The continued focus on financials that many asset managers display today is therefore a paradox, as this approach, taken in isolation, does not offer crucial insights into one of the most important performance drivers - corporate culture. Our goal with this project is to develop a platform that leverages the latest advances in computational linguistics, advanced analytics, and artificial intelligence (AI) to provide automated, in-depth insights into corporate culture. To identify and quantify various culture factors, we aim to create a unique database that combines multiple open data sources with quantitative and qualitative data. We also want to create an intelligent linguistic model that reveals correlations between key cultural factors and performance. The REQ Cultural Index model will not be a substitute for how we manage capital and make investment decisions. However, we believe it can provide better insights, a deeper cultural understanding, and be a unique tool to create value for our investors.
Fund details: REQ Global Compounders Below is a description of the Fund's top 10 positions3:
Constellation Software Constellation Software (CSI) is a Canadian software conglomerate founded in 1995 by current CEO, Mark Leonard. The company follows an acquisition-based strategy, buying small software companies in a variety of industries. These acquisitions operate with a high degree of autonomy. CSI is basically a collection of private companies with permanent capital
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