Fundamental investing

Proving Alpha: How a Hedge Fund Measures AI's ROI - Hari Kumar, Contour Asset Management

Proving Alpha: How a Hedge Fund Measures AI's ROI - Hari Kumar, Contour Asset Management

How Contour Asset Management, a $6B fundamental long/short technology, media and telecom fund, measures the return on AI spend through live A/B tests of analyst research, a cost per useful insight metric, timing agents that resurface old ideas, and AI workflows across trading, operations and compliance.