Fundamental research and analysis sit at the heart of our strategy, with a focus on Pan Euro Large Cap, UK and Indian Mid and Small Cap companies. Whilst cognizant of near term share price drivers, we critically assess sources of long term competitive advantage and other distinct company strengths or weaknesses. Our analyses are supported through regular conversations with primary data sources. Finally, independence of mind remains central to our approach, and we continually question the market and consensus view to generate high conviction ideas.
Pan Euro Large CapWe use our primary research to add unique insight; for example the retail team’s quarterly "clothing tracker" and monthly "spend trend" indices meant we were the first to upgrade UK General Retail to Overweight back in Nov 2008. |
UK Small & Mid CapIn the UK, our research into Small & Mid Cap is highly valued by more than 100 institutions. We have more than 30 analysts covering 170 UK companies across nine sectors, several of which were ranked top 3 in Thomson Extel 2007 UK Small Caps Report. |
Indian Small & Mid CapWe launched our research on Indian mid cap equities, BSE, NSE and AIM listed Indian companies in September 2008. We aim to fill the gap for quality research in the Indian mid-market by replicating those elements that has made our UK mid cap research so highly rated by institutional investors. |
| View Pan Euro Large Cap Research | View UK Small & Mid Cap Research | View Indian Small & Mid Cap Research |
