David Weisburd

Looking back and having perfect hindsight.

What's the best practices for what endowments should do during a downturn?

Did the top funds, the top venture funds, these unobtainium hedge funds at the time, did those open up during that crisis and was there an opportunity to come in?

One of the hardest things of investing is seeing what's shifting before everyone else does.

For decades, only the largest hedge funds could afford extensive channel research programs to spot inflection points before earnings and to stay ahead of consensus.

Meanwhile, smaller funds have been forced to cobble together ad hoc channel intelligence or rely on stale reports from sell-side shops.

But channel checks are no longer a luxury, they're becoming table stakes for the industry.

The challenge has always been scale, speed, and consistency.

That's where AlphaSense comes in.

AlphaSense is redefining channel research.

Instead of static point-in-time reports, AlphaSense channel checks delivers a continuously refreshed view of demand, pricing, and competitive dynamics powered by interviews with real operators, suppliers, distributors, and channel partners across the value chain.

Thousands of consistent channel conversations every month deliver clean, comparable signals, helping investors spot inflection points weeks before they show up in earnings or consensus estimates.

The best part?

These proprietary channel checks integrate directly into AlphaSense's research platform, trusted by 75% of the world's top hedge funds, with access to over 500 million premium sources.

From company filings and brokerage research to news, trade journals, and more than 240,000 expert call transcripts.

That context turned draw signal into conviction.

The first to see wins, the rest follow.

Check it out for yourself at alpha-sense.com slash how I invest.

So if you think about it, endowments have this infinite time horizon.

So if you think about getting into these funds as almost free money, I know you would never phrase it that way, but alpha and capturing this alpha, getting a foot in the door and expanding your position could not only help you today, but for many decades to come.