About Picking Alpha

Picking Alpha (www.pickingalpha.com) is an independent online publication on investments in undervalued markets and water-energy-food nexus.  Though we focus not on just any investment but on Alpha, meaning the investments which can provide performance above the bench-marked (or index) ones in the industry.

We address the demands and needs of two players on these markets – investors who are looking for information about potentially attractive trends, industries and particular businesses, from one side. From the other side we provide information for businesses (from innovators, start-ups, SMEs to large businesses) operating in the chosen areas and looking for investors and markets to develop and grow their businesses.

Concentration on long, medium and short term trends is a basis on which we develop our information platform.   To jump on a real trend at the very beginning is a dream of all investors as well as timely exit out of the market.  For value investors the longer the trend the higher the expectations of their yields.   For medium and short term investors it is a different story – today due to the globalization and rapid technological changes the understanding of the length of the trend is quite different.  They have become shorter, less “obvious”, sometimes accompanied by an unusually high volatility, sometimes undetectable at the launch – all the trends were affected by   the myriads of changes.   Therefore it becomes more and more important for investors to evaluate and properly manage their risks prior to making any investment decisions.  And one of the   most important aspects of risk management is a macro policy in that or another region, fiscal policy, and monetary policy, conditions for national and outside investment.  That is why we deliver the first hand, genuine information on these topic – we interview policy makers, bank managers, leaders of professional associations, leading scientists.   All this helps us to present the macro situation in the country or region from various points of view; it helps us to maintain our status of independent platform.

Another angle of our view is micro situation – also from the point of view of risk and profitability.  Are there any innovations, start-ups, SMEs in the country and industry which could be attractive for investments?  The size of the investments?  Rate of return in the industry?  These and many others are the questions which should be answered beforehand.  For those businesses and start-ups which are looking for investors it is very important to know also about competiveness of their businesses,   how to find an investor, what investors are expecting from them.   This is a base of our education page, an ongoing questions and answers for life learning in business and investments.   Education is a very important and organic component of any investment/business launching process.

Now we are particularly interested in a launch of the trend which promises to be very long term, that is about to change many markets.  This trend has been supported by the policies, legislation and some businesses – Circular Economy.   In the womb of this integral trend, based on the philosophy of effective resource management (Zero waste), many other smaller investment attractive trends and promising for innovators have been developed.  Nothing is more permanent than the change, so are striving to develop our information platform with that in mind.  For us there are only two permanent things – market changes and a need to prosper on the market, so we deliver information that can open new opportunities.

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