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View the article online at http://citywire.co.uk/wealth-manager/article/a736495

James Clunie: I’m in a shorting ‘arms race’

by Robert St George on Mar 07, 2014 at 11:33

Yet Clunie appreciated that competitors were parsing the same information. ‘You can never relax. People know these databases are valuable and they are constantly trawling them, so I continue to do research. It is almost like a research arms race when a new dataset comes out: you research it and get an edge, then someone else finds a new database, and you’re constantly competing to try to find better meaning.’

He continued: ‘Now, they have the right to research back and try to overtake you, so I do think of it as a war. If you are at least doing this best practice, you are probably better than average because the average manager probably does not have the time or resources or focus to do this. If you are better than average at something in the markets, you might have an edge. You can never relax and it is a constant research arms race, but I think there is a limited number of people doing this thorough work.’

At the moment, Clunie’s research is focusing on what is emerging from the new disclosure requirements on short sellers and on what can be gleaned from M&A data.

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