Research is at the heart of what we do: Our Research Notes highlight some of our higher conviction portfolio ideas. We also highlight certain underfollowed companies in our small-cap feeder fund via issuer paid research from our Research Spotlight publication.

We don't just opine on LT, tactical or situational ideas:
We back up our convictions by actively participating in capital raises for the companies we write about. Our research provides some color pertaining to our process and methodology.

The strength of our team is evidenced by the multiple decades in the equity research field working for bank-owned or global broker/dealers. As part of the evaluation/due diligence process our team conducts, the development of company-specific operational/financial forecasts coupled with ongoing dialogue with management is paramount to our evaluation process.

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Our Research Notes highlight some of our higher conviction large-cap portfolio ideas. From our small-cap feeder fund, we highlight certain issuer or client paid research via our Research Spotlight product offering.

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As the name implies, our Research Spotlight offering serves a purpose to cast a light on underfollowed companies which remain below the radar owing to the still early-stage nature of the projects. These earlier-stage companies do not benefit from institutional coverage let alone capital markets advisory services or global research dissemination. We feel that after our team conducts rigorous due diligence (with most times resulting in rejected mandate proposals), we are able to help our Research Spotlight partners in the aforementioned capital market components vital for early-stage growth companies. 

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