Insights
Uncovering ideas that matter
An Independent view on the market
The equity research market can be inscrutable, excessively complex, and at times – Overwhelming. It is important to us that our clients understand our journey, whether that means explaining our philosophy on doubles and halves or just talking about why our independence is important to us. Our clients are on this journey with us for the long term and we want to build collaborative relationships. That’s why we provide complete transparency to support our claims on integrity and independence.
Our founder Mark Hiley recently spoke to Zack Fuss at the Business Breakdown podcast.
The difference between making a trade and publishing an idea is much larger than most analysts think. We’ve been there. We know it matters.
A thorough and balanced process should, over time, deliver at least as many Short recommendations as Long
Our Stocks in the News - new article in The Economist.
We cannot promise to always be right, but our clients should feel confident they are getting our authentic view.
Whether you run discretionary mandates for your clients, advise them on managing their own funds, or recommend others’ funds – your clients rely on you for their investment decisions.
Our analysis suggests that over the cycle ~9% of European stocks double and ~14% halve within a two year period.
Our analysis suggests that over the cycle ~9% of European stocks double and ~14% halve within a two year period
