As a boutique investment management firm, we have our own way to excel in-house research and achieve more with a few resources available.
When it goes to equity universe, our research team is constantly searching for promising investment ideas. Using top-down, bottom-up, and even an unconventional funky-chaotic/random lead approach, our analysts follow a robust stock-picking process, based on action driven fundamental sector and company specific knowledge.
We tend to add value by covering poorly researched mid and small cap companies with promising perspectives, where most of the bulge bracket Wall Street firms have no interest in spending analytical workout.
Since most M&A activity takes place in small cap and mid cap range, we remain vigilant in our hunt for acquisition targets.
We find time to reach out directly to the companies’ management to do well informed and in-depth modeling for covered businesses.
In Large cap equities, covered by many firms/analysts, on top of the fundamental valuation we produce timely calls on tactical allocations on short-term market mispricing which appear from time to time due to wrong market interpretation of corporate news/events or overstressing certain macro sentiment.
We provide imminent reaction from the fundamental point of view on market inefficiencies, corporate restructurings, M&A activities which help us and our clients to act quickly when the attractive entry or exit opportunities emerge.
On the dividend/high yielding stocks which suit a lot for balanced and conservative portfolios, we analyze underlying company specific and industry/sector trends to anticipate dividend policy changes to suggest allocation action before actual policy pivots take place.
we strive to do better than the best…
In fixed income universe we are not only looking for higher yield/coupons among global corporate debt issuers, but also, we seek special situations to capitalize on credit enhancement due to business conditions improvements or company strategy/management change.
We operate BB+ to CCC range, so we get paid a coupon while waiting for the appreciation of the bond.
Indeed, major credit agencies are mostly concerned to waive a warning flag timely and issue rating downgrades when it comes to credit deterioration, leaving the rating upgrades mostly either late or unattended at all.
Therefore, spotting a recovery within a company with a beaten up debt, promises equity like returns while keeping the coupon, as most of the debt restructurings come in the range from 15 to 35% haircut of the face value.
Our research effort is also directed to perpetuals and preferred stocks, as they sometimes boast higher current yield and have chances to be called/bought back at par once the issuer finds the way to refinance with the cheaper types of debt (aka corporate bonds).
Collaboration within the team is a key to alpha generation and proper portfolio management process — our analysts work closely with portfolio managers and traders, delivering insights that refine our investment strategy (LLARS) and enhance performance. By integrating both quantitative data—such as financial metrics, statistical models, algorithmic analyses—and qualitative insights from industry trends, market sentiment, and expert opinions, we provide a well-rounded perspective. Leveraging proprietary methodologies, alternative datasets, and cutting-edge analytical tools, we maintain a competitive edge in an ever-evolving financial landscape
Disclaimer: “All research services are provided to support investment advice and portfolio management services, and do not constitute independent investment research as defined under MiFID II.”