The following is a “beginner’s guide” or Primer to unlocking the power of LLMs. This “Quantamental” series is intended for fundamental and discretionary research analysts who are seeking to incorporate quantitative methods into their research process. As a practitioner of over 20 years who's also made the journey, I'm sharing my research process step-by-step to demonstrate the power of these tools to build and to test an investment thesis.

In Primer 1, we will upload Sellside/Buyside global stock market outlooks to ChatGPT and synthesize an outlook on global equities, risk factors, sector performance, and regional forecasts. We will use the synthesized view to design an Alpha Capture Portfolio in Primer 2.