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Today we are recapping highlights of a discussion between Chris Terry, Vice President, Portfolio Manager, and Senior Research Analyst at Dallas-based RIA, Hodges Capital Management, and Nick Mazing, Head of Research at Sentieo. Nick: Can you tell us about your background and the focus of Hodges Capital Management? Chris: I am a portfolio manager, analyst,…
About the Customer LockerDome (“an ad platform with a brain”) is a software designed specifically for performance-based advertising. LockerDome, headquartered in St. Louis, Missouri, is trusted by leading advertisers and publishers to drive revenue. Advertisers trust LockerDome’s ad platform to generate revenue from product sales, and publishers trust LockerDome to maximize revenue from their website,…
Challenge The desire for a more powerful document search and the need for document tagging and annotation abilities were the primary reasons that the RGA team wanted to switch to Sentieo. Prior to Sentieo, they were using Bloomberg. They have since removed a Bloomberg license, as Sentieo has rendered it redundant. “Nothing else on the market came close to offering…
Challenges Faced Without an RMS (Research Management System): With a lean team and a rigorous research process, Chris Devlin, founder of Selective Wealth, wanted a solution that would save him time. He wanted to spend less time trying to find information, and more time analyzing his findings to create more alpha-generating ideas. Before switching to…
Challenge The Vision Research team needed a tool that would allow for thorough document research, but also allow them to quickly organize and communicate ideas across their remote team. Solution and Results One of Vision’s clients recommended Sentieo to Robert and his team, and they were immediately impressed with Sentieo’s Document Search, and especially Sentieo’s Notebook research management system. Robert and…
About The Customer: Memphis Research in Memphis, TN Using Sentieo Since 2016 Memphis Research offers investment research, portfolio management, and consulting services for the hedge fund industry. Chad Gilliland (President) and Will Frazier (VP/Director) started the firm together in 2011 after working together at a hedge fund for some time. The Challenge Before Sentieo, the Memphis Research team had…
