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"Cabot allows us to look at our strategy and investment process in a different context than traditional analytics. We can probe deeply into the heart of what investment management is all about — how effective are we at maintaining our current positions, creating new positions (buys) and exiting positions (sells), and where can we improve."

Jeff Schwarte
Portfolio Manager
Principal Global Investors

Improving Deliberately

Knowing is better than believing - if your goal is to do your best today while learning and improving for tomorrow. For managers it starts by knowing the answers to basic questions like: How does your portfolio generate most of its alpha - buying, selling or position sizing? Where is your process strongest and where can you benefit from refinement? Are behavioral tendencies hurting performance?

Just complete the form below and you'll be on your way to developing greater self awareness and using this knowledge to improve.

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