As a boutique investment management firm, we are very shrewd when it goes to consuming investment banking services and investment research.
While we produce very limited amount of investment notes/calls, marked “internal use only”, we digest a lot of third party research directly provided by either the brokerage platforms, or primary market deal book runners, or independent third party providers. While we pay with the “soft dollar policy” for the research materials provided by investment banking units and brokerage platforms, we may elect to pay hard dollars for the independent research providers’ subscriptions should we become interested in their fields of expertise.
We mostly interested in global (US, UK, Pan-European, China and Australia) mid, small, and micro-cap equity coverage as well as low credit quality (non-rated or below investment grade) fixed-income.
As we employ Long Only Leveraged Absolute Return Strategy (LLARS), we are less interested in short-selling calls, however might elect to sign up for them as well, in order to avoid catching falling knives.