Patrick O'Shaughnessy

You may already know AlphaSense as the market intelligence platform trusted by 75% of the world's top hedge funds, providing access to over 500 million premium sources from company filings and broker research to news, trade journals, and over 200,000 expert transcript calls.

What you might not know is that they've recently launched something game-changing, AI-powered channel checks.

Channel checks give you a real-time, expert-driven perspective on public companies weeks before they show in earnings or consensus revisions.

AlphaSense uses an AI interviewer to run thousands of expert calls with real human experts every month, asking consistent questions across experts so the signals are clean, comparable, and useful.

You get live updates as interviews come in, full transcript access and coverage across every major sector.

Instantly compare insights across experts and analyze quarter over quarter trends in sentiment and key performance indicators.

For investors trying to stay ahead of the fast moving markets, it's already table stakes.

Hello and welcome, everyone.

I'm Patrick O'Shaughnessy, and this is Invest Like the Best.

This show is an open-ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money.

If you enjoy these conversations and want to go deeper, check out Colossus Review, our quarterly publication with in-depth profiles of the people shaping business and investing.

You can find Colossus Review along with all of our podcasts at joincolossus.com.

My guest today is Jeff Horing.

Jeff co-founded and leads Insight Partners and has been the managing director since 1995.

This is one of Jeff's first public conversations about building one of the world's most successful technology investment firms with over $100 billion of assets under management.

Jeff reveals the mechanics behind Insight's legendary sourcing machine.

It's 60 to 80 people systematically calling companies worldwide.

He explains their contrarian one-fund strategy that deploys $12 billion across everything from $10 million growth deals to billion-dollar buyouts and why he thinks this creates unmatched competitive advantages.

We discuss their remarkable talent diaspora, AI representing a TAM accelerator, and Insight's five-ingredients framework for perfect investments.

Please enjoy this great conversation with Jeff Horing.