The results
The impact of Thematic Intelligence and Investments was transformative for VegTech and the EatV fund.
The process of pre screening and filtering investment opportunities shrank from taking weeks of manual research to a matter of hours. Suddenly the number of companies VegTech could investigate grew by several orders of magnitude.
This included being able to examine translated information from a host of languages, meaning their researchers could explore global equity opportunities across the globe just as quickly as domestic ones.
Described in their own words as a ‘mega-trend’, this automated efficiency resulted in a huge time saving for their research efforts.
Multiple screens and fields could be set up in the space of a day, meaning that the enormous scope of industries they were covering could be cross-referenced and researched in a fraction of the time needed via traditional methods.
It wasn’t just the time saving though – the level of intelligence and customisability delivered by FactSet and CID meant their fund managers could quickly specify and explore potential companies at a far deeper level, capturing hyper-relevant information on repeat.
Ordering and filtering meant that companies that were only superficially suitable could be quickly checked and avoided. One Italian dessert company ticked every box for EatV – until their liquidity and volume was scrutinised and found to fall short.
But for those that have been uncovered and invested in, the returns are already speaking for themselves; A recent addition to the fund is already generating alpha. In VegTech’s own words, Thematic Intelligence and Investments’ impact is nothing short of ‘ground-breaking’.
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