Essentia Analytics
@Essentia_AI
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Using behavioral finance and machine learning to improve portfolio management. Our Behavioral Alpha® Benchmark assesses manager skill, not past performance.
London/New York
Joined March 2013
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
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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
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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
essentia-analytics.com
Adapted from Stock Market Maestros: The winning habits, strategies, and mindsets of the world's best investors, which will be published by Harriman House in March 2026.
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Who wins & loses if corporate earnings reporting shifts from quarterly to semi-annual? In a new @CFAinstitute Enterprising Investor article, Essentia CEO Clare Flynn Levy examines what such a change would mean for investment professionals. https://t.co/PsDqRLmYhp
#BehavioralAlpha
blogs.cfainstitute.org
Clare Flynn Levy reflects on how reduced reporting frequency would alter real-world investment decisions, influencing which firms gain or fall behind.
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Q3 2025 Behavioral Alpha Benchmark is out: stock selection got harder, and execution skill sizing & timing made the difference. Check out the full Q3 analysis and see who made the Top 5. https://t.co/FisrYUf8Rl
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Q3 2025 Behavioral Alpha® Benchmark: Stock selection was under pressure -- but execution shined. This quarter, sizing, size adjusting, and entry timing drove results. See the Top 5 managers + full Benchmark: https://t.co/FisrYUf8Rl
#BehavioralAlpha #ActiveManagement
essentia-analytics.com
This quarter’s results show a shift in the drivers of decision-making skill — from stock selection toward capital-allocation and timing decisions.
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These exceptional portfolio managers have demonstrated outstanding decision-making skill over the past 36 months, earning top marks in our Q3 2025 rankings. View the full rankings and insights: https://t.co/FisrYUfGGT
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What if quarterly earnings disappeared? Essentia CEO Clare Flynn Levy explores what it would mean for investment professionals. “It’s not the frequency of the data that matters most, but what we do with it.” Read more: https://t.co/9X2TLRwDHT
#BehavioralAlpha #InvestmentAnalytics
essentia-analytics.com
The question of whether quarterly earnings reporting promotes or undermines long-term value creation is back on the table. With U.S. policymakers once again considering a shift to semi-annual...
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From a lumberyard to Wall Street, John Barr built his investing edge through discipline, starting small, scaling smart, and cutting losses fast. Details are in Stock Market Maestros by Essentia CEO Clare Flynn Levy & Lee Freeman-Shor: https://t.co/W7Arju0XfD
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Portfolio manager John Barr’s disciplined hunt for Hidden Compounders shows that success isn’t about being right more often – it’s about executing better. Read his story in Stock Market Maestros by Clare Flynn Levy & Lee Freeman-Shor: https://t.co/W7Arju0XfD
#BehavioralAlpha
essentia-analytics.com
Adapted from Stock Market Maestros: The winning habits, strategies, and mindsets of the world's best investors, which will be published by Harriman House in March 2026.
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Missed it live? Institutional investors face pressure to “do something with AI” - but in high-stakes workflows, experimentation isn’t enough. Catch the webinar replay with Clare Flynn Levy & Jie Tao, Ph.D., on practical AI use cases for allocators & PMs. https://t.co/s4mCjBlDb6
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Last Call to Register! 45-min webinar w/ Clare Flynn Levy & Jie Tao, Ph.D.: Practical AI for Allocators & PMs See real use cases of ChatGPT for everyday efficiency. September 17, 2025 at 4:00 PM (London Time) Register now: https://t.co/0ymdq9sJ9r
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Webinar Invitation: Practical AI for Allocators & Portfolio Managers How can institutional investors use AI productively—without the gimmicks & hype? Sep 17, 2025 at 4:00 PM London Register: https://t.co/H2EmqKsXMH
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How can institutional investors use AI tools like ChatGPT in real workflows? Join Essentia CEO Clare Flynn Levy & Jie Tao, Ph.D. on Sept 17 at 11am ET for Practical AI for Institutional Investors. Register here: https://t.co/H2EmqKspX9
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Maestros vs. Wizards. Read an exclusive preview excerpt from Stock Market Maestros, coming March 2026: https://t.co/9YnuTiZItV
#BehavioralAlpha #StockMarketMaestros
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“Maestros get exceptional performance results not by always picking the right stocks – indeed, they may be wrong more often than they are right.” From Stock Market Maestros, coming March 2026 Read an exclusive excerpt now: https://t.co/9YnuTiZItV
#StockMarketMaestros
essentia-analytics.com
From Stock Market Maestros: The winning habits, strategies, and mindsets of the world's best investors, to be published by Harriman House in March 2026.
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Our Q2 2025 Behavioral Alpha Benchmark results are live! These top portfolio managers have demonstrated exceptional decision-making skills over the past 36 months. See the full rankings and insights here: https://t.co/CPjOHT4Zez
#BehavioralAlpha #ActiveManagement #InvestmentSkill
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Q2 2025 Behavioral Alpha® Benchmark: Adding Value Active equity managers are back in value-additive territory. Congrats to the Top 5 for standout decision-making skill over 36 months: https://t.co/CPjOHT4Zez
#BehavioralAlpha
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“The best investors aren’t more accurate — they’re more effective.” From Stock Market Maestros, coming March 2026 Read an exclusive excerpt now: https://t.co/6JDb7KJeVD
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Most managers get it wrong more than they get it right. Maestros? They execute better. In this excerpt from Stock Market Maestros, Clare Flynn Levy explains what actually qualifies a top investor — and why it’s not just performance. https://t.co/6JDb7KJeVD
essentia-analytics.com
From Stock Market Maestros: The winning habits, strategies, and mindsets of the world's best investors, to be published by Harriman House in March 2026.
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