“It is impossible to produce a superior performance unless you
do something different from the majority”
– Sir John Templeton
We Provide an Information Advantage
Investing involves an element of risk. While risk can be minimized through exhaustive research efforts, few analysts have the luxury of spending hundreds of hours on a single idea or theme. We do. In fact, our business is built upon the concept.
Research Done Right
While our research process is time intensive, it’s methodical and builds client conviction. Every cell of every earnings model we publish is manually entered by the analyst writing the report, allowing a level of detail and understanding that is otherwise lost. The same analyst spends countless hours researching virtually all publicly available information about the company, their industry and their competitors. Our financial projections are enhanced by our superior understanding of the company’s accounting, cost functions and operating leverage. Simply put, we truly understand the ‘Unit Economics.’
Out of Consensus Research, Out of Consensus Returns
Out of consensus views, when accurate, are richly rewarded. Knowing this, we focus our efforts on misunderstood or ignored U.S.-listed small and midcap companies with strong liquidity. We seek long ideas with limited downside and the potential to double over two years. Our short ideas generally have imminent catalysts set to raise doubts among the most adamant bulls. To further increase conviction, we combine our bottoms-up equity research with equally exhaustive macro/thematic research.
Tailored Service
While we only publish research on a handful of our very best ideas and themes each year, the quality of our work allows us to make a significant impact on our clients’ portfolios. By limiting our client base, we are able to provide a high level of interaction and generate ideas that fit your investment criteria. This business model also allows us to make frequent in-person visits, and have in-depth discussions about actionable ideas and themes on which we do not formally publish.
Contact Us
To learn more about our subscription research services and how we can enhance your current investment process, please contact us.
We look forward to working with you!
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