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Data enhancements
During May, we added 1,170 managers, bringing the total number of managers in OWL to ~8,500. With those managers came 300,000 new public equity positions. We also updated our ADV data to include Q1 data. Managers are required to file their annual ADV by 3/31, so this was a significant data update, highlighting how managers’ businesses have changed over the past year.
New/Updated Features
Search by Asset Class
Our location search feature that we launched in March now includes the option to filter by manager type (hedge fund, venture capital, etc.). We will continue to add additional tags and filters here in the coming months to enable users to further refine their search results to what is most relevant for them.
Fund List Updates
On the list of funds disclosed by each manager, we added “NEW” tags to make it easier to identify which funds are new in the manager’s most recent filing. In addition, we added a column to note the first time a fund appeared in a manager’s ADV.
Updated “My Portfolio” Pages
As a reminder, users can create custom groups of managers in OWL’s “My Portfolio” section in order to aggregate their returns and exposures. From a formatting perspective, we launched a significant refresh to the portfolio pages to make them faster and easier to read.
Additional allocator tags
As we’ve added managers into OWL and collected more data, we’ve been able to tag more of the allocators’ holdings to managers. More than 90% of our allocator holdings are now tagged to a specific manager, up from about 30% a year ago.
Simplified Top 10 Disclosed Positions
For managers with public equity positions, we simplified the portfolio snapshot that you see on the dashboard by removing a few columns and converting the “Increase”/”Decrease” tags into a column showing the manager’s recent activity in the stock:
Historical Positions Searchability
For each manager, users can see their historical portfolio of public equity positions and how that has changed over time. For managers with a large number of positions, it can sometimes be difficult to locate a particular stock, so we added a search feature on the page that enables users to search for a company and filter the table to only show those results.
Usability and Updated Formatting
We made a number of changes to make the site faster, with some pages loading up to 80% faster than previously. In addition, we added csv, png, and svg download options to several key charts so that users can easily export the data.
We also updated formatting across a few key charts, including manager returns, in order to make them more easily readable. All returns now use the same format across the site.
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