Who we are
Our objective is to provide performance to our clients through single stock idea generation. We generate alpha for our clients to help them differentiate their funds.
Our independence positions us to participate in open and constructive dialogue with our clients without being beholden to the inherent conflicts of the rest of the sell side. We present our fundamental, bottom-up research and conviction ideas to our clients in engaging formats.
We have an established institutional business with a strong track-record, long-term clients, high levels of fund managers interaction, and a strong reputation for brace long ideas and high-impact short ideas.
Our team is based in London and UAE (Dubai) & New York.
How We pick stocks
- We look for longs that can at least double and shorts that can at least halve. We take a minimum two-year investment horizon on every idea.
- We only initiate on an idea if we have a differentiated view and the idea is actionable for clients.
- We do the work others don’t: looking into out-of-favour sectors, product testing, digging into subsidiary fillings, working on controversial stocks and taking a brave viewpoint.
We meet companies, travel around the world, review annual reports, build models, and speak to companies, suppliers and customers to deliver high-conviction ideas and thorough research to clients.
Example:
Ocado
A misunderstood technology company and one of the most heavily shorted companies in the UK.
Microsoft
USA turnaround situation with a growing, and highly-profitable core.
AMD
Profitable stock in Nasdaq for year 2020.
For full examples of our work, please visit our Sample Research page.
What do clients get?
Exclusive access to a team of stock pickers whose jobs are to contribute performance to their funds.
Regular updates on our portfolio of 50 ideas (on average), all in European equities.
Engaging research via notes, model, visualitization and videos.
Monthly best ideas calls, weekly videos summaries, and bespoke products such as our short screen.
Differentiated service via tiered structure of fixed quarterly fees.
SELECTIONS ASSET MANAGERS AND ASSET OWNERS
We build and run thematic stock selections for institutional investors.
Substantive research and Usage Reports
Compiles with the Substantive Research Criteria and Upon request clients can recover usage records for internal compliance purposes
Transparent pricing
Detailed pricing grid Analysts' performance / track record available at will.
CONTACT US
For any inquiries, please call or email us:
Sales Team sales@thealphainfinity.com
Analysts research@thealphainfinity.com
Press press@thealphainfinity.com
General Info@thealphainfinity.com
Sponsored Research Corporate@thealphainfinity.com
Retail retail@thealphainfinity.com
Our Addresses
Berkeley Square House, 2nd Floor, London, W1J 6BD.
Madison Avenue, 9th Floor,
New York, NY, US.
info@thealphainfinity.com | Ph: 02030867258
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