Case Study

Long-only funds use Earnest credit card data to paint a complete picture of company metrics for fundamental investing

A large long-only, value focused equity fund wanted to identify companies that may be trading at a discount to their strong customer health. They came to Earnest to be able to: 

• Test whether companies’ strategies were contributing to real transformations among existing customers and against competitors
• Access accurate, real-time data to back up their theses and find value in the market
• Easily compare customer lifetime value, retention, and overlap for a full picture of customer health