How a Tier 1 Hedge Fund Uses Filot to Go Deeper, Faster

For a Tier 1 hedge fund running a concentrated global equity book, the edge isn't in having a model - it's in what you do with it. The depth of scenario analysis, the speed of thesis iteration, the ability to pressure-test assumptions before the market moves. This fund deployed Filot to remove the mechanical layer between forming an idea and deeply analyzing it.

The Problem: Depth Requires Time You Don't Have

In a high-conviction strategy, analysts need to go deep on every position - running multiple scenario frameworks, stress-testing margin assumptions, modeling edge cases. But the mechanical work of building and maintaining models consumed the hours that should have gone toward that deeper analysis. During earnings season, the problem intensified: analysts spent entire nights updating models, leaving no capacity to evaluate whether results actually changed the thesis or warranted a change in position sizing.

The Solution

Filot was deployed across the fund's equity research team, with each analyst's methodology - their revenue build structure, margin framework, scenario analysis layout, and formatting conventions - encoded into the platform so that every output matched their exact standard.

Deeper Analysis, Faster. Analysts describe a thesis and Filot builds a full three-statement model in minutes. Instead of spending days on model construction, analysts move straight to what matters - running scenarios, stress-testing assumptions, and refining their view. The same analyst now explores three different margin frameworks in the time it used to take to build one model.

Earnings Updates That Free Up Judgment Calls. When a portfolio company reports, Filot ingests the earnings release and updates the model end to end. Analysts immediately move to the real work: does the print change the thesis? Should we add to the position or trim? The mechanical update no longer consumes the critical window for decision-making.

More Ideas, More Depth. With the bottleneck removed, analysts began modeling positions they previously passed on - not because they lacked conviction, but because they lacked capacity. The fund's research pipeline expanded while the depth of analysis on each idea increased.

Results

• Analysts moved from model construction to thesis analysis within minutes of forming a new idea
• Earnings night shifted from mechanical updates to investment decision-making
• Research coverage expanded as analysts explored ideas previously deprioritized due to time constraints
• Deeper scenario analysis on every position - more frameworks tested, more assumptions challenged

Our analysts aren't spending nearly as much time building models anymore. They're spending time thinking. That's the edge.

• Portfolio Manager