In Essentia’s Q1 2023 Behavioral Alpha® Benchmark ranking — which measured portfolio manager decision-making skill over the 36 months ending March 31 — we saw something we haven’t seen in this ranking before. A majority of active managers (64%) added value versus their benchmarks through their decision-making.
One such manager, Martin Walker of Invesco’s UK Opportunities Fund, didn’t just add value — he ranked in the top five of our Benchmark assessment (for the second time in the past year!).
In this 45-minute live Q&A, Martin and Essentia CEO Clare Flynn Levy discuss Martin's investment process, how he’s using decision attribution analytics to generate “behavioral alpha,” and what he’s doing that keeps landing him among the top managers in our ranking.
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