If running an effective quant screen was the only thing required to find new stocks ideas, investment success might not be as elusive as it is today. The fact is that investment idea generation is as much an art as it is a science. As Michael Hintze, Founder of $12 billion hedge fund, CQS, recently stated: “As investment managers, we’re all trying for alpha. However with technology, we don’t get paid for knowledge anymore, because knowledge is everywhere … we now get paid for imagination”. If imagination is an increasingly important source of alpha, it pays to define the sometimes nebulous process of idea generation. With this in mind, Livewire reached out to our contributors to ask them to share one of the most effective ways they produce new stock ideas. Insights provided by OC Funds Management, K2 Asset Management, Katana Asset Management Bennelong and Totus Capital.