Equities Research

Our research is designed to focus on the key investment attributes for a company or sector through in-depth analysis involving site visits, frequent contact with management teams and thorough peer group evaluation. Whilst we produce ad hoc reports on specific companies, our focus is on clusters of related businesses where our analysts use their sector expertise to identify valuation anomalies.

Our recommendation strategy is to provide a balanced view supported by methodical analysis of the company. We actively communicate with investors to share our current views.

Communication takes two main written forms: research reports and the daily opinion sheet providing brief summaries of our up-to-the-minute views on specific stocks.

Our analysts are involved in both primary and secondary research across the following UK sectors:
Cleantech & Renewables
Engineering
Media
Mining
Oil & Gas
Support Services
Technology

Coverage of additional sectors is planned.

Products include Ideas Pieces, Daily Notes and company and sector reports. These are only available to our institutional clients.