EDS to Power Canopy Investors’ Research Management and Portfolio Construction Processes
Growing demand from fund startups to adopt a scalable, advanced workflow and analytics platform
NEW YORK–(BUSINESS WIRE)–#assetmanagement–Equity Data Science, Inc. (“EDS”), an investment process management (IPM) software provider that delivers decision-support and productivity tools to hedge funds and asset managers, announced today that Canopy Investors, a boutique global small and mid-cap equities manager, has deployed EDS for its Research Management System (RMS) and Portfolio Construction solutions.
The EDS platform offers users more control over their data, surfacing actionable insights to execute their investment vision more efficiently for optimal decision-making. It features configurable workflows and analytics to utilize across the entire investment process, or gradually build up to it with its scalability, according to the clients’ needs. The combination of research management and portfolio construction solutions brings an integrated, dynamic approach to data management, position sizing and conviction measurement. Clients of EDS range from leading, high-profile hedge fund startups seeking a turnkey platform with less vendors to manage, to large multi-billion-dollar asset managers and pension funds requiring a single source of truth from varying quantitative and qualitative data sources.
“EDS really understands our needs and has been great to collaborate with,” said Michael Poulsen, Co-Founder and Portfolio Manager of Canopy Investors. “We are thrilled to be able to leverage their advanced capabilities to automate our investment process, allowing us to support our critical processes, make better investment decisions off the bat, and scale, as we grow.”
Greg McCall, President and Co-founder at EDS, said: “We are committed to offering flexible, configurable and buildable workflow and analytics solutions for investment teams to create a balanced, best ideas portfolio. The EDS platform is an ideal solution for Canopy Investors and we are excited to have been chosen to support their fundamental, technology-enabled and collaborative investment approach.”
About Canopy Investors
Canopy Investors is a boutique global small and mid-cap equities manager investing in high quality companies trading at attractive prices. With its fundamental, technology-enabled, and collaborative investment approach, Canopy aims to grow and shelter investors’ wealth over the long term. Canopy was founded by Kris Webster and Michael Poulsen, who partnered with Bennelong Funds Management in 2024. The team has more than 40 years of collective experience investing in listed global equities and has worked together for more than a decade. Together the team manages the Canopy Global SMID Fund, which invests in a concentrated portfolio of high quality small and mid-cap companies across a range of sectors and global markets.
About Equity Data Science
Equity Data Science (EDS) is an investment process management (IPM) solutions provider that empowers many of the world’s leading hedge funds and asset managers through greater insights and productivity for decision-making. Trusted since 2012, it harnesses proprietary and third-party data and research on a modern platform configured to the unique investment visions of clients. The EDS platform supports idea generation, research management, portfolio construction and analytics, risk management, performance attribution and ESG.
Contacts
Media
Theresa Elamparo, Equity Data Science
Phone: +1.908.510.0412
Email: [email protected]
https://www.equitydatascience.com
