How Federal Government Contract Receivables Data Can Benefit Hedge Funds
For hedge funds, federal government contract receivables data remains a largely untapped but highly powerful resource. …
Pfizer: 10% U.S. Government Exposure in Q1 2024
It has been well documented that companies maintaining continued success in public procurement, also enjoy more predictability …
L3Harris: Outlook Boosted on Strength in Communication and Space & Airborne Systems
It has been well documented that companies maintaining continued success in public procurement, also enjoy more predictability …
Lockheed Martin & Northrop Grumman: Insights from Government Subcontracting Partnership
The US federal government contracts landscape is so vast and intricate that managing major projects requires extensive collabor…
Latest Government Contracts Signifying Germany’s Defense Spending Surge
Germany's military is undergoing a dramatic transformation fueled by a significant increase in German defense spending. Thi…
3 Quantitative Strategies Based on Alternative Data
What is the value of information? In modern-day investing information is the biggest advantage an investor can hold. A…
The Impact of Government Contracting on the Financial Performance of General Dynamics and Textron
Key points: In 2021, the U.S. Government (70%) and foreign government buyers (10%) accounted for 80% of General Dynamics …
The Significance of Government Contracting for Lockheed Martin as the Go-to Government Bond Proxy
Table of Contents: 1. The Impact of Government Contracts on Lockheed Martin 2. Lockheed Martin 2022 Q…
How Hedge Funds Are Using Alternative Data
Alternative data has been identified as “the deepest, least utilized alpha source in the world today”. Fund manager…