Original Ideas and Research
How it Works
We are an independent advisor with a focus on in-house research on global public equities.
We conduct research independently to generate original ideas.
Why it Works
We have extensive experience and knowledge in many global companies, built upon thousands of meetings and conference calls with the management and intensive analysis of business and financials.
We also have intensive experience of hundreds of in-depth team debates on various companies. Each debate dealt with a single company as a target to carefully discern the nature of expected return and evaluate the extent of uncertainty.
That significant intangible experience forces us naturally to get selective on an individual security level rather than a group of rule-based selected stocks.