'll discuss the behaviors that distinguish exceptional investors.
Register: https://t.co/rTUuYUbJtv
Investment success is not just about what stocks you own.
On the Afford Anything podcast, Essentia CEO Clare Flynn Levy discusses how bias, emotion and relationships can shape investment decisions when markets are under pressure. https://t.co/evqmhKjuPO
Congratulations to the Top 5 in our New Behavioral Alpha Benchmark rankings! These portfolio managers have shown outstanding decision-making skill across the past 36 months. https://t.co/XrEqAwaA08
🧠 Connoisseurs run winners. Quick profit takers. Rabbits freeze on losses. @cflynnlevyintroduces “Lumberjacks” from her new book Stock Market Maestros. Which tribe are you? TDI Podcast drop: #BehavioralFinance#StockMarketMaestros#TradingAlert
https://t.co/DutuRcwd3V
Most investors know they should cut their losses sooner. Very few actually do it.
In a market like this one, that gap gets expensive.
Essentia CEO Clare Flynn Levy explains why → https://t.co/67TQoq71sN
#BehavioralAlpha#StockMarketMaestros
Essentia CEO Clare Flynn Levy joined The Investor with Dr. Joel Palathinkal to discuss what makes a Stock Market Maestro and why decision-making, not outcomes, defines skill.
Watch the full episode: https://t.co/TVtdOBVMxA
Today in @Citywire, @AlgyHall talks to Essentia CEO Clare Flynn Levy about the insights in "Stock Market Maestros," her new book co-written with Lee Freeman-Shor:
https://t.co/p8n3yeNdGH
#StockMarketMaestros#BehavioralAlpha
What does “mission impossible” look like in investing?
Josh Goldberg:
• Launched with <$10M (1 in 500 odds to reach $100M)
• Beat stage-four cancer (2% survival odds)
• Built a disciplined, process-driven fund
His edge? Decision-making discipline.
Read: https://t.co/AdBcgVtxaA
Most investors focus on stock picking.
Elite investors focus on the decisions that follow.
Stock Market Maestros reveals how 12 exceptional investors manage sizing, timing, and risk. Learn more:
https://t.co/DEBScPjAGg
#BehavioralAlpha#ActiveManagement#InvestmentSkill
Stock Market Maestros is on sale now!
Lee Freeman-Shor and Essentia CEO Clare Flynn Levy profile twelve exceptional active equity managers to explore what sets their decision-making apart, and how those lessons can improve any investment process Learn more:https://t.co/DEBScPk8vO
Business Insider features Stock Market Maestros -- the upcoming book co-written by bestselling author Lee Freeman-Shor and Essentia CEO Clare Flynn Levy:
https://t.co/s7exPMyOwY
#BehavioralAlpha#StockMarketMaestros@BusinessInsider
@BusinessInsider features Stock Market Maestros -- the upcoming book co-written by bestselling author Lee Freeman-Shor MSc LL.B (Hons) and Essentia CEO Clare Flynn Levy.
https://t.co/s7exPMyOwY
#BehavioralAlpha#StockMarketMaestros
Stock Market Maestros -- co-written by bestselling author Lee Freeman-Shor and Essentia CEO Clare Flynn Levy -- goes on sale March 3 and is available for pre-order now! Details: https://t.co/iuiOzDdlnK
#behavioralalpha#stockmarketmaestros
When relative returns get noisy, outcomes alone don’t tell you whether skill is present.
Decision analytics shift the focus from luck to how value is actually created -- or destroyed -- through investment decisions.
Read here: https://t.co/c0LtWUB6VE
Markets test investors most when uncertainty is highest. When emotion overwhelms analysis, opportunity follows. At Liontrust AM PLC, James Inglis-Jones & Samantha Gleave use objective signals to guide decisions during periods of elevated investor anxiety. https://t.co/W7k2lcIgWG
Disciplined, evidence-based execution drives strong investment outcomes.
At Liontrust AM PLC, James Inglis-Jones & Samantha Gleave combine cash-flow fundamentals with objective signals. Read the preview https://t.co/W7k2lcIgWG
Sneak peek at Stock Market Maestros, by Lee Freeman-Shor and Essentia CEO Clare Flynn Levy:
James Inglis-Jones and Samantha Gleave show why execution determines outcomes — letting winners run and cutting losers before things get ugly.
#BehavioralAlpha
https://t.co/W7k2lcIOMe