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Data enhancements
We continued enriching OWL’s universe of managers and allocator holdings. In July we increased the total number of managers in the OWL system to 10,500 across all asset classes. We also added 1,779 allocator holdings (e.g., manager investments), bringing the total to 34,000 allocator holdings with over 30,000 mappings to an OWL manager.
New & Updated Features
Once-Click Reference Checks
We’re excited to announce that employee cards now have a link to a one-click reference list, allowing users to quickly tee up references and avoid laborious LinkedIn searches:
Clicking this link will take you to a table that displays any shared work history between that person and nearly 1 million other individuals in OWL's people database:
Updated Shorts Display
Last month, we added shorts to the ‘Manager’ and ‘Security’ views in OWL. This month, we also added shorts to the ‘My Portfolios’ view. Users can now see disclosed short holdings across a custom portfolio of managers they track in OWL. OWL users can set up an unlimited number of custom portfolios in the platform in order to track aggregated returns and exposures across those groups:
Updated Allocators View
We updated the ‘Allocators’ view under a manager’s profile to make it easier to see which specific vehicle allocators are invested in with that manager:
Manager Tags
Tags for a manager’s fund type are now clickable. Clicking the tags for a manager’s fund type now redirects to a filtered list of all managers that share a similar tagging. We are actively working on rolling out additional tagging, which should further enhance the search process across the platform.
Dynamic Tag Management
Once you create a custom search using manager tags, you can now add or remove tags for more specific filtering directly from the populated list of managers. We will continue adding more ways to search & filter for managers in the coming months.
Security Page Refresh
We updated the formatting for the stock-level homepages to make them more user-friendly. The improvements include new download options, including plotted buys/sells by the selected managers, and a more mobile-friendly view:
Many of these smaller improvements, in addition to the larger feature releases, were based on user feedback and suggestions. Please keep sharing your ideas and pain points, and we will continue to incorporate them into our product roadmap!
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