Tamale RMS Provides Insight into Analysts' Thinking at Weitz Funds


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Source: Advent Software
Date: August 2010
Type: Case Study
Rating: (0)

Overview: In a previous job, research analyst Barton Hooper had been introduced to a technology solution that seemed to be exactly what Weitz was looking for: Tamale RMS, the pioneering research management solution that is now part of the Advent suite. Tamale met a number of needs for Weitz, providing: a means of organizing research information according to the firm’s investment process. A conduit of clear communication between analysts and portfolio managers. A historical record of data and opinions on companies for tracking changes over time. “The more ideas you can process in a high-quality manner, chances are that the best ideas will end up in the portfolio, and you will have better performance over time.” Barton Hooper, Research Analyst, Weitz Funds, says, “The most important thing that Tamale does is provide context and relevance. It’s a well-organized, interactive repository of all of our research information, as well as a great means of organizing it.”

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