We provide objective investment analysis based on an in-depth understanding of the data that moves asset prices. We dig into the most important investment themes of the day and deliver differentiated, actionable insights. Our collective +40 years of investment experience allows us to separate signal from noise, giving our clients consistently useful insight.
We publish 5 days a week (Sun – Thu). Each report has 3 sections: Markets, Data and Disruption. The first two cover current investment issues, from valuation to economic trends. The last is a wider-ranging discussion of important tech-based trends that affect public companies. We design each report to be a 10-15 minute read, ideal for the busy investment professional.