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Equities Special Report

Introducing Smart Sectors: Equity Clustering Based On PCA

Published on

A machine learning approach to synthesize 'Smart Sectors' for mid- to large-cap US Equities, which we demonstrate in a backtest to provide superior risk-adjusted returns using the BCA Score.

BCA Research | Equities

Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.

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